Phase 3: Analyze the Results

Step 7: Close Each Month

Because we’re physically doing all the work, you get our CPA-level professional experience, expertise, and efficiency.  We close the books at the end of every month by performing the bank recs, confirming everything was entered where it was supposed to be, and make CPA journal entries for proper reporting.  Your books will be reliable. Every month.  

Step 8: Develop & Monitor KPIs

With reliable books closed timely, we give you our most valuable gift: Key Performance Indicators.  KPIs are the metrics used to improve profits and enable your company to run better. They transform your business from simply surviving to dependably thriving.  

Step 9: Collaborative Monthly Meeting 

We meet with you on a monthly basis.  Regular communication will enable you make course corrections before it’s too late, talk through upcoming opportunities, fine tune collaboration, revise goals, and ultimately make your finances work FOR you, not against you.