Informed decision making and deeper insights you need for real business growth, helping you turn your hard work into the financial outcome you envision.
Providing you the financial information you need along with guidance on what to do with it.
Operational and transactional accounting that delivers the financial information you need without keeping you in the office.
|Services||Growth Focus||Accountability Partner||Basic Services|
|Cash Flow and Forecast Reports||√||√|
|Semi-Annual Budgeting and Forecasting||√|
|Budget to Actual Comparison Report||√||√|
|Bank and Credit Card Account Reconciliations||√||√||√|
|Financial Statement Preparation||√||√||√|
|2 Unique Reports Designed Specifically for You||√||√|
|Revenue and Expense Recording||√||√||√|
|A/R and A/P Tracking||√||√||√|
|Loan Balancing and Reconciliation||√||√||√|
|Regularly Scheduled Monthly Consultations||√||√|
|As needed consultations||√||√||√|
|Equipment Usage and Productivity Rates||√|
|Labor Productivity Rates||√|
|Key Performance Indicators Analysis||√|
|Expense and Growth Planning||√|
There’s probably an App for that.
Your online cloud accounting software could be more efficient and versatile than it currently is. Have you considered adding an app, but researching and implementing it isn’t in your schedule? We can help! Links to browse some of the online App Stores:
What our clients have to say:
Working with Lisa is great. She has that very personal touch. She is very professional and always looking at ways to help you focus on what's best for your business.
Lisa's bookkeeping, accounting, and small business skills set her apart from the rest. She's strategic, professional, timely, and current in her field of study. Lisa has proven herself as an important part of my TrailTalk team.