Growth Package

Take Your Small Business to the Next Level with Strategic Finances

 

Are you ready to level up your business but stuck on the numbers?

Your business is in growth mode (or at least striving to reach that point), but you need more precise insights into your finances. And you know you can’t identify your areas of weakness or opportunity without accurate data. Perhaps you are:

    • Experiencing an increase in revenue, and your accounting is more involved
    • Worried and uncertain if your finances are a mess or you’re business is struggling
    • Lost on your next steps and what the numbers mean

Simply put, you don’t know what you don’t know, so you’re ready for a partner who can support you through new challenges and be your financial sounding board.

Photo of clouds around a mountain that's covered with trees

Learn how to interpret your data and grow your business

 

At Details Matter Bookkeeping & Advisory, we love working with clients in a growth phase. So much so that we designed this small business bookkeeping service specifically for them! This is where the exciting, needle-moving work begins as we teach you how to read your finances. We’ll provide you with:

        • More robust reporting and analysis so you know what changes to make
        • Deep dive strategy sessions to help you set realistic goals
        • An accounting system that runs smoothly and summaries of crucial data

Do you need to cut spending, raise prices, hire staff, or focus on a particular area of your business? With accurate books and tailored strategy sessions, we’ll help you answer these questions and more.

Growth Package Details

Now more than ever, you need to focus on your “zone of genius.” As your bookkeeping business and partner, we’ll provide a complete view of your financial health while taking these tasks off your plate. The Growth Package includes all the benefits of the Essential Package, plus: 

  • Quarterly Deep Dive Strategy Sessions
  • QuickBooks Online subscription included
  • Preparation of Forms 1099 with filing fees included

Profit & Loss Analysis

  • Compare prior periods for trends, seasonality, and major changes
  • Analyze targeted expense accounts and provide recommendations
  • Provide Key Performance Indicators (KPIs)
  • Research benchmarks for your industry 

Balance Sheet Analysis

  • Review for any new fixed assets
  • Provide recommendations for any future purchases
  • Analyze liabilities and provide recommendations for paying off debt
  • Analyze Accounts Receivable and provide recommendations for improved payment terms or collection strategies
  • Analyze owner equity accounts for year-to-date draws/distributions and provide insights

Cash Flow Analysis

  • Provide recommendations for allocation of cash

Business Strategy

  • Assist in setting attainable goals
  • Determine actionable next steps
  • Make recommendations or referrals to other service providers

Service Add-On’s

Welcome to the Paperless Era!

Are you struggling to manage your bills and receipts? Simply:

  • Snap a photo, forward an email, or upload a pile of scanned invoices
  • Sit back while we attach every receipt to its corresponding expense in QuickBooks Online
  • Never go digging through file cabinets or boxes again!

Advanced Tracking

Whether you have multiple locations, properties, or distinct business segments, our Advanced Tracking service ensures that your financial data is organized and classified according to your unique needs.  For our Premium clients, this can include job-costing where we track and allocate expenses to specific projects or jobs, allowing you to accurately measure profitability, identify cost drivers, and make informed decisions to optimize project performance.

Sales Taxes

If you are required to remit sales tax on goods or services you sell, you will need to complete sales tax returns. To make your life easier, we can do this for you, which will save you time and give you the peace of mind that they are being completed correctly.

Business Referrals

Not to brag or anything, but…we know people.  We have relationships with several qualified and amazing CPAs in the area and we are happy to provide referrals to them for our clients. We also have referrals for all kinds of other business needs like payroll and marketing. Feel free to ask us about anything personal you are looking for as well—we have clients that are dog walkers, bakeries, local retail, etc.

Start fueling your business’s growth today