You’ve got your bookkeeper and CPA team, and they’ll do anything for you. Any report, they deliver it, payments? They never miss. But you still don’t have that strategic emphasis coming from the finance side. You’re leading everything, and you have the feeling it could be stronger with a partner.

The situation here is that nobody is focusing on operational finance. The bookkeeper is focused on transactional record keeping and the CPA is focused on tax. Who is making sure the business is functioning optimally from a financial perspective?

Here’s how we approach this situation:

It’s all about how we understand how the business makes money. Here are examples of the questions we work to understand:

• For every dollar we sell, how much does it cost to produce the work?
• For every dollar we sell, how much does it cost to operate the business?
• How long does it take for the business to convert sales into cash?
• How much does it cost the business to produce its sales?

We are building a financial operating machine. Once built, you will know exactly which levers to pull and what dials to turn to get the outcomes you want.

:aardvark-symbol-black: Result : A Unifying financial strategy

A partner to your business that is dedicated to the following priorities:

• Financial outcomes exclusive of operational distraction
• Performance standards set with the owner
• A resource for your existing accounting team
• Bandwidth amplifier for the owner (someone else owns this…you don’t have to hold it all together)