Our Process
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Bookkeeping
The heart and soul of any strong business foundation is solid bookkeeping. If your books are disorganized and difficult to understand, then of course, you will have a very difficult time seeing the financial position you are in as a business. A clean and clear bookkeeping method will not only let you see where you are financially, but it is the first building block in the adventure that is growing a successful business!
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Business Standing - (Where Am I?)
Here is the thing we run into with a large percentage of the businesses we work with. We get told all of the time, "I know we are making money, but we don't know exactly how much, what our margins are, how much income to expect, or how much money is going to go out next month. I don't know where we are as a business."
This is a very difficult obstacle to get around, especially when you are invested on the day to day of running your business. You have to focus on vendors, orders, customers, and employees. With all of this going on, maintaining a visual on your business as a whole becomes quite challenging.
With proper bookkeeping and an in depth look at your business, it is our goal to show you the forest, when trees are all that you can see. We get to know your business intimately; what you do, how you do it, what are your processes and procedures, and how have you been conducting your business.
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Forecasting
Now that we have all of the books in order, and we know exactly where you are as a business, things get really fun!
We can use this information to do something that most businesses really struggle with. We can accurately forecast. We know how much is coming in, we know how much is going out. At this point we can start putting together easy to read data that shows you your trends and trajectories over a period of time. We use this information to help you create new business goals for the quarter, the year, or even longer term.
This opens up new opportunities for budgeting for your short term and long term growth!
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Streamlining
Okay, it seems that everything is looking bright, but where do we go from here? Streamlining your business helps in more ways than you can imagine. This is where we look at the structure of your processes and procedures. How can we implement new systems so that you aren't spending countless hours on paperwork or damage control?
There are so many ways within any business to optimize how you do what you do. Every business will be different, but the end goal here is to save you as much time as possible so you can focus on doing what you love doing. Working on your business.
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Marketing
Marketing isn't necessarily high on the priority list for most businesses. In some cases, word of mouth is more than enough to keep a company busy. There are, however, new startup businesses, or even established businesses that have a hard time getting their name out there. We have a plan for that, too.
We have tailored programs to fit your exact need and budget. Don't have a budget for marketing? Refer to Forecasting, and let's set one up!
If you are looking to create a website, send out huge marketing campaigns, or even just have someone simply update your business social media pages on a regular basis when you are strapped for time, we have an option for you.
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Growth
Well, here we are. The final step in our process. Growth. Once we have accomplished the above items, we can focus on growth. How big do you want your business to be? The sky is the limit. As long as everything we have discussed is being implemented in every step of your business, then the growth will follow. Start a second location, sell your products to a wider customer base thousands of miles away, hire more employees to handle the increased work load, even put yourself in a position where you don't have to be involved in the day to day if you don't want to be.
We will continue to work with you to handle any growing pains that come with it. Sit back, relax, and enjoy what you have built. And who knows, maybe we can build your next business together.