A process with your organization at the center
Step 1 - Discovery
Learn about your goals. Understand how your current accounting system fits into your plan.
Step 2 - Planning
An accounting plan developed to have accurate financial records.
Step 3 - Action
With your assistance we will create 3 goals to improve your accounting system within 6 months. Monthly communication will take place to discuss process.
Step 4 - Partner
We will not only provide financial oversight but advise and assist you with growing your organization.
Services that close gaps and prepare you for the future
Financial Oversight
Providing accounting activities to ensure financial accuracy. Activities such as monitoring cash flow, assisting with budgeting, and internal controls.
Consulting
Advising on best practices and trends.
Financial Reporting
Creating and reviewing financial statements that fit your needs.
Training + Workshops
Providing training and mentoring to accounting and operational staff on accounting concepts and software. Topics such as budgeting, understanding financial statements, accounting 101, and Quickbooks.
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