Small business financial management

Small Business Accounting & Financial Management
This is not your father's accounting & financial management.
We live in the age of software and disruption. Accounting & financial management is no longer about dusty ledgers, it's about compliance, risks, financial KPI's, financial health of your business, opportunities for improvement, and driving financial & operational strategy. Our model allows small businesses access to skills and expertise that they may not be able to hire on a full time basis.

Transactional ------------------------------------------------------------------------------------------------------------------------------------------------> Advisory

Transactional Processing
(Bookkeeping)
Historical & Past Oriented

- Recording financial transactions
- Producing invoices
-Payroll
- Maintaining and balancing subsidiaries, general ledgers, and historical accounts

Accounting & Analysis
Historical & Past Oriented

- Preparing adjusting entries
- Preparing company financial statements
- Analyzing costs of operations
- Aiding business owners in understanding the impact of financial decisions

Financial Management & Consulting
Predictive & Future Oriented

- Financial strategy and growth
- Forecasting
- Measuring and improving profitability
- Expense control/Cash flow
- Financial risk assessment
- Establishing systems, policies, and procedures

Unique small business solutions

Accounting & Financial Management Coaching -
This offering is designed for smaller businesses with low transaction volumes & low complexity.

For a monthly fee an entrepreneur or small business owner can have a personal accounting coach to answer questions and ensure their books are in compliance with the state and IRS. Support starts with one hour per month with email support.

QuickBooks Online Setup -
Setting up your accounting system of record is critical for compliance, accurate insights, improvement opportunities and financial decision making for your small business or startup.

If you need help getting your QBO set up to be effective and provide insights into your business we can help. We are QBO ProAdvisor Certified.

Fractional Financial Mgt Team -
Whether you have a little or large volume of activity we can provide a cross section of skills. This offering is designed to provide a fractional accounting & financial management team whether you are starting up or your finances are becoming more complex.