P&L Accounting & Management Consulting
CONSULTING SERVICES
"The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty." - Winston Churchill
CONSULTING FOR BUSINESSES
Our clients are our top priority. Our services prove just how committed we are to success. Book an introductory meeting today to learn more about how we can allow your business to reach its maximum potential. Please click on the link below to find out more about what services we can offer your business.
CONSULTING FOR INDIVIDUALS
Do you feel out of touch with your personal finances? Does trying to develop a budget seem like a daunting task? We can provide individuals with a wide range of consulting services to help them get back on track. Learn more about some of the services we offer individuals by clicking below.
Individual Services
Bookkeeping Advice / Setup
We can provide you with tips and advice on your current personal bookkeeping process or help you setup a brand new one using QuickBooks online. Complimentary one-on-one QuickBooks Training Session included.
Budget Analysis / Creation
Let us help you analyze an existing budget to determine where there are deficiencies and opportunities for improvement. We can also assist with creating a new budget for your household to stay on track.
Net Worth Calculation
Have you ever wondered what your net worth is and how it measures up against individuals in your area? Allow us to calculate this for you and provide additional insight on how your net worth compares to others.
Loan Comparison
Are you considering a personal loan, vehicle loan, or new mortgage? We can help you understand loan terms and options and how it will impact your future financial health.
Monthly Bookkeeping Service - Subscription
Wouldn't it be great to have all of your transactions organized and recorded for easy research and analysis? Don't have the time or desire to accomplish this yourself? Contact us for a quote for a monthly bookkeeping subscription. (Includes monthly financial statement preparation)
Business Services
Analysis of Current Operations (Efficiency)
We will review the current operations of your business and provide recommendations on how to improve efficiencies.
Generating Additional Revenue
Let us help you generate more income for your business. Maximizing revenue is critical to the overall success of your business.
Organizational Chart
We can put together a professional organizational chart for your company and help you define roles within your organization and the tasks associated with those roles.
Small Business Success Plan (SBSP)
Are you in charge of a small business or startup and unsure of how to reach your future goals? Let us evaluate your goals and outline a plan to get you there in the quickest way possible.
Database Migration / Software Conversions
Is your business undergoing a software change or attempting to evaluate one? We can assist with the transition process to help get your business to reach peak performance.