WHAT I CAN OFFER YOU

CASH FLOW MENTORING

Together we’ll build and follow a cash flow roadmap that:

• Uncover areas of profit

• Budgets for big purchases

• Reduces overhead

• Pay’s you a bonus every 3 months

• Aligns your finances to your lifestyle

• Guarantee results – if you put the work in

We will kick things off by digging deep into your finances. In just one month, you’ll have those ‘eye opening’ moments that mean more actual cash in your pocket.

BUSINESS ASSESSMENT

We’ll create a Profit First business assessment using your historical information and our expertise to give you a roadmap to navigate.

Expert Bookkeeping

We are a team of experts who always have you covered. A solid roadmap must be based on solid numbers.

• You are important to us. We like to take the time to get to know you and your goals to better serve you.

• We follow a thorough pure bookkeeping system that ensures all your reports and documents are stored properly, giving you peace of mind in case of audits or other needs.       

• √ Relieve Stress, √ Save Time, √ Make more money.

Bookkeeping Health Check

Do you know if your accounting records adhere to best practices?  Do you have areas of concern?

• A deep dive review is an investigation into the accuracy of your current bookkeeping records.  It checks to see if it is in line with best practices and audit processes.  If everything appears in order, we will move ahead knowing that we are dealing with accurate numbers. 

• If issues are found, we will make recommendations to resolve the issues, streamline the processes and uphold the integrity of your data.

-   A customized report will be given to you listing and describing the points and how to fix them.

-   We will also have a one-on-one meeting to go over our findings.

Note: This is an important step for several reasons: 

• It is a starting of point for you us to take over your bookkeeping.

• It ensures that we are using accurate books to start working through the Profit First System, this is essential.

• Perhaps you need to have the peace of mind that your current books are accurate.