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Solutions That Work

IS THIS THE RIGHT PLAN FOR YOUR BUSINESS?

You're ready to take your finances to the next level and basic bookkeeping doesn't cut it anymore.

We clean up the books, bring the finances up to par, and build a process around the strong maintenance of your books.

We provide monthly reporting and insightful feedback about your business each month.

EXAMPLE

We have a client who owns a small business in the fish market industry. The business owner took a DIY approach for the accounting by doing it herself—something lots of business owners do. But within a couple of months they went from X to X. They were experiencing growth and fast. For a small business, this can be dangerous because the lack of support and time. They need the resources and expertise to scale their processes with their business.

So, as most business owners do, the owner implemented a bunch of new software into her business. Problem is she didn’t have the systems in place to control and manage those software which left them to be set up incorrectly. Giving her more problems rather than fixing them.

HOW WE HELPED

The client hired us on board and we did all of her accounting from scratch. We untangled deposits and expenses to the correct accounts. We got all of her software set up and running correctly. We cleaned up any untied ends in her books. And now her accounting organized, manageable and efficient.

Now, we are finally able to create reports with graphs that tell her the accurate picture of her business. She can feel relieved that her accounting is under control and in the right hands.

IS THIS THE RIGHT PLAN FOR YOUR BUSINESS?

You've reached a successful point in the business and need strong accounting support. You need to measure growth and margins and want to stay on track with your forecasted goals.

We provide strong monthly maintenance, custom reporting packages and monthly accounting meetings. We discuss revenue, margins and expenses in detail. Our discussions are strategic and purposeful around your goals.

EXAMPLE

One of our clients last year was in this On-Track phase. They were successful, had clear goals, making X a year, expanding to multiple locations, hiring, all that good stuff.

Their accounting was working, but it was in pure maintenance mode. Which means that everything is working fine, but when your business is growing you want your financials to be more than just numbers. You need a deeper analysis on why your X is this way or why your Y is that way. You need plans and customized advice on how to troubleshoot and grow, and from someone who knows the nuances of your business.

HOW WE HELPED

We did X for this company and now they are Y.

In the On-Track plan we create deeper relationships with our clients and their business. We become an integrated part of their team. We give them an even more in depth look into their numbers, what they mean for their business as a whole, and the solutions and strategies to get them On-Track.

IS THIS THE RIGHT PLAN FOR YOUR BUSINESS?

You’re riding a wave of momentum and you’re growing.

You need executive level support and our outsourced CFO expertise will take you to the next level.

Your processes are automated and built to scale with you.

EXAMPLE

This tier is very exciting. It means that your company is about to experience a game changer. Whether it be a big client, y, or z. Whatever that next level is for your business, you’re about to hit it.

Whenever this exciting time happens, it is SO crucial to take a look at ALL your systems and reevaluate.

We had a client that was experiencing this new phase of their business and they had many processes that were inefficient, accident-prone, and disorganized. They had 3 people touching one order before it was completely processed. It’s these little processes that need tightening to ensure that your business is fully prepared for the growth they are about to experience.

HOW WE HELPED

In the Excel package you get access to your own CFO and executive level support right at your fingertips.

This phase is not exclusive to bigger businesses. Whether you’re making 100K a year or 10 million a year, you can be experiencing that game changing opportunity that excels your business into the next level.

If your business isn’t prepared for this next level, opportunities can be missed. It happens all the time. Ensure that your business will not miss any opportunities with our Excel package.

Ready to start saving cash and resources? Schedule a free consultation
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