At the core of every strong business are detailed and accurate financial statements. We set up and maintain accurate financial records on a monthly basis so you know the health of your business at any time. If you don't currently maintain any financial records, we can go back in recent history and compile them for you to get your business caught up.
Maintaining financial statements is one thing, interpreting them and making sound business decisions is another. Because we work with so many small businesses in many different industries, we are able to provide advice based on where you want to take your business and how it would impact your financials.
Can you afford to hire another staff? How much should you spend on marketing? Should you sign that new lease? These are all questions related to budgeting. Setting a proper budget allows you to plan for the future and understand if business is going according to plan. With a budget, we help you set proper financial expectations so you can measure your business performance.
How will your business look if you start selling a new product, obtain customers from a new marketing channel, or open a new location? We compile forecast & pro forma financial statements to help you determine whether your next venture is viable or not.
Paying invoices and collecting payments takes up a large chunk of small business owners' time. Handing over the reigns to us frees up your time to do the things you actually have a passion for.
Since we tailor our services to your specific needs, there are occasionally other ancillary projects that you may need our help with. Things like raising capital through bank loans, compensation modeling, compliance, etc. We are always happy to discuss any other needs that fall in our wheelhouse.
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