Our Services
The Financial Elevation FormulaTM
Your Goal
The FinScore
Our Playbook
Achieve Your Goals
We prioritize our strategic accounting work based on your goal(s), akin to a ‘Choose Your Own Adventure’ story. Most of our clients are looking for one of four potential improvements: growth, profitability, cash flow, or preparing to exit the business.”
Growth
We support businesses that want to grow by understanding how revenue flows into the business, from new client acquisition, to pricing, to client retention. Once we understand the best path to profitable revenue, we help our clients replicate those results.
Profitability
Profit is a critical factor in a sustainable business. With profitability as the goal, we focus on maximizing high-margin revenue and helping control the biggest areas of costs: cost of goods, sales/marketing, labor, and overhead.
Cash Flow
When a business is struggling with cash flow it can be hard to focus on anything else. With improved Cash Flow as the goal, we immediately focus on the cash conversion cycle – the timeline of how money moves in and out of the business.
Exit
When a business is looking toward an exit in the coming years, we focus on the valuation drivers and business maturity. Each of the financial statements need to tell a compelling story, but there are other factors needed to create a sustainable business that is ready to transition, including having the right plan, team, data, and systems, as well as mitigating risk.
The FinScore
The FinScore is a report card and diagnostic tool in one. It tells the financial health of your business – an objective way of evaluating your current state and trends across four major areas: growth, profitability, cash flow, and business maturity. The FinScore evaluates the business on 20 different metrics designed to give you a pulse on your business. It’s the mirror that shows you what’s working in your small business bookkeeping and what needs work.
Once we calculate your baseline FinScore, we review it with you on a regular basis to track your progress, as well as sound the alarm for anything moving in the wrong direction.
The FinScore allows your team to understand the current state of the business, track progress, and make better decisions to elevate your financial story.
The Playbook
The FinScore Playbook is how the rubber meets the road on your goals. Our Playbook is the culmination of dozens of books, courses, and best practices from our careers and extensive research. From over 450 total plays, we pluck the handful that will most dramatically impact the FinScore toward your goal.
With minimal involvement from you, our team implements the Playbook to bring about meaningful improvements in your business, all while handling the day-to-day of your accounting and bookkeeping services.
