Too Many Disjointed Pieces? I Can Help You Build Structure in your Operations.
cUSTOMIZED Financial Reporting
Dollar Value ~ $300 - $600 / Month
Struggling with understanding your financial data?
It doesn’t have to be that way.
My customized financial reporting provides you with clear, detailed insights into your business's financial health.
What’s Included:
- Customized financial statements and reports
- Key metrics and trend analysis
- Easy-to-understand summaries and actionable insights
cOMPREHENSIVE Budgeting and Forecasting
Dollar Value ~ $400 - $650 / Month
Finding it hard to plan for the future?
Things can change.
My comprehensive budgeting and forecasting take the guesswork out of financial planning.
What’s Included:
- Personalized budgeting and forecasting models
- Goal-setting and performance tracking
- Scenario planning and adjustments
In-Depth Profitability Analysis
Dollar Value ~ $450 - $700 / Month
Worried about your business's profitability?
You don’t have to worry anymore.
My in-depth profitability analysis provides clear insights into your financial performance, helping you maximize profits and identify growth opportunities.
What’s Included:
- Detailed profit margin assessments
- Analysis of revenue streams and cost structures
- Recommendations for enhancing profitability
Got questions before we get started?
I've got answers!
What is the difference between your Business Strategy Coaching and Strategic Accounting services?
My Business Strategy Coaching helps you develop and implement strategic plans to achieve your business goals. It involves personalized coaching sessions focused on strategic thinking, goal setting, and action planning. The outcome is enhanced overall business performance through strategic planning and execution.
On the other hand, my Strategic Accounting services provide financial insights and analysis to support your strategic decision-making. This includes customized financial reports, comprehensive budgeting and forecasting, and in-depth profitability analysis. The outcome is a better understanding and management of your financial health, enabling you to make informed, strategic business decisions.
These services can be highly complementary. For example, during a Business Strategy Coaching session, we might identify the need for a new revenue stream. My Strategic Accounting services can then provide the financial analysis to assess the feasibility and profitability of this new venture, ensuring that your strategic decisions are backed by solid financial data.
What is the distinction between tactical and strategic financial management?
Tactical financial management focuses on day-to-day financial tasks and immediate needs, such as bookkeeping, tax preparation, and compliance. Strategic financial management, on the other hand, involves long-term planning, goal setting, and using financial data to make informed decisions that drive sustainable growth. My services emphasize strategic financial management, helping you to develop and implement plans that align with your business’s long-term objectives.
Do I need to have extensive knowledge about financial insights and metrics to work with you?
No, you do not need to have extensive knowledge about financial insights and metrics to work with me. Part of my service is not only providing you with the necessary financial information but also supporting you in understanding it and learning how to use it effectively. My goal is to help you make informed strategic decisions, regardless of your prior financial knowledge. I'll guide you through the process, ensuring you feel confident and capable in managing your business's financial health.
What constitutes a good fit for your services?
I work best with clients who are dedicated to using financial insights for strategic decision-making and long-term growth. If you value customized financial reports, comprehensive budgeting and forecasting, and in-depth profitability analyses, and are committed to enhancing your financial management skills, we’ll likely be a great match. My services are tailored for business owners who prioritize strategic planning and proactive management over mere compliance and tax preparation.
What type of clients do you not work with?
I do not work with clients who only want to delegate tactical financial tasks without engaging in strategic planning. If you do not have the time or interest in using financial data to guide your business decisions, prefer a reactive approach to management, or focus solely on compliance and tax preparation, my services may not be the best fit for you.
How do you define a micro-business?
A micro-business is defined as a business with 10 or fewer employees. I choose to work with micro-businesses and solopreneurs because of the efficiency and effectiveness that comes from collaborating directly with one or two decision-makers. This streamlined communication allows us to implement strategic financial insights and make impactful decisions more quickly and effectively.
What makes your services worth the monetary investment?
When evaluating the value of my services, it's important to consider more than just the time and labor involved. The true value lies in the outcomes and the strategic insights gained from our work together. For instance, my customized financial reports, comprehensive budgeting and forecasting, and in-depth profitability analyses provide actionable insights that can lead to significant improvements in efficiency, profitability, and long-term growth. These outcomes contribute to your business’s overall health and success, far outweighing the initial investment in my services.
Are bookkeeping services included in your Strategic Accounting Services?
No, bookkeeping services are separate from my Strategic Accounting Services. I expect that your transactions will be coded into your chart of accounts. This setup allows me to generate and interpret accurate financial reports and insights for you. If you need assistance with bookkeeping, I can assign staff to handle it as a separate package, priced accordingly.
Do you use specific accounting software for your services?
For bookkeeping, I use QuickBooks Online exclusively. For the Strategic Accounting Services components—Customized Financial Reports, Comprehensive Budgeting and Forecasting, and In-Depth Profitability Analysis—I use other specialized systems and tools to ensure the best results for your business.
How often will I receive financial reports?
You will receive customized financial reports at regular intervals, based on the frequency agreed upon during our engagement. This ensures you have up-to-date information to make informed decisions.
What kind of businesses do you typically work with?
I work primarily with service-based solopreneurs and microbusiness owners. My services are tailored to meet the unique needs of these types of businesses. This includes some nonprofit organizations, depending on their operations structure..
What if I already have an existing bookkeeper, accountant or financial advisor?
That’s perfectly fine. My services can complement the work of your current bookkeeper, accountant or financial advisor. We can coordinate to ensure that all aspects of your financial management are seamlessly integrated.
How do you ensure the accuracy of your financial reports?
Accuracy is a top priority. I use established accounting principles and best practices, combined with the latest technology, to ensure that your financial reports are precise and reliable.
What is the cost of your Strategic Accounting packages?
The cost for the Strategic Accounting Only package ranges from $500 to $800 per month. If you opt for the Strategic Accounting with Bookkeeping Add-On, the total monthly fee ranges from $700 to $1,200. The exact cost depends on the complexity of your financial transactions, the volume of financial activity, and the number of bank and credit card accounts. These factors determine whether you fall on the higher or lower end of the pricing range.
How do I get started with your services?
Getting started is easy. Simply book a free consultation, and we’ll discuss your specific needs and goals. From there, we can create a customized plan to help you achieve your financial objectives.
Is this right for you?
This is for you if...
- You are dedicated to using financial insights specifically to make strategic business decisions and achieve long-term growth.
- You value customized financial reports that provide deep insights into your business's performance for strategic planning.
- You prioritize comprehensive budgeting and forecasting to align your financial plans with your strategic objectives.
- You seek in-depth profitability analyses to understand and enhance the financial health of your business.
- You are committed to enhancing your financial management skills and willing to engage in the necessary work and learning to operate your business from a strategic perspective.
This is NOT for you if...
- You only want to delegate tactical financial tasks without engaging in strategic planning.
- You do not have the time or interest in using financial data to guide strategic business decisions.
- You are comfortable with a reactive approach to business management and have no desire to become more proactive.
- You are not seeking a strategic partner to help enhance your financial management practices.
- You are focused solely on compliance or tax preparation rather than using financial insights for day-to-day operations management and long-term business growth.
Ready to Elevate Your Business?
Let’s discuss how a personalized Strategic Accounting package can address your unique needs and help you achieve your financial goals. Book a call with me today to see if we’re a good fit and how my services can be tailored specifically for you.
