TAKE ACCOUNTING WOES OFF YOUR MIND program with Jamie Skinner

This program is for business owners who are looking to salvage a messy set of books.

 

The foundation of any successful business starts with having the 3 P’s: the right PRODUCT, the right PEOPLE, and the right PROCESSES. The TAKE ACCOUNTING WOES OFF YOUR MIND framework focuses on the accounting processes and how your people and products are affected by them.

Does this sound like you?

  • You've been in business for a number of years and have attempted to handle your books on your own.

  • Your tax CPA tells you over and over to hire someone to clean up your books because they're tired of doing the clean up at tax time.

  • You wish you could get better financial insight to aide you in making important business decisions.

 

Do these road-blocks sound familiar to you?

  • You're so busy running your business that you don't have time to work on new processes.

  • You have hired a bookkeeper or accountant but the mess is even too overwhelming for them.

  • You know there's got to be a better way with better results but YOU JUST DON'T KNOW WHERE TO START!

 

As a result of our work together...

  • You will have clear and consice accounting processes in place.

  • You will be better able to make sound decisions based on your financial reports.

  • You will have a foundation for creating effective budgets and forecasts.

  • You will feel confident that your accounting woes will not creep back up on you!

How we work together to take your accounting woes off your mind:

Depending on the amount of work to tackle and how quickly you want to clean up your books, you can choose a 3, 6, 9, or 12 month contract. Each package includes a monthly bank of hours.

 

At a minimum, we will meet via video conferencing for 30 minutes every two weeks. This increases your visibility on the project’s progress and hang-ups, plus gives you the opportunity to ask any questions that have popped up since the prior meeting.

 

Between meetings, you may contact me through email or Voxer as often as needed or schedule interim meetings.

 

  1. Inital Evaluation: This overall assessment looks at where you are now, what you are struggling with, and what aspirations you have.

    • What I will need from you includes, but is not limited to, access to your accounting and related 3rd party platforms, source documents for all financial transactions, workflow charts, written procedures and policies, actual examples of past work completed, and one-on-one or group interviews with me via video conferencing.

    • From there I can dig deep into your books, figure out what's working and where the sticking points are, and list out topics that need to be discussed in more detail.

  2. Let the clean up begin: Once armed with a working knowledge of your business's financial and operational roadmap, I roll up my sleeves and make some magic happen!

  3. Follow my lead: I will guide you through the implementation process. Now that the kinks have been worked out, you'll want a smooth transition as you take back accountability of your books.

    • I document my newly created processes so you can incorporate them into your standard operating procedures.

    • I train you on the processes. If you have staff handling these duties I can train them, too!

    • Ask me any and all follow-up questions.

 

As a result of our work together...

  • You will have clear and consice accounting processes in place.

  • You will be better able to make sound decisions based on your financial reports.

  • You will have a foundation for creating effective budgets and forecasts.

  • You will feel confident that your accounting woes will not creep back up on you!

If you’re interested in salvaging your books with my TAKE ACCOUNTING WOES OFF YOUR MIND program simply schedule a Zoom call with me at HERE

 

You can also message me on LinkedIn or email me at jamie@renoaccountingsolutions.com