We will set up your Financial Dashboard; a fully customized screen showing you the key financial information you need to run your business. You’ll come to rely on this Financial Dashboard just as much as you rely on the dashboard in your car when driving.
Management reports, forecasting and budgeting help you plan and will give you an early-warning signal if you are likely to face cash shortages. This service will give you a continually up-to-date complete picture of what your business might look like in the future. In fact, this is such a powerful business planning tool banks very often insist on it as part of raising finance.
Forecasting and budgeting help you plan and will give you an early-warning signal if you are likely to face cash shortages. Our forecasting service looks at each of your forecast profits, cash and net assets giving you a complete picture of what your business might look like in the future. In fact, this is such a powerful business planning tool banks very often insist on it as part of raising finance.
Everything about our standard cloud accounting packages is online. But from time-to-time some clients prefer us to carry out the bookkeeping at their premises (typically when a desktop accounting system). If you want us to carry out the bookkeeping at your premises you can choose this as an upgrade.
If you are a limited company or have employees you will need to have a payroll system set up and operate payroll. Many of our clients choose to let us then run the monthly payroll. Let us know if you’d like us to take away that hassle for you.
Inventory control and management will help you keep track of inventory levels to ensure you never hold too much inventory (which ties up cash) or run out (and miss out on sales). We can set up inventory management that simplifies purchase orders, transfers and stock-takes. It uses automated reordering based on specified inventory levels to make sure you never have too much or too little inventory on your shelves.
If you are not currently on a cloud
accounting system we will need to set
you up with that. Setting you up with a
cloud accounting system is a separate
service with a separate price. Once
again, we will give you a fixed price for
that and a choice of options.
And even though there is a one-off price
to get set up, when you use our
recommended cloud accounting system
you get a reduced price for our Virtual
Financial Management service. So, it
soon pays for itself.
Phone: 778.608.0777
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