Let us help support your team in completing specific projects to improve your business.
previous projects
Key Performance Indicators (KPI) Reporting
We can recommend the top 3-5 best KPI metrics to track for your industry and to achieve your target goals. We will automate the reporting so that it minimizes your team's effort to have it weekly/monthly.
Business Plan Financial Forecast
We help build financial business projects for your new business. If you've been considering starting your own business and need support building out projects to understand how much capital you need to get started we can help with industry standards to build projections for your new venture.
Weekly Operations Team Reporting
A weekly operations meeting is a great way to keep your team informed and lead your business to your goals. We develop customized reporting for your industry and business to help you to align with your team on their progress towards goals each week/month.
Quickbooks Online Setup & App Integration
We are well-versed in QBO and integrating apps. We've supported integrations with various apps and can help get you connected for a more efficient process in your work flow. Whether its invoice reporting, bill pay or payroll accruals.
Payroll Setup
We can support your payroll setup whether you are just needing it for S Corp, hiring your first employee or converting from a different provider.
Financial Process Definition & Automation
We have years of experience in accounting and have helped our clients define their processes, add controls if necessary and then help streamline them for their team.