Unlock Financial Precision and Align for Success!
Calling all Financially Fierce Founders! Are you ready to align your bookkeeping software with your Financial Formula and take control of your business's financial performance?
Look no further!
Our Book Calibration services are here to empower you in concert with your financial A-Team. We'll calibrate your chart of accounts, enabling you to compare your financial plan to your actuals and track your progress with confidence.
Experience the transformative impact of aligning your bookkeeping software with your Financial Formula. Together, let's unlock financial precision and propel your business to new heights!
The Power of Collaboration //
At Nail The Numbers, we understand that financial success is a collaborative effort. That's why our Book Calibration services involve close collaboration with your bookkeeper and/or accountant. By working together, we ensure that our services are tailored to your unique business needs and objectives, setting you up for long-term financial success.
Book Calibration Service
Deliverable #1: Chart of Accounts Calibrated as per your Financially Fierce Formula so you can track where income is being generated and allocated.
Deliverable #2: 12-Month Forecast uploaded to your bookkeeping software so you can track your progress to plan.
Deliverable #3: Review financial software with you so you can pull reports, measure your process, and build up your value.
Deliverable #4: List of recommendations that can be reviewed with your bookkeeper and/or accountant so you can nail your numbers.
Week 1: Intake Form and Call completed.
Week 2: All Agent requirements are fulfilled.
Week 3: Recommended Chart of Accounts revisions sent to your bookkeeper and accountant for review.
Week 4: Chart of Accounts adjusted and 1 Year Forecast uploaded.
Week 5: Review the revised Chart of Accounts and receive training on how to pull and assess reports. Review the list of CAA recommendations.