SERVICES
We offer a range of financial support services for your business on a consulting basis.
We typically begin an engagement with an analysis of how you currently run your business with a focus on your workflow, your pain points and your wish-list.
Together, we then come up with a strategy to maximize your business efficiency and profitability.
Starter Package:
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30 mins free consultation to create a plan of action
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We choose or customize your accounting system based on your business needs
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We create a structure to track the key indicators relevant to your daily operations
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We recommend and configure apps to streamline your workflow
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We then follow up with a 1hr training session for you and your staff
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Collaborative Support:
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30 mins free consultation to review your current workflow and define priorities
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We setup & train your key personnel to manage daily bookkeeping services on the cloud
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We step in and do monthly or quarterly review of your books
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We create financial reports with a focus on profitability cash-flow and budget tracking
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We suggest ways to automate your workflow with a focus on efficiency
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Troubleshooting services
Strategic Support:
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30 mins free consultation with a focus on your business pain points
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Prioritize solutions and offer customized plan of action
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Focus on streamlining towards efficiency
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Monitor key indicators relevant to your business
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Position your financial foundation
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Provide financial clarity for easy decision making
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Modeling what-if scenarios
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Collaborate with your accountant to support your business needs
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