ASSESSMENT

Find Out What is Working,

Find Out What is Not and Fix It!

Find ways to improve your business performance as the operational manager of your company by looking at how effectively your current accounting systems are working for you

We understand how important it is as a business owner to understand the true financial state of your business.  Our business assessment functions as an internal audit of sorts.  This assessment provides you with a powerful picture of your financial records.  Not only do we analyze your records, we also offer solutions for each weakness or problem area we discover, giving you the tools you need to make business decisions with confidence!

We begin our service process by reviewing any legal documents that affect how your accounting and bookkeeping system ought to be set up.  From there we learn about the dynamics of your business--products and services offered, workflow, delivery, pay categorizations, etc.  Once we have a strong grasp of your business we draft your comprehensive Financial Records Report and work proposal which serves as a foundation for our professional relationship.

Our Assessment includes, but is not limited to the following tasks:

A Comprehensive Report

  Reviewing organizational documentation and business plan

  Detailing whether your existing accounting records are a true and accurate representation of your company's financial state based on the information you provide

  Analyzing both the strengths and weaknesses in your current accounting system

  Confirming that your financial records are reconciled with previous year's tax returns and in accordance with your current needs

  Reviewing accounting software set-up to determine utilization and overall effectiveness

  Analyzing employee and sub-contractor records for tax reporting purposes

  Recommending changes to improve your existing accounting system

A Work Proposal

  Defining the specifics necessary to setup, catch up and/or clean up your existing accounting records to facilitate your business management needs including cost and timeline for completion

 If your existing records and bookkeeping/ accounting processes are in good order the work proposal defines how we may take away some or all of the burden of maintaining your books so you can concentrate more on your goals for the business

The Financial Records Assessment includes an in-depth Follow-Up Consultation to discuss the results of the assessment report and a proactive plan of action.

BEGIN TO UNLEASH THE POWER OF YOUR FINANCIALS TODAY