There is a BIG difference between proactive accounting and reactive accounting.
We are focused on forward looking and partnering with the owner to grow the business. Most accountants rarely see their clients. We are focused on sharing our knowledge to help them make more informed decisions.
That is why we meet on a regular basis with our Virtual CFO services. Whether in Chicago, Phoenix or any other city, we are here to help!
3 simple steps to no financial stress
In 3 steps, you can go from overwhlemed and stressed to peace and profitable.
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Tech That We Use Because We Are In The 21st Century
We use Quickbooks and Xero to help streamline financial processes and provide accurate and timely information. This ensure accuracy in your financial records and allows you to make informed decisions based on up-to-date information rather than relying on outdated figures.
Through the use of forecasting software, we are able to track KPIs (Key Performance Indicators) for your business. We are also able to track both financial and non-financials KPIs which is essential for understanding the health of your business .
VIrtual meeting hubs
We focus mostly on collaboration. That is why we are able to not only host meetings, but retain the recorded meetings for future use along with transcriptions so you can know exactly what we spoke about. We also ensure there are actionable steps leaving every meeting so your time is not wasted.
Encryption software and secured portals
We know that security is important. We make sure to protect your information that is shared and uploaded. Also in use are secured portals to manage documents.
The best way to be an order is to create Sandard Operating Processes in your business so it can start running whether you are there or not. We help transform that into a tech system so all employees will know how things work which ultimately helps the business grow faster.
We use tech that can predict trends in your business so you are able to monitor your cashflow as you are operating your business.
And many more!
We work with your industry tech to create your tech stack for business streamlining
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