Things that Make Us Different should be Very Important to You (Part 2: Strategy)

Finances are a window into where you are now, but if you use them correctly, they let you project what you should do next.

This blog explains the strategic advantage our clients get from working with us, enabling them to achieve better profits, better cashflows, and overall growth.

Reason 1: Perfected accounting to frame business taxes

One of my core beliefs is that you should absolutely hire a tax professional who is a true expert when it comes to understanding the tax code and employing tax minimization strategies. We all know how unnecessarily complex these laws are, and the fact that they change every year makes them that much more archaic.

Being an expert at taxes does not make you an expert at accounting. More importantly, it does not leave any time for delivering completely accurate/organized monthly accounting reconciliations, reporting, and review.

Because the accounting we manage is super clean, when we work with your tax preparer, we make sure they can go the distance when strategically minimizing your taxes. No shortcuts. Remember that we speak their language, which saves our clients time and money, ensuring nothing is lost in translation.

Reason 2: Meaningful Weekly Reviews

Our staff (not a program, or a minimum wage intern) downloads, classifies, and reconciles your accounting records at least once a week.

By maintaining this always current status, we spot problems, ask questions, and resolve issues right away. We’ve saved our clients countless amounts of money by flagging unusual credit card activity, canceling unneeded subscriptions, and disputing incorrect charges with credit card companies.

Staying current also allows us to promptly deliver ad hoc reports and other special requests.

Reason 3: Monthly insights

Our senior staff summarizes key financial metrics and business insights for all of our clients when delivering monthly financial statements.

This is really important – In our reporting, we call out items that should be top of mind and warn you of looming pitfalls such as projected cash shortfalls, unusual trends in receivables, or upcoming changes in the recurring cost structure of the business.

Doing so empowers you to make smart, strategic decisions, or identify major upcoming issues easily.

In the final blog of this series, I share how we are different in a 1-1 comparison with other CPA/accounting/bookkeeping shops. Read it here