Accounting Solutions
That Work For You

Every month, by us:

• Financial statements delivered in plain English, so you know what you made and where it went
• Annual budget built and kept current, so spending follows a plan
• Cash flow report updated, so a tight month shows up weeks ahead
• The few numbers that matter most tracked, so problems surface early

What you do:

One thirty minute review call a month. Ask anything.

You will not dig through spreadsheets or guess whether you can afford the next hire.

Every year, by us:

• Profit plan set, with a clear revenue target behind it
• Break-even number calculated, so you know the sales level where losses stop
• Prices checked against your real costs, so every job earns its keep
• Labor, materials and marketing costs reviewed for the leaks eating your margin

What you do:

Two working sessions and access to your books.

You will not price by guesswork or find out in December that the year lost money.

Every year, by us:

• Goals turned into a written plan with priorities and owners
• Team structure mapped, so everyone knows who owns what
• Bottlenecks in daily operations found and fixed
• Strengths and gaps named honestly, with next steps for each
• Job descriptions written, so hiring and reviews have a standard

What you do:

One kickoff session and short check ins. The planning happens behind the scenes.

You will not chair another planning meeting that ends without decisions.