Making your numbers
make sense
Accounting | Bookkeeping | Analysis
Specializing in
Quickbooks Online
We’re here to teach you how to thrive
Metrics are the backbone to financial business strategy. Your cash is the blood. Using metrics to understand where your cash is, where it’s going, and forecasting when more is coming is crucial when optimizing the health of your business. We are here to be your virtual CFO.
-Grant Rosenquist
HOW WELL DO YOU UNDERSTAND
YOUR OWN NUMBERS?
Do You Have:
Bank Accounts Reconciled
Credit Card/Credit Line Accounts Reconciled
Accurate Inventory Values
Accurate Balance Sheet Values
Accurate Financial Statements Monthly
Forecast of next 12 months Sales & Exp
Do you understand:
The Three Financial Statements
Labor % (Labor exp as % Sales)
COGS%
The difference your Profit and your Cash
Sales & Cost are trends
Give me a call or shoot me a text. Our goal is to help you grow your business
Services:
Initial Consultation Free
We understand that every business has its own way of managing its finances that are unique to that market. During the consultation we want to hear from you what is specific to your field and with our experience how we can help use that information to help make future business decisions
Monthly Financials and Review
$300/mo (***starting)
Production of P&L, Bal Sheet, Cash Flow
Monthly Sales and Cost Trend Analysis
Cash Flow Review
Assurance of bank, credit card reconciliations and financial numbers
Quarterly Financials and Review
$500/qrt (***starting)
Production of P&L, Bal Sheet, Cash Flow
Monthly Sales and Cost Trend Analysis
Cash Flow Review
Assurance of bank, credit card reconciliations and financial numbers
Custom Project Pricing
Forecasting and budgeting
Cashflow analysis and optimization
Marketing Analysis
Customer acquisition and retention analysis
Labor productivity analysis
General Pricing
Pricing is based on many factors including number of transactions per month, number of employees, number of bank accounts, number of sales channels, number of locations, as well as other varying factors. After initial consultation we will be able to give you a solid estimate of cost and how those cost may change over time.
Your business is a machine organized by individual processes. Understanding these processes, and analyzing their efficiencies are ways to add more margin to your bottom line regardless of sales.
