So how do you take your business to the next level?

We now have Carla Titus working as our firm’s outsourced CFO and we know how important setting business goals really is! Are you aware of how to determine your businesses’ Key Performance Indicators? Or KPIs? Once setup, these KPIs will help you meet your targets month by month and will form a framework for you & your staff to meet their goals throughout the year.

We know there are 6 Focuses for Small Business Transformation. We work with business owners to create strategic plans & work alongside the business to see the plan through.

1. Enhanced Operational Efficiency
2. Increased Financial Visibility
3. High Impact Management
4. Modernized Technology
5. Knowledge Democratization
6. Strategic Succession Planning

What is business advisory?

We will have an initial client discovery meeting to assess your goals, deep dive your biz financial health to make sure your books are going to provide accurate info, create a monthly client accountability program, and develop a Strategic Business Plan with task management for all members of your team. We will look at your:

• Competitors
• Customers
• Products or Services
• Historical Performance
• Your High-level Goals

Bundled Services

• Bookkeeping and Strategy
• Bookkeeping, Tax and Strategy
• We do not offer stand-alone strategic planning without our bookkeeping services.

Strategize today!

• Quarterly clients can have quarterly or semi-annual strategizing
• Monthly clients can have monthly or quarterly strategizing

Book a Discovery Session