Accurate Monthly Records: Organized and up-to-date bookkeeping.

• 30-Minute Consultation: Discuss your business’s monthly performance and financial health in a dedicated call.

• Custom Insights: Tailored feedback and action steps to improve your financial standing.

• Financial Reporting and Analysis

• Understand the story behind your numbers with clear, actionable reports:

Financial Statement Preparation: Professional income statements, balance sheets, and cash flow summaries.

• Income Statement Cleanup and Analysis: Remove errors, gain clarity, and assess profitability.

• Balance Sheet Analysis: Evaluate assets, liabilities, and equity to make informed decisions.

• Preparation for Financial Institutions

• Whether applying for a loan or seeking investors, we prepare you to impress.

Financial Statement Review: Ensure your documents meet institutional requirements.

• Presentation Readiness: Equip small business owners with the data and confidence to present their financials.

• Budgeting and Forecasting

• Plan for success with detailed budgeting and forecasting:

Customized Budgets: Align your spending with your goals.

• Financial Forecasting: Predict revenue and expenses to strategize future growth.

• Cost Accounting for Product-Based Businesses

• Optimize production costs to increase profitability.

Strategic Pricing: Set prices based on data, not guesswork.

• Margin Analysis: Identify areas to increase profit margins.

• Operational Efficiency

• Streamline your internal processes for better productivity:

Internal Control Analysis: Identify and fix gaps in your financial systems.

• Standard Operating Procedures (SOP): Create repeatable, efficient workflows for financial tasks.

• Small Business Education

• Empowering business owners to take control of their finances:

Client On-boarding Process

1. Free Consultation: We start with a complimentary 1/2 hour consultation to understand your business needs and goals.

2. Customized Service Plan: Based on our discussion, we create a tailored service package to meet your requirements.

3. Secure Setup: We set up your Smart Vault account for secure and efficient document sharing.

4. Data Collection: We gather all necessary financial data to ensure accurate bookkeeping.

5. Kickoff Session: We begin by reviewing your financial situation and identifying immediate priorities.

6. Ongoing Support: Enjoy regular updates, monthly consultations, and expert advice whenever you need it.