Financial Management Strategy Design Services
for Service & Resellers
Customize Income Statements or other Reports
This design service will take you from confused when making financial decisions, struggling to remain profitable consistently and fearing leaving money on the table to being CONFIDENT in your business numbers, CONFIDENT in understanding and monitoring your financial performance and CONFIDENT in keeping your business sustainably profitable.
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Do you know your numbers?
Struggling with Basic Income Statements?
Yearning for Optimal Income Statements to guide your business long-term?
Achieve clarity and simplicity effortlessly, saving hours spent deciphering your numbers.
Understanding your numbers is crucial for making informed decisions that drive profitability in your business.
Let's face it: these numbers need to be straightforward and easy to understand, without the need for a calculator.
Let us help you design your customized income statements and other reports.
Business owners, this is for you if you WANT:
- A crystal clear picture of your company’s financial health without the guesswork.
- To be confident & make decisions that drive profits & reduce costs and increase profits.
- Easy, simple statements that anyone can understand.
- To know profitability on for each major product line, & have the ability to compare it to the past, and future.
- Recognize any problems, and have the ability to fix them promptly.
- To measure the success of your sales force.
- To understand what works great! So, you can focus your sales efforts on the most profitable areas.
- You need separate income statements for each location or division.
- To understand the Total Cost of Sales. Past & future.
- Operational income statements, centered around numbers managers can influence control. This enables them to swiftly identify and address challenges. "improving profitability”.
Design services we offer..
Tailored to your Company's Needs
Let us design your optimal Income Statement templates,
to fit your business perfectly.
This service is perfect for a company that has a competent staff, who can set up the new design in your accounting system. Here you will receive the design format of the Optimal income statement.
WHAT YOU CAN EXPECT
We transform your basic income statements into ideal ones.
- Collaborative Design: Work with your team to create the best income statement for your company.
- Chart of Accounts: Provide a recommended chart of accounts for your staff to enter into your accounting software.
- Customization: Deliver a customized income statement template and a ready-to-use chart of accounts.
You’ll end up with a tailored income statement and an integrated chart of accounts.
Prices typically range from $1,000 to $10,000
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Set-up & design
of the optimal Income Statements
in your accounting software.
This service is perfect for a company who just wants the statements set up in their accounting software, and doesn't want to break the bank. Your staff would do time-consuming tasks to save money.
WHAT YOU CAN EXPECT
Here we will collaborate with your team, and personalize the optimal income statement perfectly with your requirements. Then we will set up the design in your system.
We'll supply our recommended chart of accounts for your staff to enter into your accounting software.
We'll provide step-by-step instructions to train your staff on the necessary tasks that must be completed before setting up the statements. And Data transfer and clean up.
We'll discuss the pros and cons of handling past data that needs to be reallocated, and you'll make decisions!
At the End of the Process,
You'll have the ideal income statements integrated into your accounting software.
Now, you can implement them with your management team and train your staff to interpret and monitor key metrics.
Prices typically range from $2,000 to $20,000.
LET'S BEGINFull-service package
This service is ideal for companies seeking a hands-off approach, where everything is taken care of for them. If you prefer to avoid setup tasks and want income statements designed and tested seamlessly, this is the perfect solution for you.
WHAT YOU CAN EXPECT
We'll collaborate with your team to design the optimal income statements, setting up the design directly in your accounting software. Additionally, we'll handle the setup of additional GL accounts in your system and address any obsolete ones. Afterward, we'll thoroughly test the income statements and transfer data once you've made your decisions.
At the End of the Process,
You'll have the ideal income statements integrated into your accounting software.
Now, you can implement them with your management team and train your staff to interpret and monitor key metrics.
Pricing typically ranges from $5,000 to $30,000.
Pricing varies based on the complexity and scale of your business, as well as the number of locations.
Other Service we offer..
for Service & Resellers
GENERAL CONSULTING
Grow your business with expert advice.
Struggling with accounting headaches? It's time to get help.
Sometimes, you just need someone to talk to—a CPA to call for advice or guidance on best finance practices, another opinion, or just some insight.
Having another set of eyes to bounce ideas off can provide comfort and clarity.
Maybe it's time to take action.
Training and Mentorship
Seeking mentorship and training for your management team to understand key metrics and identify areas of focus on your income statements?
We're here to provide tailored training sessions and agendas.
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FINANCIAL TOOL WIZ.. Course
COMING SOON
Introducing "The Ideal Income Statement" Course
Ready to eliminate anxiety and achieve peace of mind with the optimal income statement for managing your business? Gain a crystal-clear snapshot of all key numbers to effectively run and optimize your profits.
This guided, step-by-step course includes comprehensive templates that provide all essential setup components. Simply apply these templates to initiate setup in your system, complete with the required new GL accounts.
Keep it simple and remove the frustration of reinventing the wheel.
LEARN MORE
We also offer services based on...
Hourly Rate
Our hourly rate varies from $100 to $300, depending on the level of experience required, and is tailored to meet your company's specific needs.
Block of Time
Here you can book BLOCKS OF TIME, the more time you book the cheaper the rate!
20 hours =$5,000
40 hours = $8,000
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Having complete control over your financials doesn't have to be difficult. It's really simple once you build a Financial Model.
It takes out all the guesswork.
You can be the Financial Expert at your company.
Geared up for the next year?
Kickstart the new year with financial clarity and defined goals!
Start by mentoring your staff, setting targeted financial objectives, and performance metrics for easy evaluation.
Jon Doe
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Jane Doe
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Jim Doe
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