Maximize your profits
While you’re busy running your business, we manage your books to maximize profitability and income.
Finance done for you
We help reduce your expenses and maximize profits by building an integrated financial model, manage bookkeeping, conduct weekly accounting, and more. We build and manage a customized system to capture transactional data from every business application you use and transform it into a compelling an actionable set of views.
How it Works
We use data from the company’s hosted business applications to monitor the key business processes:
- Marketing Pipeline: From web traffic to Marketing Qualified Leads
- Sales Pipeline: From Sales Qualified Leads to Deals Closed
- Receivables Roll Forward: From Invoices Created, Collected and rolling AR balance.
- Simple Cash-based P&L & Cash Balance: From Cash Collections, through payroll and major vendor payments to rolling cash balance.
- Delivery Pipeline: From units received to units delivered and rolling inventory balance or service backlog.
The Process is Simple
Simply add us to each of your business applications. We silently pull, transform and organize your data in a data warehouse in Google BigQuery. We integrate the data from all your systems into a simple to read one page view from across the business.
To get started we give you a gift
To get to know you and your business we start by getting access to your Quickbooks and building an Integrated Financial Model as a gift, with no obligation.