FINANCIAL OPS CHECK UP
QuickBooks Review
Is your Quickbooks a mess? How is it set up? Could it be better? We’ll let you know.
Business Compliance Checkup
Is everything up to date? Did you miss a tax deadline? Our team will take a look for you.
State of the Company Report
Understand your key numbers and evaluate any changes needed.
Budget Review
We will review your current budget and make 3-5 suggestions on the framework.
Payroll Value Review
Are you working with a value-added payroll partner? We will take a look to understand your payroll pain points and suggest next steps.
Financial Clarity Call
One-hour consultation to discuss your needs or evaluate your ops.