Financial Management

Find your comfort in the numbers.

Financials and financial management are the most commonly neglected area we find as small business consultants. Your employees are getting paid, your bills are getting paid, and hopefully, you're getting paid, but are you properly documenting and keeping track of everything? It's often easy to get caught up in the day to day business and not plan for the future. It's essential to have great bookkeeping and an accurate pulse on things for many reasons.

Your books will be more prepared for tax time.

Proper record keeping will protect you in the event of an IRS audit.

Should you ever seek business financing or wish to sell your company, any bank or buyer will want up to date financials.

You can personally audit your expenses at any time and see where all of your money is being allocated.

You will be able to forecast, create a budget, and get your expenses inline so that you can consistently make money every month.

Allow you to stop using your business bank account as your personal expense account. There are safer and more accepted ways to pay yourself than constantly swiping the company card.

Schedule your Discovery Call

There's no point in guessing or just assuming that because you have money in your account to cover the bills every month that you're doing ok. Every time we have helped someone bring their books up to date, it has resulted with them finding unnecessary money going out the door, changing their business plan to reflect their actual expenses and income, and ultimately, being more profitable once they understand the real workings of their businesses financial health.

We offer as little or as much help as you need. Need us to help you set up systems so that you can do everything yourself going forward? No problem. Would you prefer to have us manage all of your financials on a full-time basis? We can handle that too. Here are the areas that we are experts in:

INVOICE & BILLING

Perform your services for your clients, handling all the invoicing and billing. We'll create a beautiful template and make sure you present the utmost professional appearance when sending out invoices.

Accounts Receivable

Do you hate tracking down your money from clients? We'll make sure you get paid on time, every time. We can also assist with implementing legal contracts if you don't already have them.

Accounts Payable

We'll make sure all of your business bills are paid on time every month. We'll also help you set up a strategic payment system so that you're freeing up more cash flow and not having everything paid at one time.

Payroll

We're able to do time tracking, payroll and taxes for you on a weekly, biweekly, or monthly basis. You're even able to offer direct deposit to your employees if you aren't already.

Monthly Reconciling of Accounts

We'll be your bookkeeper and make sure everything is logged and categorized correctly in your preferred accounting software. You'll have up to date financials that can be accessed remotely at any time.

Monthly Financial Reports

Once we've handled all the reconciling of your accounts, we'll provide you with monthly, quarterly, and yearly P&Ls and balance statements. We can also prepare custom reports that suit your business and allow you to make only smart decisions.

Expense Trimming

Whether it be renegotiating existing contracts, changing vendors to more cost-effective solutions, or making adjustments to employee scheduling, we will make sure you are running as lean as possible without having any impact on your day to day operation.

Auditing

If something is seeming a little off for whatever reason, it's a great idea to have a third party look at things and find the cause of your concern. Your intuition about these things is rarely incorrect.

Credit & Lending

If you need working capital or money to expand your business, we can help you sift through all the paperwork and make sure you're getting fair terms that make sense for your needs.

Budgeting

We hope you aren't choosing to work for free, and part of that goes into having a committed budget. If you don't have a budget, you'll be winging it every month and not making a consistent profit.

The Benefits of collaborating with

No need to learn complex accounting principles
Less time spent invoicing and tracking down your money
Need one less thing to worry about? We'll handle payroll

Know your budget and stick to it
Save thousands overnight by renegotiating contracts
You'll be running as lean as possible with no excess waste

Financial reports available within hours of your request
Get business funding on your terms
Less stress around tax time