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Our prices are set in advance, which means our clients don't have to worry about any mystery bill or unexpected "Additional Charges" or "Fees" that were not agreed upon in advance.

 

Management Accounting

Accounting isn’t just about numbers on a report, it tells a story of what is happening in your business.  Whether the story has good news or bad news, it paints a picture of useful and actionable information for the business.  For accounting to be truly helpful, it needs to be accurate, complete, and timely.  Management Accounting focuses only on information relevant to the decision makers of the business so that they can make informed, smart, and fast decisions. 

 

Our Management accounting reports are tailored to fit your industry and your unique business needs, typically including:

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  • Financial statements

  • Profitability by products or services, customers, projects, jobs, contracts

  • Responsibility accounting

  • Cost-volume-profit reports

  • And additional management reports

Budgeting and Financial Forecasting

A plan of action. Budgeting combines your business strategies with dollar figures, so that you can see how your business decisions could potentially affect the business. A budget also creates a benchmark for your business and gives you a better vision of the future for your business. It can also be used to help answer "what-if" scenarios like, what if you decide to introduce a new product line, adding a new location, hiring more people, or making a major purchase. How will all of this affect the bottom line? We can show you how the possibilities above or any other possibilities affect the bottom line.

Cash Flow Planning and Forecasting

Cash is king and the lifeblood of the business. We can help plan for how much cash you will have in the future based on expected cash coming in and going out of the business. Cash flow planning is very important if you expect any cash shortages to see if you need to borrow money or if you can afford to pay yourself a bigger bonus.

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KPI Dashboards

In today's business environment we have so much access to information that it can often times be overwhelming. Because it can be overwhelming, a business owner can often get distracted or even be misled with information that is not useful to help them run their business and make decisions. That is why dashboards are a great tool for reporting quick, useful, and easy to read information.

 

Key Performance Indicators (KPI) are measures of how a business is performing to achieve key objectives. KPIs are very important for business owners and their employees to quickly gauge business performance. Providing you with customized dashboards tailored to your industry and your company can help you run your business more effectively and efficiently.

Additional Services

Business Tax Return Preparation and Tax Planning

Financial accounting software set up and clean up

Bill Payment (Accounts Payable)

Payroll

Bookkeeping

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