We Know What's On Your Mind
What does cloud-based mean and how would that impact me?
Cloud-based means that we can work anywhere in the world, with anyone in the world using cutting edge technology to communicate, pay bills, report, track time and more! The final result is a business that is more streamlined and efficient.
My company is pretty small. How can I justify this expense?
How can you not?
“Those who don’t know history are destined to repeat it.” – Edmund Burke
This applies to the history of business as well. If a client of ours has the opportunity to make profitable changes based on information we will be providing to them, our service pays for itself.
I would rather save the money and do this myself.
That is an admirable goal if you feel your time is better spent doing your books instead of pursuing your true passion. Usually business owners can make exponentially more money outsourcing their finance department because they are able to direct their efforts towards what they love.
I'm used to employing a bookkeeper or controller. How would this be different?
In the majority of cases, a switch to a virtual finance team means costs savings for the business. All the expenses that go in to having an employee (i.e. taxes, insurance), would no longer be impacting your bottom line. In addition, since we work with several different types of businesses we function more like a peer versus employee so we can have difficult, sometimes sensitive conversations to help your business improve.
If I have you do my books, how do I get you the information you need?
We have the technology to “fetch” your bills from most vendors. In the absence of that, your vendors can email bills to a dedicated email address which feeds directly into our bill pay queue. Speaking of bill pay, most vendors we can pay electronically so they get their money faster or we can go old fashioned and send a check.
Just need to send a document?
Each client is provided their own secure, private portal where our communication happens and files can be uploaded and stored for future use.
I really don't want it to appear like I have an outsourced finance team.
White label us! We have many different “titles” in many different companies: Controller, Director of Accounting, CFO, and more. Make your small business look like it’s really cooking by white labeling our services with your business name. Imagine your company having a full finance department! Your customers will be impressed.
Let’s Make Your Books as Bright as the California Sun
Ready to ditch the confusion and finally understand your numbers?
Let’s talk about where you’re at and how we can help you grow with clarity.