We analyze your current systems and processes, then create a plan of action so you can be more informed and make better decisions with accurate data.
Set Up Your Bookkeeping Right
In order to make smart financial decisions about your business, you need data that is accurate, reliable and complete. We help you understand your cash flow so you can scale your business. We do so by implementing good bookkeeping practices and processes focused on increasing profits, and minimizing expensive mistakes.
Our Method
Analysis
Implementation
We fix any problems discovered during the analysis. Our clean-up and catch-up work will get your books in order and we will work together to put into place efficient processes.
Strategy
Once your data is accurately reflecting your business, then we can assist you in making smart business decisions. We will also help provide you with stream-lined systems, real-time dashboards and smart analytics so you can see through the financial maze.
What You Can Expect
Step 1
The Consultation
During the discovery call, we’ll collect information on your company’s pain points as well as your short & long term goals. This will help us to map out a plan of action and strategy moving forward.
Step 2
The Proposal
Once we’ve reviewed your books, we will deliver a proposal and a contract that reflects the scope of work discussed.
Step 3
The Launch
We will go over any questions or concerns you may have regarding the proposed course of action. Once all the paperwork has been signed, you will receive an email with a detailed list of documents needed for your on-boarding. This step is imperative for a smooth transition.