Hiring an accountant and financial advisor is a major step. You have a great idea, the perfect product or an existing business and your idea of success is having more money in your bank account at the end of the month than you started with. You are right, "Cash is Always King"!!! The question is - is your time better spent selling or developing?
Entrusting the keys to your business financial system is a huge decision and you just want to know that you’re in good hands. Too many people have suffered with flaky, unresponsive accounting and tax advise – or bookkeeping employees that are more work training or hiring and you had no idea what they were getting until it was too late. We avoid these pitfalls by using a defined process that hits deadlines, keeps the communication going, and delivers to your 100% satisfaction.
Most people are not formally trained in finance. We keep it to your level as sophisticated or simple as you need. If you think you are out of control you probably are, but I assure you, we have probably seen worse.
Our first meeting with you we gather information about your business. We'll discuss your accounting software, payroll, income statement, balance sheet, general ledger, reconciliations, business entity type, i.e. sole proprietor, partnership, LLC, Corporation, bill payment and accounts receivable, invoicing and accounts receivable and your growth projections.
Most importantly we will discuss a plan to get your financial house in order so you can get your time back to spend with family, do the things you love to do and running your business.
If all you want us to do just input accounts payable bills for you to pay, no problem. Maybe you want us to write and review standard operating procedures and controls or reduce the paper in your office by setting up scanning your paper instead of filing it where you cannot find it. If you want us to take over the entire accounting process or just be a high level CFO or consultant we can to that too.
The important thing is getting you focused back on growing your business and off the day to day process of the accounting of your business.
We get the ball rolling with the agreed services. The most important thing is communication. We will keep you up to speed every step of the way with daily, weekly and monthly results so you have the pulse of your business in "Real Time". Looking at financial results two month after they took place reduces your ability to react and correct the problems to bring the ship back on course.
We guarantee you will be happy with our services. We cannot guarantee the financial results of your company, but we guarantee we will give you the best tools and information you have ever had. You will have the data required to run your business, make key decisions and expand or discontinue an operation. If your not happy we have not done our job and we will work until you're satisfied.