Many people speed through the month busy with the day-to-day demands of running their business. Then at the end of each month, they look back wondering, “What happened? Where’s my money?”
To help answer that question, you may receive a monthly package from your bookkeeper or CPA that includes a:
But if you don’t know what those numbers are really telling you, you won’t see what’s really happening in your business. What’s more, you won’t know how to steer it away from trouble and towards greater success.
Every month, we personally sit down and review your financial story with you. You’ll clearly see where your money is coming from and where it’s going. And we offer suggestions to move you up to where you want to be.
Because your financial statements are your short story, case study and novel all rolled in to one, we go beyond the typical CPA packet by preparing more meaningful financial packages.
Your monthly packages not only include the standard documents mentioned above, we also add the critical documents listed below. This gives you a complete story showing what’s really happening in your business and where you can shift decisions to create a continuously stronger company.
Monthly Comparative Balance Sheet
Monthly Comparative Profit and Loss Statement
Monthly Comparative Cash Flow Statement
In business, you don’t have to be a big guy to think strategically like one. You just need the right information and the right team to support you. To see how we provide you with that support, schedule your free consultation today.