Financial Services

Approach your Finances With Confidence

Do you get a flutter in your stomach when you think about your business finances? Do you cringe at the thought of balancing your books?

Your finances are how you check the health of your business. They shouldn’t be frightening. They shouldn’t be intimidating. They let you know what you’re doing right and what you could change to do better.

Your finances are a tool that guides how you operate your business to reach your goals. We bring clarity to the numbers so you can approach them without fear.

financial services

approach your finances with confidence

Do you get a flutter in your stomach when you think about your business finances? Do you cringe at the thought of balancing your books?

Your finances are how you check the health of your business. They shouldn’t be frightening. They shouldn’t be intimidating. They let you know what you’re doing right and what you could change to do better.

Your finances are a tool that guides how you operate your business to reach your goals. We bring clarity to the numbers so you can approach them without fear.

How We fix your finances

We help you know where your money came from, where it went, where it’s going now, and where it should go in the future.

STEP 1: We review your finances.

We first need to assess whether or not your books are an effective tool. To do that, we will need access to your books so we can review your transaction history, both accounts receivable (money in) and accounts payable (money out). Most of the time, we will recommend some amount of cleanup to optimize your books.

This step will take very little of your time after you give us access to your books. We’ll provide our recommendations to you in writing for your review. We won’t make any changes without your consent..

STEP 2: We clean, organize, and update your books.

After you let us know how you want to proceed, we’ll turn your books into a more effective tool. We’ll properly organize and categorize transactions so that they accurately reflect where your money went. We’ll make sure your books are current and provide you with additional tools to help you get more out of your books.

Depending on the state of your books, this step may take more involvement from you. The messier your books are, the more we will need your input to accurately report the health of your finances.

STEP 3: We maintain your books.

The last step is the most critical step. We can stop at book cleanup, but that will only provide a temporary fix. For your books to continue serving as a good tool that shows the health of your business, we need to make sure your books are properly maintained.

As we maintain your books, we can provide you with insights into things like:

– Where your money went, so you can see if you need to cut any expenses,

– When your money is coming in, so you know how you should approach your marketing and sales efforts, and

– Where your money should be going, so you can use your resources most effectively to reach your goals.

What we do to turn your finances into a tool

Financial Projections

Your financial projections will help you pursue external funding, give you clarity on the numbers you need to hit to reach your goals, and give you insights for how to get there.

Bookkeeping Cleanup & Maintenance

Your bookkeeping will be caught up, cleaned-up, and kept current. Your Chart of Accounts will be optimized for both you and your CPA’s needs.

Monthly Financial Statements

You will receive current year-to-date financial statements on a monthly basis, and will be able to make timely business decisions based on your numbers and trends.

Payroll

You will gain the peace of mind that comes from having this high-risk headache off your plate and handled by professionals.

Business Filings

Your business license, legal entity registration, sales tax filings, and local tax filings will be kept current and paid in full. Your legal entity status will be monitored and you will be alerted them when action needs to be taken to maintain compliance.

Budget Plans

You will receive a solid spending plan for your business so you can rest assured that you are spending your money well.

Let’s start making Your business better

Are you ready to go all-in and get your business on track?

We’ll likely be able to get good results for you if you have:

An open mind to learn, to make changes to improve your business, and to be straightforward about the problems you want to solve.
Flexibility in your budget to invest in the long-term future health and success of your business. While we work within a lot of different budgets (from $150-10,000+ a month), we’re not going to be able to do a whole lot if your bank account is close to $0. (P.S. If you’re struggling and looking for a last-ditch effort to save your business, contact us anyways. We have many resources at our disposal that might be able to help you.)
30-60 minutes to spend on a call (or in-person meeting, if you’re local) to get to know you and your business.

Or let’s start with small wins:

U

A Review

We want to see what your goals are and what you really need to accomplish them. An in-depth review of your marketing, finance, administration, or all three will help us develop the best course of action for you.

A Project

Already know what help you need? We help you make some quick improvements with a shorter-term project like a new website, bookkeeping cleanup, a business plan, etc.