We use Zoho Books as the foundation for bookkeeping & accounting. Just getting your books in order and updated in real-time on accounting apps can provide the framework for a pretty amazing story. But if you want to propel your business to new levels, we’ll give you the story beyond your numbers and share important business insights through proactive business advisory so you can be confident that the decisions you make are always the best options given the situation.

Our approach to Business Advisory is comprised of components and three stages that give you the framework to develop a interesting story for your business.

The Components:

The Business Assessment

With everyone sharing information, this Business Assessment helps to formulate a step-by-step roadmap of constant improvement and advancement toward your goals. You’ll have access to the best practices that the most successful companies have used to grow, innovate and succeed.

• Save time by avoiding putting out the same fires over and over

• Delegate responsibility with accountability and transparency

• Build a team that works effectively to create a great business

The Stages:

Discovery

We ask questions and listen so we understand where you want to take your business and where you want to be in terms of focusing on what you do best.

Data Storytelling

We take the financial numbers from Zoho Books and use Zoho Analytics BI with data analytic tools to gain invaluable insights to drive business performance. We interpret your numbers and communicate the story behind the numbers. This leads to recommendations with actionable steps you can implement today to improve your business operations.

Continuous Business Improvement

We implement a Collaborative Hub with the Business Assessment as a framework to help you move forward progressively. Working together to build the business you envision with goals and objectives based on measurable results for scalable and sustainable growth.