STARTUP PACKAGE

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-

BOOK IT

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