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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.

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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:


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.

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