We have over 20 years experience working with QuickBooks and related accounting solutions. We work with small-to-medium sized companies who do not have a full-time/permanent in-house accountant/bookkeeper or CFO and need a solution for managing the organization’s finances.
Our Process
We spend a significant amount of time at the beginning of our engagement understanding (or helping you refine) your personal goals, your business strategy, your pain points in your company (accounting and non-accounting), reviewing your historic financials and customizing an approach for our collaboration together.
Grow Your Business
We help you analyze the business to understand what is working and what isn’t. We help you establish budgets, build a forecast for profit optimization and ultimately growth. Then we measure performance against these metrics to help drive decision making.
How We Work With Clients
Business Insights
Business Insights is primarily focused on accounting and reporting. Although it’s just the basics—enough to keep your business up-to-date EVERY DAY and give you the critical information about your regular business performance—it’s a great place to start and get helpful insights. You will have access to real-time data on your business, in a format that makes easy reading for business owners. Business Insights also includes upfront goal setting, which means you’ll have measurable targets to track performance against.
This is our most popular option because in this package we add planning and forecasting, so that you have set business goals to track. Planning leads to growth, and the ability to see plan-versus-actual financial data on a regular basis will help you make smart business decisions. You get valuable reports to help you manage your business and support to help you understand your numbers, make the best decisions, and achieve your goals.
This is the best option for ambitious business owners who want to work closely with their accounting professional. You will receive one-on-one business coaching, as well as more comprehensive financial forecasting to make longer term strategic decisions. This is a full management package, bringing you monthly reviews and business management support. Think of it as your outsourced CFO.
Mature businesses use their finance function as a key driver in their strategy. With the right people, processes, and technology, you will make growing your business easier, make fewer mistakes, and capitalize on more opportunities. Optimize your business by gathering the right information and insights, at the right time.
