Confidence-Building Consulting
Even if you’re running your own books, sometimes you just need a pro to walk alongside you as you make a financial decision or business transition. Most business owners aren’t natural-born accountants. Even if you’re fairly money-minded, there are technical aspects to this side of operations that often require a trained eye.
Get one-on-one time with Jessica, a Certified Public Accountant, as you move through those moments. We’ve helped small business owners like you get acquainted with QuickBooks Online, decipher tricky tax codes, and implement innovative accounting strategies with an hourly support session. You may just need one hour of support to point you in the right direction, or a few sessions to answer all your questions.
Your customized consulting session can take many forms, but it may look like this:
A recalibration of your books. We do a deep dive into your current reports and then make recommendations as to corrections, process improvements, and report optimizations.
Training in QuickBooks Online. For first-timers, as a brush-up, or to further your knowledge.
Q&A for ongoing issues related to your business whether that pertains to tax issues, bookkeeping matters, or financial processes.
Assistance with strategic decisions. Should I hire that employee or should I push this particular service line more?
Assessment and recommendation of new complimentary software applications to use with QuickBooks Online including setup support.
Business check-in. Your business is constantly changing. Sometimes your processes need a little maintenance, and you need to address new issues. We are your partner in assessing these exciting changes.
Advanced Accounting and Bookkeeping Support
If you’re exponentially growing your business and you need more than a standard monthly service, our advanced accounting and bookkeeping support is for you.
Think of us as your financial partner or virtual CFO ready to help you reach your big goals. We don’t just crunch the numbers and hand over documents at tax time. We build business-bettering reports that ensure you know your profit margins, are aware of areas of opportunity, and can identify troubling trends.
Your designated team member will not only help you manage your books each month, but will provide you with expert attention, dedicated reports, and advice on how to leverage your income and make business decisions based on data.
In addition to everything included in our standard ongoing monthly services, we’ll also:
Perform a current financial health assessment. We want to understand not only the current state of your business, but challenges you are facing and goals you would like to reach.
Provide a dashboard and customized set of reports that will allow you to more readily access your data and display it in an easy-to-use format that will assist your decision-making process.
Leverage data and create insights for revenue trends, profit margin, cash analytics, profit allocation, and expense reduction.
Evaluate industry trends and understand how your business can stay competitive.
Recommend the latest technology and apps to help you run your business in the most efficient way possible.
Set up a forecasting process that is connected with real-time data from your current accounting systems. This will ensure that you are forward-looking, not reactive. If you can’t see what is coming down the pipeline, you can’t adapt. You don’t have to fly blind.