If you are a new business owner who is looking to start off on the right foot with their financial management systems- this package was created for you.
HOW IT WORKS
Phase 1: Discovery
We take an in-depth look at your business, its financial cycles, any existing management processes and the owner’s vision and objectives.
Phase 2: Design
We create a detailed overview of the target financial management system for the business (the “end state”), including process descriptions and tool recommendations for:
Banking & bill payments
Customer invoicing & receipts
Cash flow monitoring, forecasting and management
Document collection, processing and retention
Tax and compliance: filing and remittance
Expense tracking and control
Profitability and KPI monitoring
Bookkeeping and internal reporting
Phase 3: Flight Plan
We create a step by step guide to set up all financial management systems and bring the business to the target end state
Phase 4: Execution
We provide robust implementation support and training every step of the way.
INVESTMENT: $ 3000-
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