.png)
///////////////////////////////////////////////////////
BOOK CLEANING + CALIBRATION SERVICES.
///////////////////////////////////////////////////////
BOOK
CLEANING.
Attention all business owners grappling with financial chaos! Are you overwhelmed by disorganized books, puzzled about your cash flow, and buried under overdue filings? Fear not! We're here to rescue you and help you regain control of your finances.
Our 5-Point Book Cleaning Diagnostic offers a comprehensive review of your financial records, focusing solely on the identification and recommendation of areas needing attention. Our Agents provide expert insights and actionable recommendations to help you achieve financial clarity and ensure the integrity of your books.
THE 5-POINT DIAGNOSTIC //
Financial Reporting: A review of prior year adjustments, closing trial balance, and balance sheet for accuracy, providing recommendations for corrective action.
Reconciling: Evaluation of reconciliation of all accounts, providing recommendations for correcting discrepancies and ensuring accuracy in financial records.
Chart of Accounts: Assessment of alignment with best practices and accuracy in recording revenue streams and payment processing fees, offering recommendations for improvements.
Payroll: Review of payroll processes, including source deductions reconciliation, shareholder loans and tax compliance, and provide recommendations for accuracy and regulatory adherence.
Tax Compliance: Assessment of sales tax reconciliation and compliance, providing recommendations for timely filings and correct setup of tax-related accounts.
TIMELINES //
-
Week 1: Initial Consultation completed.
-
Week 2: Books reviewed.
-
Week 3: Recommendations delivered.
For more information email us.
BOOK
CALIBRATION.
Calling all Financially Fierce Founders! Sync your Formula with your bookkeeping software* and seize control of your business's financial performance.
Our Book Calibration service fine-tunes your chart of accounts and uploads your financial plan so you can pull reports and monitor your progress with unwavering confidence.
SOFTWARE //
Our Calibration Agents specialize in QuickBooks Cloud and Desktop, Xero, and Sage platforms to cater to your specific software needs.
COLLABORATION //
we recognize that financial success is a collaborative endeavour. That's why our Book Calibration service entails close collaboration with your bookkeeper and/or accountant.
DELIVERABLES //
-
Deliverable #1: Chart of Accounts calibrated to your Financially Fierce Formula for precise tracking of income generation and allocation.
-
Deliverable #2: 12-Month Forecast integrated into your bookkeeping software for real-time progress tracking against your plan.
-
Deliverable #3: Review of software functionality to enable report generation and progress measurement.
-
Deliverable #4: Compilation of recommendations for discussion with your bookkeeper and/or accountant to optimize your financial performance.
TIMELINES //
-
Week 1: Intake Call completed.
-
Week 2: Calibration recommendations drafted and reviewed with the Founder.
-
Week 3: Recommended Calibration reviewed and approved by the Founder’s bookkeeper and/or accountant.
-
Week 4: Books calibrated, and 12-month forecast uploaded and reviewed with the Founder.
For more information email us.
