Fine tune your accounting functions and make your work better and easier.

  • Can the system scale?
  • What is causing the discrepancy?
  • What processes do we need to put in place?
  • How is the integration working?
  • Do we have a chain of command?
Plan

What is the agenda?

Progress takes time, and it also takes hard work. We help you progress towards your goals by identifying any areas in your business that could use improvements in communication or timeliness. These meetings are a jumping off point for projects, giving us the space to talk processes/operations, efficiency, and improvements.

magnify

We Implement Action Plans

Together, we create a plan to either streamline your current processes, or put a new one in place. We set goals and track our progress.

magnify

We Discuss Work And Process Improvements

We identify any areas that are costing you time and money. We work with your team to streamline your processes through better communication, improving efficiency, and more.

magnify

We Measure Success

We identify key metrics at the beginning of a project to benchmark our work and make sure we're moving in the right direction to help you meet your goals.

We work with businesses of all sizes

Retail

You sell things at a physical location or online

eCommerce

Amazon, Etsy, Shopify, etc.

Specialty

Food, art, handmade, etc.

Technology

You develop and sell technology and software

Technology

SAAS, licenses, research, etc.

Engineering

Applications, consulting, etc.

Food & Hospitality

You take care of people's food, lodging and travels

Food

Restaruants, bar, cafes, etc.

Accomodations

Rentals, tours, adventure, etc.

Professional Services

You offer your experience to people and businesses

Business

Legal, IT, marketing, etc.

Consulting

Strategy, education, etc.

How it works

1The work

Together, we identify the work our team can easily take off your plate.

Bookkeeping

We record the money you collect and spend

Controller

We manage your financial activities and reporting

Back Office

We support you with your day-to-day requirements

Modeling

We design financial forecasting and metrics

2The conversations

We schedule the conversations that are most appropriate depending on your goals.

Tune

We talk about work, processes and systems

Sync

We interpret numbers and trends

Plan

We forecast and measure assumptions

3The extras

We jump in as needed for deep dives, one-time projects and planning

Setup / Cleanup / Analytics

Here are a few things we can talk about

Accounting work and its financial reporting is useful only if it impacts the decisions you make to propel your business forward. We understand the significance of expressing your numbers and financials in a way that is understandable to you. We meet you where you're at to help you make the connection between your numbers and your business so you can feel confident making those necessary decisions.

Process

What can I do to make sure nothing slips through the cracks?

Technology

I heard about this software. What are your thoughts?

Workflow

What adjustments can we make to ensure the workflow is smooth?

Approvals

What is the chain of command for this?

Documentation

How can I organize my documentation?

Time

How can we use our time more efficiently?

Responsibilities

Is this something I can take care of, or are you in charge?

Timeline

What is our timeline in getting this process implemented?

Materiality

How significant is the financial error?