1. Monthly Financial Review Meetings

Review Reports: discuss new data and changes.

Decide on Action steps.

2. Cash Flow Strategy

A proven system that organizes and tracks your cash flow to simplify management.

Assurance that the money is always where it needs to be when you need it.

3. Financial Planning

Budgeting for prosperity, starting with what you need from the business. Yearly Budgets and Projections, and

5 year planning.

3. Accounting System Setup and Custom Design

Set up Accounting in Xero or QuickBooks Online

Design Chart of Accounts appropriate to your business

Customize Chart of Accounts to be meaningful to you

App Integrations for automation and efficiency