Q: Does your firm have experience in my industry?
A: Our goal as a firm is to have a diversified workforce capable of handling any and all industries we are able to. That being said, our staff currently has experience in the retail, financial services, healthcare, health and wellness, fitness, real estate, coaching and consulting, web design, networking, fashion, commercial, government, home improvement and retail industries. We are willing and able to work with other industries as well.
Q: What challenges would you help me prepare for?
A: As finances and positive cash flow are the lifeblood of businesses, our services are an integral part of your business success. We help you identify and understand what your finances are and where your money's going. This way, we can determine what's working and what isn't working in your business, and where we can move money around in order to msximize profits and minimize liabilities.
Q: Do you have services for my business as it grows?
A: Yes we do. As your business grows, we grow with you. We have a variety of services that can be added on as your company needs. These additional services can be discussed further once your business is established with us as a client.
Q: Do you have a network of professionals to recommend when I need help in other areas?
A: Yes we do. We are a part of a network of professionals in multiple industries, both local and international. Feel free to inquire further about additional services you are seeking.
Q: How will you track and share my progress?
A: As a part of our onboarding process, we will determine which accounting software will suit your business best. Once we have generated your financial statements, we can track your progress month-to-month with classified transactions. If your business opts-in for the monthly half-day meeting, this progress will be shared during that time. Otherwise, there will be a document shared with your monthly financial statements showcasing your data.
Q: How will you communicate with me?
A: We will communicate via phone calls, texts (if you opt-in), emails, virtually (via Zoom, Skype, or Microsoft Teams), and/or in-person. The majority of communication will be via phone or email.
Q: Who will be my primary contact? Who else will be on my account?
A: This information will be discussed during your onboarding process.
Q: How can you help me reach my goals?
A: Through identifying your business's cash flow, as well as your SWOT (Strengths, Weaknesses, Opportunities, and Threats) Analysis, we will be able to create a plan with concise, actionable steps in order for your business to reach its goals.
