What's in it for You?

Let's discuss what types of accounting & payroll  services you should consider based on your business needs.   Second only to legal issues, accounting and payroll is your most important responsibility in any business.

Allow us to review your proposed or existing accounts, help decipher basic accounting terminology, and explain basic accounting processes and how they tie in with your banking, financial reports and taxes.  

We also have experience with internal audits!

Let's work together to  set up a basic budget for your business or organization.  Add this to your business plan as a key step in moving forward!  If you don't have a business plan yet - we can help with that as well!

If you need insight around understanding  or creating financial reports that are tailored to the needs of your business, and mean the most to stakeholders, let us help!  We can also help create finance-related forms for day-to-day use.

We can assist you with helping your board or staff with understanding budgets, financial reports, or other accounting-related matters and their importance in your organization.   

(*Travel & Accommodation Extra)

• Which reports tell me how my business is  doing financially?
• What is a Chart of Accounts?
• How do I reconcile a credit card or bank statement?

Events may become necessary as you move into the promotion and marketing phases of growth.  

As you grow, conferences, fundraisers, appreciation events, launch parties, banquets or celebratory events may be needed to garner additional supporters.

We've got you covered here too!  

We can offer basic training on logistics for those who want to try DIY event planning.  

We have created events from small fundraising banquets to full-blown festivals to 1,500 person concerts and an airshow!

If you don't have the time or don't know where to start, let us do the wrangling for you, or coach you through the steps!

From venue selection to wrap up, we can guide you every step of the way, whether we help you in the planning stage, the promotion, logistics to launch, or with feedback after-the-fact.

An experienced Event Planner can help you create a memorable event for your target audience. 

(*Travel & Accommodation Extra)

Creating procedures for each responsibility will go a long way to getting you the result you want, and the consistency you need to ensure your events have the desired outcome.  We can help you get there through developing step-by-step, task-specific operating procedures that anyone can follow.

Our experienced Event Planner can create processes, procedures and training for your staff and volunteers as needed.  

(*Travel & Accommodation Extra).

• Where do I start?
• Why are events necessary?
• Is it worth the effort?

Your most valuable assets are the people who have sought out employment with your company.  They spend a third of their day devoted to the growth and success of your business, so making sure you have the right people in the right positions to maximize your potential is imperative!  

Be inclusive - Be professional - Be communicative!

Describing what you expect of others should be made clear from the beginning.  They should know exactly what job they are being asked to do, what the outcomes they should achieve are, and what they will get in return for their time, skills and effort.

We can review draft job descriptions, create them, or simply make recommendations depending on your needs.  Defining expectations up front helps to reduce turnover.

Preparing thoughtful and relevant interview questions for each position is important so that candidates can have an equal opportunity to be compared before final selections are made.

We can review draft interview questions, create them, or simply make recommendations depending on your needs.

We can provide resources and information on skills testing, reading body language, and more. 

We can review a draft or create a comprehensive on and/or offboarding checklist that will ensure compliance items are addressed, benefits, payroll and other critical information are collected, and communicated to key staff.

We can also assist with an anonymous exit survey to aid in obtaining substantive feedback from former staff.  Candid feedback is how you learn and grow!

• Where do I find qualified staff?
• What do we offer that sets us apart from the competition?
• We have high turnover...how do we fix that?
• At what point should I hire additional staff?

Efficiency and work flow can save time and frustration for you and your staff.  Ineffective processes can stall productivity and lead to unhappy customers, workers and owners.   Let us help you identify areas for improvement and help you put quality at the forefront of your operations.

A Process Improvement Specialist can shadow workers to learn about how existing processes are being done in order to identify and report areas for improvement which will ultimately improve your bottom line.  (*Travel & Accommodation Extra)

A Professional Organizer can visit your location to help set up your home office or your store front to help you start off in the most efficient way possible.  Existing businesses can be visited and suggestions made to improve work flow and efficiency saving time and money.

(*Travel & Accommodation Extra)

• My warehouse is a hot mess!  Where do I start?
• Our shipping times are way too long!  How can we fix this?
• I feel like I can't get my work done fast enough to meet customer demands!  What do I do?