Get in sync with your financials and become confident talking about your numbers

  • What is my break even point?
  • How much did I spend last month?
  • What number do I need to pay attention to?
  • Did I make money this quarter?
  • What is my cash burn?
Sync

What is the agenda?

Clarity fuels inspiration which fuels empowerment. We work with you to help you develop a deeper understanding of your numbers so you can make decisions and talk about your finances with confidence.

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We Look At The Numbers

Together, we look at your numbers to assess where you're at financially. We walk you through what each number means, how it affects and is affected by your business activities and what they mean for your financial health.

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We Observe The Trends

We look through your financial history for any trends in your numbers. We talk you through what these trends represent, what they mean for your business and how they developed based on your activities.

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We Discuss What It All Means

We sit down with you to walk you through your accounting: what it means, how your numbers connect with your business activities, and why it is important. We sync up on our understanding of your business and how it affects your trends.

We work with businesses of all sizes

Retail

You sell things at a physical location or online

eCommerce

Amazon, Etsy, Shopify, etc.

Specialty

Food, art, handmade, etc.

Technology

You develop and sell technology and software

Technology

SAAS, licenses, research, etc.

Engineering

Applications, consulting, etc.

Food & Hospitality

You take care of people's food, lodging and travels

Food

Restaruants, bar, cafes, etc.

Accomodations

Rentals, tours, adventure, etc.

Professional Services

You offer your experience to people and businesses

Business

Legal, IT, marketing, etc.

Consulting

Strategy, education, etc.

How it works

1The work

Together, we identify the work our team can easily take off your plate.

Bookkeeping

We record the money you collect and spend

Controller

We manage your financial activities and reporting

Back Office

We support you with your day-to-day requirements

Modeling

We design financial forecasting and metrics

2The conversations

We schedule the conversations that are most appropriate depending on your goals.

Tune

We talk about work, processes and systems

Sync

We interpret numbers and trends

Plan

We forecast and measure assumptions

3The extras

We jump in as needed for deep dives, one-time projects and planning

Setup / Cleanup / Analytics

Here are a few things we can talk about

Accounting work and its financial reporting is useful only if it impacts the decisions you make to propel your business forward. We understand the significance of expressing your numbers and financials in a way that is understandable to you. We meet you where you're at to help you make the connection between your numbers and your business so you can feel confident making those necessary decisions.

Terminology

What does this mean?

Trends

Is there a pattern to my income and spending?

Break even

Am I making enough money to cover my expenses?

Income

How much am I making?

Expense

What do I spend money on?

Reports

What do I need to pay attention to on this report?

Activities

What's happening in my business?

Cash

How much cash do I have available?

Debt

How much do I owe people?