SDA CPA: Business Advisory...2 SDA CPA: Business Advisory. SD A: • A confusion between profits and cash, and delaying tracking cash until it’s a critical problem—small business

SDA CPA: Business Advisory

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• You’reworkingtoohard,andtoomanyhours?

• Yourbusinessisn’tgrowingfastenough?

• You’renotmakingenoughmoney?

• Yourbusinessisn’tasfunasitusedtobe?

Ifso,don’tworry.You’renotalone.Businessishard.Andforsmallbusinessowners,itcanbelonely.It’shardwhetheryou’rejuststartingout,orhaveanes-tablishedbusiness.

Business Owners’ Common FrustrationsHave you ever felt like:

Just consider these facts:• AccordingtotheU.S.SmallBusinessAdministration(SBA),40percent

ofnewsmallbusinessesfailwithin2years.That’sanalarmingfailurerateamongststartupbusinesses.

• TheSBAalsoreportsthat60percentofsmallbusinessesthatfailareprofit-ablewhentheyfail.Bythetimemostbusinessesrealizetheyareintrouble,itisoftentoolatetogethelp.Thebusinesscanbetooupside-downforalendinginstitutionorinvestortotaketherisk.

• Onapositivenote,businessesthatactivelyplan—meaningtheyplanandmeasureagainsttheplan—grow30percentfaster.AcomprehensiveresearchstudybyCranfieldUniversity,“DoBusinessPlansAddValue?”discoveredbusinessesthatactivelyplangrow30percentfaster.

Let’s consider some of the reasons for these alarming statistics...

SDA CPA: Business Advisory2


• Aconfusionbetweenprofitsandcash,anddelayingtrackingcashuntilit’sacriticalproblem—smallbusinessstartupsarepronetosimplyrunningoutofcash

• Aninabilitytobuildaprofitablebusinessmodelwithanunderstand-ingofrevenue,expensedrivers,andproductmargin

• Failuretocreateandcommunicateconcisevaluepropositionsinaclearandcompellingway

• Norealdifferentiationinthemar-ket,whichmakespricetheonlycompetitiveadvantage

• Emotionalpricinginsteadofstrate-gicpricing;reactingtogutfeelandemotionratherthandata

• Notcommunicatingwithcus-tomerstounderstandtheirneeds,leadingtoalackofunderstandingofthemarket

• Lackofstrategicbusinessplanning

• Rapidexpansionleadingtooverspendingandrunningoutofcash

• Alackofsystemsandprocessesforoperations,aswellassalesandmar-keting(bothareimportant)

Itdoesn’tgetanyeasierafterfiveyears.Growthbringsopportunity,butalsoanewsetofproblemstotackle.

The challenges facing the es-tablished business

Businessesthathavebeenestablishedforfiveormoreyearshavetypicallygonethroughaninitialhighgrowthphase,butwithoutstrategicplanning,theycanstarttostagnate.

Someofthecommonproblemswefindinclude:

• Constantcashflowissuesduetothedemandsofhighoverheadandworkingcapitalneeds

• Slowgrowthandlackofstrategiestogrowsales

• Downwardpressureonpriceandmargins

• Workingharderwithoutseeingre-sults

• Consistentlyfallingshortofprofittargets

More than tax planning

Taxplanningalonewillnothelpabusi-nessgrowandrealizebetterprofitandmargins.Taxplanningiscriticaltohelpminimizetaxes,butdoesnothelpbuildstrategicprogramstogrowabusiness.

Realbusinessgrowth—growththatleadstoincreasedvaluation—comesfromincreasingrevenues,grossmargin,andnetprofit.

The reasons so many small businesses fail

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The solution is strategy: LeanPlanning,forecasting,budgeting,andplanningforcashflowneeds.

However,thiscanbefrustratingwork,forreasonssuchas:

• Financialstatementsarehardtoreadandinterpret—theydon’tseemlikebusinessmanagementtools.Busi-nessownersoftentellus,“Iknowmybusiness.Idon’tunderstandhowthenumberscanhelpmemakebetterdecisions.”

• It’shardtomakespendingdecisions,orbusinessgrowthdecisions.Busi-nessownerstellusthatit“feelsliketrialanderror.”

• Youknowyouraccountanthastheinformation,butit’shardtoknowwhatquestionsyouneedtoasktoaccessthatinformation.

• Planningseemslikeagoodidea,but“Idon’tknowhowtodoitinawaythatwillhelpmybusiness.”

• “IknowIneedtosetgoalsandmon-itorprogress,butIdon’tknowhow,andIdon’thavetime.”

• “Ineedalender-readybusinessplan,butIdon’tknowwhatformattouse.”

Theansweristorevisityourstrategy,yourreasonforbeinginbusiness,andwhatyouwanttoachieve.

OurLivePlangrowthprogramswillhelpyouidentifywhatyouwanttoachieveandhowtogetthere.Weworkwithyoutocreatearoadmapthatgivesyouaclearpictureofhowtobuildthebusinessyouwant.

Thisserviceisforbusinessownerswhowanttogetbetterresults.

Someofthekeyworkwewilldoforyourbusiness:

• Produceup-to-datebusinessman-agementinformation,whichwillhelpyouunderstandexactlywhatyourcurrentsituationis.

• Analyzefinancialtrends,tohelpyoumakebetterbusinessdecisionsandimproveyourprofits.

• Conductregularreviewmeetings.We’llevenattendyourboardmeet-ingsifneeded,asaresourceyoucancalluponforbusinessadvice,actingasafacilitatororsoundingboardforyourideas.

• Helpyoutosetandachievebusi-ness,andevenpersonal,goals.Afterall,yoursmallbusinessispartofyourlife.Thegoalsbetweenthemareintertwined!

• Helpyoutoidentifyandtacklethemajorchallengesfacingyourbusiness.Thiscanseembroad,butqualifiedanalysiscanidentifyprob-lemareas.

So, what is the solution?

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Weknowthateveryoneisdifferent.Yourbusinessisunique.Weprovideyouwitharangeofoptionstoletyouchoosethepackagethatbestmeetsyourneeds.

Foreachpackage,weofferafixedpricesoyoucanbudgetandplan.Andeachofthosepackagescanbecustomizedsothatyougetexactlywhatyouwant.

Inotherwords,you’reincompletecon-trolandcanbuildtheLivePlangrowthprogramthatbestmeetsyourneedsandbudget.

Get started

We provide you with a range of options to let you choose the package that best meets your needs.

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Advisoryservicesincludearangeofserviceanddeliverables,fromfinan-cialreporting,toplanning,strategy,andbusinessmanagement.Whateveryourbusiness,youwillfindoneofourLivePlangrowthprogramstosuityourneeds.Eachpackagehasalevelofsetup,planning,andfeedback.Theamountofreportinginformation,strategicplan-ning,andfeedbackorbusinesscoach-ingyou’llreceiveincreaseswitheachlevelofpackage.

Business Insights BusinessInsightsisprimarilyfocusedonreporting.Althoughit’sjustthebasics—enoughtogiveyouthecriticalinformationaboutyourregularbusi-nessperformance—it’sagreatplacetostartandgethelpfulinsights.Youwillhaveaccesstoreal-timedataonyourbusiness,inaformatthatmakeseasyreadingforbusinessowners.BusinessInsightsalsoincludesupfrontgoalsetting,whichmeansyou’llhavemea-surabletargetstotrackperformanceagainst.

Business Growth Thisisourmostpopularoptionbecauseinthispackageweaddplanningandforecasting,sothatyouhavesetbusi-nessgoalstotrack.Planningleadstogrowth,andtheabilitytoseeplan-ver-sus-actualfinancialdataonaregularbasiswillhelpyoumakesmartbusinessdecisions.Yougetvaluablereportstohelpyoumanageyourbusinessandsupporttohelpyouunderstandyournumbers,makethebestdecisions,andachieveyourgoals.

Peak Performance Thisisthebestoptionforambitiousbusinessownerswhowanttoworkcloselywiththeiraccountingprofes-sional.Youwillreceiveone-on-onebusinesscoaching,aswellasmorecom-prehensivefinancialforecastingtomakelongertermstrategicdecisions.Thisisafullmanagementpackage,bringingyoumonthlyreviewsandbusinessmanage-mentsupport.Thinkofitasyourout-sourcedCFO.

Your packages at a glance

The amount of re-porting information, strategic planning, and feedback or business coaching you’ll receive in-creases with each level of package.

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Your packages in detail: PeakPerformance

BusinessGrowth

BusinessInsights

Initialassessmentandsetup ✓ ✓ ✓Goalanalysis ✓ ✓ ✓1-yearsalesforecast ✓ ✓ ✓FinancialDashboard ✓ ✓ ✓Benchmarkmetricsforyourbusiness ✓ ✓ ✓ClientcommunicationsanddocumenttransmittalwithLiscio ✓ ✓ ✓Unlimitedadviceonbusinessadvisorymatters ✓ ✓ ✓Businesssummarywebpage ✓ ✓ ✓Summarymanagementreporting ✓ ✓ ✓Financialsystemshealthcheck ✓ ✓ X

TheLeanPlan ✓ ✓ X

Measuringthethingsthatreallymatter ✓ ✓ X

1-yearfullfinancialforecast ✓ ✓ X

Fullperiodicmanagementreporting ✓ ✓ X

Businessreviewmeeting ✓ ✓ X

Accesstocloud-basedreportingplatform ✓ ✓ X

3-yearfinancialplan ✓ X X

Rollingcashflowandprofitforecasts ✓ X X

Financialscenariosbasedonneed ✓ X X

Prioritizedstrategicactionplan ✓ X X

Accountabilityprogram—yourbusinesscoach ✓ X X

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Initial assessment and set up WesetyouupwiththeLivePlanreportingsystem,linkingittoyourcloudaccountingsoftware.LivePlanprovidesreal-timefinan-cialdatainchartsandgraphsbuiltforsmallbusinessowners.Justthecriticalnumbersyouneed,inaformatthat’seasytounder-stand.Wecarryoutaninitialassessmentofyourfinancialdatatogetabetterunder-standingofyourbusiness.Thisincludesthemostimportantnumbersinyourbusinessandwhatthosenumbersarenow.Thispro-cesswillgiveyougreaterclarityonwhereyourbusinessisnow.

Goal analysis and 1-year sales forecast Workingtogether,welookatwhatisim-portanttoyou,whatyouwanttoachievebothpersonallyandinbusiness,andbuildyourgoals.Thisstagewillhelpyouclarify

whereyouwanttobe.Usingyourgoals,wewilldevelopa1-yearsalesforecast.Asalesforecastisthefirststeptobuildingafullfinancialforecast.OurBusinessGrowthpackageincludesthefullforecast,butevena1-yearsalesforecastisaveryhelpfultooltomeetingyourgoals.

Financial Dashboard OneofthemostpopularfeaturesisthefinancialDashboard:asemi-customizablescreenshowingyouthekeyfinancialin-formationyouneedtorunyourbusiness.WewillworkwithyoutoidentifythemostimportantnumbersforyourbusinessandthensetthisupwithinLivePlan.You’llcometorelyonthisFinancialDashboardjustasmuchasyourelyonthedashboardinyourcarwhendriving.

Benchmark metrics for your business InadditiontotheDashboard,you’llhaveaccesstoindustrybenchmarksonyourbusinesstype.Benchmarksareindustryav-eragesonkeyfinancialmetrics.Theyallowyouseehowyourbusinessperformsagainstotherbusinesseslikeyours.

Client communication and document transmittal with LiscioLiscioisourclientcommunicationplatform.Insteadofemailingus–wecorrespondthroughLiscio.Itismoresecurethanemailandmakescollaboratingwithuseasier.Itprovidesanappaswellasawebbrowsertocommunicateandsharefiles–makingiteasierandmoresecurethanemailandportals.

How you benefit from ourLivePlan Business Insights packageBusinessInsightsisfocusedonreporting.Althoughit’sjustthebasics—enoughtogiveyouthecriticalinformationaboutyourregularbusinessperformance—it’sagreatplacetostart.Youwillhaveaccesstoreal-timedataonyourbusiness,inaformatthatmakeseasyreadingforbusi-nessowners.BusinessInsightsalsoincludesupfrontgoalsetting,whichmeansyou’llhavemeasurabletargetstotrackperformanceagainst.TherearesixcorecomponentstoBusinessInsights:

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Unlimited advice on business advisory mattersAspartofallpackages,yougetunlim-itedadviceonbusinessadvisorymat-ters.Yourfixedpriceisfullyinclusiveofunlimitedemailandtelephonesupportforadviceonad-hocmatters.Thismeansthatyoucancallonusatanytime,knowingthatyouwillneverbechargedforourtimeoradvice.Wewantyoutofeelfreetospeaktouswheneveryouneedto,withouteverhavingtoworryaboutthecost.

Iftheissuesraisedatanyoftheseunlim-itedfreeconsultationsrequireresearchoranalysisbeyondtheconsultation,wewillgiveyouafixedpricequotationforthatextraworkbeforeanyadditionalworkisstarted.Thismeansyouwillnevergetanunexpectedbill.

Business summary (plus web

page and PPT output) Together,wewillproduceaone-pagebusinesssummary,whichcanbeofferedtoanyoneinterestedinyourbusiness,fromfriendstoinvestors.Yourbusinesssummarywillfeatureyourbusinesslogo,headline,anduniquesellingproposi-tion;yourteammembers,partners,andresources;andyoursalesandmarketinggoals.TheonlinebusinesssummaryalsoincludesawebpageandPowerpointpre-sentationforyoutouseanywhere.

(OurBusinessGrowthpackageincludesaLeanPlanningsession,whichisadeeperdiveintothesesubjects,yieldingaLeanBusinessPlan.)

Summary management reporting Therealpowerofacloudaccountingsystemishavingreal-timemanagementinformation—informationsuchas,whoowesmemoney,whataremysalesthismonth,andamImakingaprofit?AspartofourBusinessInsightspackage,wewillhelpyousetupthekeyreportsyouneedsothatthemostimportantinformationisalwaysaclickaway.Havingyourfinger

onthepulseofyourbusinessiscriticalformakingtherightbusinessdecisions.Youneedtoknowthekeynumbers.BesidestherealtimedatayouwillaccessviatheDashboard,wewillsupplyyouwithreportssuchasthese:

• Aperiodic*salesledgerreportshow-ingyouexactlyhowmuchmoneyyourcustomersoweyouandhowlongthoseaccountsreceivableshavebeenoutstanding.Thisreportwillhelpyoutokeepontopofyouraccountsre-ceivablesandputmorecashintoyourbankaccount.

• Aperiodic*purchaseledgerreportshowingyouhowmuchmoneyyouowetoyoursuppliers.

*Youchoosehowfrequentlyyouwantthissum-marymanagementinformation.Mostpeoplechoosemonthlyorquarterly.

Ofcourse,thisisjustastartingpoint.Manyofourclientschoosetoinvolveusinbusinessplanningandmanagementforgrowth,andthisisthepurposeofournextpackage:BusinessGrowth.

LivePlan Business Insights package continued...

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Thisisourmostpopularoption;inthispackage,weaddplanningandforecast-ing,sothatyouhavesetbusinessgoalstotrack.Planningleadstogrowth,andtheabilitytoseeplanversusactualfi-nancialdataonaregularbasiswillhelpyoumakesmartbusinessdecisions.

Yougetvaluablereportstohelpyoumanageyourbusiness,andsupporttohelpyouunderstandyournumbers,makethebestdecisionsandachieveyourgoals.Yougeteverythinglistedaboveplusthefollowing:

Financial systems health check Wewillperiodicallyreviewyourbook-keepingentries—atafrequencyofyourchoice—tolookforanyerrorsoromissions.Evensmallerrors,whenundetected,canthrowofffinancialdata,makingmanagementinforma-tionmisleading.Thischeckalsoactsasearly-warningsignaltoletyouknowif

anythingneedsfixing—beforeitbe-comesabigproblem.Allinall,thehealthcheckwillgiveyoupeaceofmindthatthedecisionsyou’remakingarebasedonaccurateinforma-tion.

The Lean Plan Awell-writtenLeanPlanisthebiggestdifferenceforcreatinggrowthinyourcompany.Wewillworktogethertoreviewthefourmostimportantsubjectsinyourbusiness:

• Whatdoesyourbusinesssell,

• Whodoesitsellto,

• Howdoesitsell,and

• Whatdoesitrelyontomakeallofthatwork?

Usingourskillwithnumbers,wewillworkwithyoutodetermineifyourbusinessissetuptoachieveyourgoals.

Thisdetailedanalysisexploresyourbusinesschallenges,howtoovercomethosehurdles,andwaystogetfromwhereyouarenowtowhereyouwanttobe.Weuseavarietyoftoolsandpro-cessestohelpyoumapoutyourstrate-giesforgettingtowhereyouwanttobe.TheLeanPlanincludesstrategicgoalsandafinancialforecast.

Measuring the things that really matter Numbersarereallyimportant.Notallnumbers,buttherightnumbersare.Perhapsyou’veheardthephrase“whatgetsmeasuredgetsdone.”Wehelpyoutoidentifythereallyimportantnum-bersandhowtomeasurethem.

How you benefit from ourLivePlan Business Growth package

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Measuringtherightnumbersonaregularbasishelpskeepyoufocusedonmovingtowardyourgoalandincreasethechancesofyoubeingsuccessful.

1-year full financial forecast Afinancialforecastisthekeytotrackingyouractualperformanceagainstyourplan.InourBusinessInsightspackage,wedoasales-onlyforecast,whichisagreatplacetostart.IntheBusinessGrowthpack-age,wetakethatsalesforecastandturnitintoafullfinancialforecast,buildinginyourcostsandpredict-ingyourprofitsandcashflows.

Usingthecategoriesthatreallymat-ter,togetherwewillbuilda1-yearfinancialplanforyourbusiness.Thisplanwillbetrackedregularly,andwillhelptorevealareaswhereyourbusinessisstrugglingbeforeyou’reincrisis,aswellasopportunitiesforgrowth.

Full periodic management reporting Becauseitissoimportanttoknowhowyourbusinessisperformingwewillproduceafullreportevery

monthorquarter(youchoosethefrequencythatbestsuitsyou),whichwillinclude:

• Yourprofitfortheperiodcom-paredagainstpreviousperiods,whichmeansyoucanseeataglanceifyourbusinessisheadingintherightdirection.

• Adetailedbreakdownofeachsalesandexpensecategorycom-paredtopreviousperiods,soyoucanseeataglancethekeytrendsinyoursalesandyourcosts.

• Yoursalesledgerreportshowingyouexactlyhowmuchmoneyyourcustomersoweyouandhowlongthosedebtshavebeenoutstanding.Thisreportwillhelpyoutokeepontopofyouraccountsreceivableandputmorecashintoyourbankaccount.

• Yourpurchaseledgerreportshowingyouhowmuchmoneyyouowetoyoursuppliers.



Business review meeting Onethingthatallthemostsuc-cessfulcompanieshaveincom-monisthattheyholdregularboardmeetingstodiscussstrat-egy.What’smore,inourexperi-ence,whenbusinesses—evensoleproprietors—startholdingboardmeetings,theyimmediatelystartthinking,acting,andachievingliketheirbiggerandmoresuc-cessfulcounterparts.

Inthismeeting,wewillreviewyourmanagementreports,thenumbersthatreallymatter,helpyouwithstrategy,andadapttheplantomeetyourchangingneeds.

BusinessGrowthincludesquar-terlyreviewmeetings.OurPeakPerformancepackageincludesmonthlymeetingsofthisnature,withmoreadvancedstrategicplanning.

Access to cloud-based reporting platform Weusetheindustry-leadingLive-Planplatformgivingyouinstantaccesstoinformationinrealtime.

ThereisasubscriptionfeetoaccessLivePlan,butaspartofourBusinessGrowthpackagewepaythisonyourbehalf,whichmeansyougetallthebenefitsofarealtimereportingsystemtomanageyourbusiness.

One thing that all the most successful companies have in common is that they hold regular board meetings to discuss strategy.

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Thisisthebestoptionforambitiousbusinessownerswhowanttoworkcloselywiththeiraccountingprofes-sional,getaccesstoourrollingfore-castinghelpingyouunderstandandplanforthefuture,andcomprehensivestructuredsupportandadvice.Yougeteverythinglistedaboveplusthefollow-ing:

3-year financial plan Aspartofourplanningsession,wewillbuilda3-year,fullfinancialplan,includingforecastsforthethreemainfinancialstatements:profitandloss,balancesheet,andcashflow.Thefinan-cialplanisthebasisformonitoringandmeasuringyourbusinessperformanceandforyourstrategicactionplan.Thefullfinancialforecastcanalsobeusedwithlendersandinvestors,shouldtheneedarise.

Rolling cash flow and profit forecastsForecastingandbudgetinghelpyouplan,andwillgiveyouanearly-warn-ingsignalifyouarelikelytofacecashshortages.Ourforecastingoptionlooksateachofyourforecastprofits,cash,andnetassets,givingyouacompletepictureofwhatyourbusinessmightlooklikeinthefuture.Infact,thisissuchapowerfulbusinessplanningtoolthatbanksveryofteninsistseeingyourforecastwhenyouapplyforabusinessloan.

Aspartofthisforecast,youwillbenefitfrom:

• Advancedmodelingofaccountsreceivabledayssoyoucanseetheimpactoncashflowifyouchangeyourpaymentterms

• Advancedmodelingofaccountspayabledayssoyoucanseetheim-pactoncashflowofvarioussupplierpaymentterms

• Comparingprojectionsagainstactualresultssowecancontinu-allyamendyourforecastsinlightofactualperformance;thismeansyouwillbeablecontinuallymonitorwhetheryouareontracktoachieveyourgoals

Financial scenarios Financialforecastsarepowerfulbusi-nessmanagementtools.But,sometimesit’snecessarytomodelfinancialscenar-iosbasedonpotentialshiftsinbusi-ness.Maybeyouwanttoopenanewlocation,orconsideracapitalpurchase.Howmightthataffectyourlong-termprofitabilityorshort-termcash?Finan-cialscenariosgiveyouthatinsight.OurPeakPerformancepackageincludesun-limitedsupportindevelopingfinancialscenariosbasedonbusinessneed.

How you benefit from ourLivePlan Peak Performance package

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Prioritized strategic action plan Attheendofoursessionstogether,youwillhaveaclearpictureofwhatneedstobedone,andhowandwhentodoit,soyoucanmaketherightdeci-sionsforreachingyourgoals.WecreateaPriori-tizedStrategicActionPlan,givingyouaroadmapforthewayforward.

Accountability program: Monthly meetings and your business coach Oneofthekeystosuccessistakingaction.Youneedtodothethingsnecessarytomoveyouto-wardyourgoals.Unfortunately,thisisharderthanitsounds.Theday-todayrunningofabusinessoftengetsintheway.Havinganexternalpersonholdingyouaccountablehelpsyoutogettherightthingsdone.

Wewillscheduleamonthlycallwithyoutohelpyouworkthroughyourstrategicactionplanandprovidehelpandsupport.Thisexternalsup-portwillmakeitmuchmorelikelythatyouwillachieveyourpersonalandbusinessgoals.

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LivePlan Peak Performance package continued...


OurthreeLivePlanbusinessplanningpackagesareflexible.Forexample:

• Ifyouwanttochangethefrequencyofourmeetingsand/orthereports,youcandothat.Althoughwerecom-mendmonthlyreportsandmeetings,ifyouareonatightbudget,youcanchangethemtoquarterly.

• Allofourmeetingswillbeheldon-lineorinouroffice.Howeverifyouprefertohavethemfacetofaceinyouroffice,wecandothattoo.Yourtheboss.Youchoose.

Thereareotherenhancementsyoucanaddonifyoufindthemvaluable.Forexample:

• AdetailedPowerSWOTanalysiswhereweanalyseyourstrengthsandhowtobuildonthem,andyourweaknessesandhowtominimizethem.Weanalyseyourexternalthreatsandthinkthroughhowtoprotectyourbusinessfromthem,makingitfuture-proof,andweanal-yseyouropportunitiesandhowtocapitalizeonthebestones.

• Wecancreateafullbusinessplanincludingapricingstrategyandmarketingplan.Thisispowerfulforattractingfundingornewinvestors,aswellashelpingyoucrystalliseyourthinkingandstrategy.

• Ifraisingcapitalisimportant,wecancreateafulllender-readybusi-nessplandesignedspecificallyforhelpingyousecureimportantfundsforyourbusiness.

YouwillgetmuchmoreoutofyourLivePlanbusinessplanwhenyourbusinesstakesadvantageofamoderncloud-basedfinancialaccountingsys-tem.Ifyoudonotyethaveitinplace,wecansetthatupforyouwithourCloudAccountingSetUpservice.

Popular add-ons and enhancements

You will get much more out of your LivePlan business plan when your business takes ad-vantage of a mod-ern cloudbased fi-nancial accountingsystem.

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Acloudaccountingsystemwillmakeyourlifesomucheasier.Herearesomeofthebenefits:

• Itsavesyouaverysignificantamountoftime

• Itgivesyou24/7accesstoup-to-datefinancialinformationandreports(youcanusecloud-basedsoftwarefromanydevicewithaninternetconnection)

• Youcansleepatnightknow-ingyoursensitivefinancialdataisalwayssecureandbacked-upautomatically

• Nosystemdowntimebecauseallsoftwareupgradesareautomat-icallyinstalled;thisworry-freemaintenancesavesyoutimeandhassle

• Sinceyouraccountantcanac-cessyourdata24/7,yougetmorevaluefromanaccountant—theywillhelpyourunandgrowyourbusinessratherthanjustaddingupthenumbersWewillsetupyourcloudaccountingsystemandprovidefulladviceandtraining.

You can use cloud-based software from any device with an internet connection.“


Cloud Accounting Set Up: Installing a cloud accounting system


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Wearehappytoansweranyquestionsyoumayhavesofeelfreetogiveusacall

at770-392-1113

Documents

SDA CPA: Business Advisory...2 SDA CPA: Business Advisory. SD A: • A confusion between profits and cash, and delaying tracking cash until it’s a critical problem—small business