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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
CFO Financial Oversight
Providing accounting activities to ensure financial accuracy. Activities such as reviewing financial statements, monitoring cash flow, assisting with budgeting, and internal controls.
Insight Accounting Power Session
A 90-minute session designed for organizations seeking expert guidance on their most pressing financial and accounting questions. Get answers to specific financial and accounting questions impacting your organization.
Training + Workshops
Providing training to accounting staff, operational staff, and boards on accounting concepts and software. Topics such as budgeting, understanding financial statements, accounting 101, and Quickbooks.
5 Step Playbook: How To Manage Your Business Money
Unlock financial success with our 5-Step Playbook for Small Businesses! 🚀 Learn to master your business money with proven strategies.