After 25+ years of experience, here are the 6 ways I help business save time, money, and gain clarity on their financial situation:

𝟭. 𝗜𝗻𝗶𝘁𝗶𝗮𝗹 𝗖𝗹𝗲𝗮𝗻-𝗨𝗽

The first thing that many clients need is a high-quality cleanup. This is getting all of their past records straight so they know their exact revenue, expenses, and profit. This allows my clients to finally file taxes properly, apply for a loan, sell their business, etc.

𝟮. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹-𝗧𝗿𝗮𝗰𝗸𝗶𝗻𝗴

After the clean-up, transactions are continuously sorted to make sure that the business is maintaining proper financial health. This alone can save some business owners 5-10 hours per week.

𝟯. 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗥𝗲𝗽𝗼𝗿𝘁𝘀

My detailed monthly reports on earnings and expenditures go beyond numbers; they provide a narrative of the business’s financial health, helping clients understand trends, identify opportunities, and address challenges.

𝟰. 𝗙𝗶𝘅𝗶𝗻𝗴 “𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗟𝗲𝗮𝗸𝘀”

By sorting through the finances, it’s common to come across many “financial leaks” I see in my client’s businesses - areas they’re unnecessarily spending money. Fixing these can prove to be a massive savings opportunity.

𝟱. 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗧𝗮𝘅 𝗣𝗿𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻

Continuous organization ensures clients are not just prepared for tax season but also potentially save on unnecessary tax expenditures.

𝟲. 𝗦𝘁𝗿𝗲𝘀𝘀 𝗙𝗿𝗲𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗲𝘀

By having their finances continuously organized, my clients are free to run their business without worrying about their finances. They know exactly how much they’re making, and they have a clear idea of where they’re going with their business now that they have a solid financial foundation.