Accounting and Advisory
You need accurate financial systems that monitor the health of your business: We can:
-
Design your system from the ground up
-
Improve and/or clean up your current system
-
Work with your current bookkeeper, or use one of our own
​
You need good advice from an experienced professional.
-
An accounting-oriented advisor that can help you work through your ideas and issues.
-
CPA's can be great at taxes, but many don't go much beyond that and charge higher rates
Systems Improvement and Integration
You have a lot of "paper" in your work flow:
-
We can find and deploy the apps and systems that will improve your work flow
-
We use many popular apps that have improved efficiency, customer satisfaction and reduced workloads
-
We "hate" paper and not just its environmental impact! Think: TSheets, Expensify and others
​
You have Quickbooks, but it doesn't always seem helpful
-
We are experts at Quickbooks and can make it do what you need it to.
-
We can eliminate unhelpful and repetitive tasks
Special Projects
You need help with a special project, idea or "deal":
-
If you are looking for, or need to negotiate with, an investor, banker or financing source we can help with advising and presentation to put your business in the best light.
-
You want to acquire another business and need sourcing and negotiating assistance.
-
You have received an offer of overture for your business, but aren't sure about pricing or terms
​
You need to determine how the finances of your business will match your "vision"
-
Financial projections can show you where you are going and how you will get there.
-
Sensitivity & "what if" analysis can show you the effects of different ideas you may want to try