ACHIEVE FINANCIAL CLARITY AND FREE YOURSELF FROM THE BURDEN OF BOOKKEEPING
CLOUD ACCOUNTING AND BOOKKEEPING FOR SERVICE, REAL ESTATE AND CONSTRUCTION COMPANIES
The Value of Working with an Accountant
It’s a fact: Working with an accountant dramatically increases the odds of success for your business.
Navigating the challenges of building and running your business can seem overwhelming, and with 50% of businesses failing in their first five years (Source: SBA), it makes good sense to find ways to increase your chances of success.
Too many business owners try to “wing it” but simply don’t have the time and/or expertise to set up and maintain streamlined accounting processes and systems to ensure accurate, reliable information.
We’re here to help you achieve your vision for your business. It starts with getting your books ship-shape but doesn’t end there. Here a few of the ways we can support you in your journey:
- Accounting System Setup | We tailor your system to meet your unique needs, and we can train your staff so they can be up and running in no time.
- Cleanup | Perhaps your accounting system is already set up but it’s a mess and you can’t get meaningful information from it. We can help.
- Process Development and Improvement | The accounting function is necessary in every business, but it shouldn’t be cumbersome or inefficient. We can help streamline processes and even help you go paperless.
- Profitability Analysis | Monitoring overall results for your business is a must. We prefer to dig deeper and help you understand profitability by project, property, location, etc.
- Budgeting | We can help you create a budget for your business and provide reporting to keep you on track towards your goals.
- Metrics |Key performance indicators (KPIs) are the “vital signs” to measure the health of your business. We can set up monitoring, so you know when you are on the right track and when corrective action is needed… before it’s too late.
- Staff Training & Coaching | If you don’t have the time or expertise to train your bookkeeping or accounting staff, we can provide the training and coaching they need to become proficient in their accounting duties.
- Sounding board | It can be difficult to find good advice when you are in business for yourself. Friends and spouses who are not self-employed don’t often understand the challenges we face. As a fellow small business owner, we can act as a sounding board for your business ideas and provide a fresh, experienced perspective.
Where Are You In Your Accounting Journey?
Newbie! | We’ll help you set up a customized QuickBooks® Online system tailored to your business needs. We can also provide training and coaching to boost your team’s productivity.
Doing my own books | We can clean up your books and provide coaching to help prevent future messes. We can also review your ongoing work and perform reconciliations to provide peace of mind.
Ready to let a Pro do the books | We’ve got your back! We’ll get your books ship-shape if a cleanup is needed, and we’ll take over your ongoing accounting. You focus on what you do best.
I want more | We can help make sense of the numbers, provide insights, and measure key performance indicators (KPIs). We’ll customize a package for you that includes consulting and advice.
About Us
We help ambitious entrepreneurs gain financial clarity while freeing them from the burden of bookkeeping. We get your books ship-shape and keep them that way. We help you understand your financial reports and explain things in plain language, allowing you to focus on strategy and growing your business.