Have questions? Call us at 714-290-1005
IS THIS THE RIGHT PLAN FOR YOUR BUSINESS?
You’re ready to take your finances to the next level and basic bookkeeping doesn’t cut it anymore.
We clean up the books, bring the finances up to par, and build a process around the strong maintenance of your books.
We provide monthly reporting and insightful feedback about your business each
CLIENT SCENARIO
We have a client who owns a small retail business. The business owner took a DIY approach for the accounting by doing it herself—something lots of business owners do. They were experiencing growth and fast. For a small business, this can be dangerous because the lack of support and time. They need the resources and expertise to scale their processes with their business.
So, as most business owners do, the owner implemented a bunch of new software into her business. Problem is she didn’t have the systems in place to control and manage those software which left them to be set up incorrectly. Giving her more problems rather than fixing them.
HOW WE HELPED
The client hired us on board and we did all of her accounting from scratch. We untangled deposits and expenses to the correct accounts. We got all of her software set up and running correctly. We cleaned up any untied ends in her books. And now her accounting organized, manageable and efficient.
Now, we are finally able to create reports with graphs that tell her the accurate picture of her business. She can feel relieved that her accounting is under control and in the right hands.