My name is Muna Jandu (CPA, CA)- we work with other accountants to help discover the formula for making money and gaining financial clarity in your business.
Did You Know
Approximately 50% of small businesses close within the first five years.
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Most small business owners:
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Experience overwork and underpayment, leading to diminished enthusiasm for their mission.
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Find themselves immersed in day-to-day operations, neglecting long-term business objectives.
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Lack the expertise to recognize internal challenges and the confidence to make pivotal business decisions.
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Feel isolated due to the absence of supportive allies and dependable experts.
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Encounter financial constraints while navigating uncertainty in interpreting their financial data.
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With That Said... we are here to help
How we Can Help You
45 min
It starts by checking the status of your bookkeeping. Are the books even done? Are they done correctly?
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1. Accounting Setup Review
Assessing how the accounting setup meets business needs and industry standards, including chart of accounts, customer/vendor/item lists, and overall configuration.
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What can be done better?
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2. Transaction Review
Analysis of transaction entries to ensure accuracy, proper categorization, and adherence to business principles and process efficiency of the business.
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Can the best operating decisions me made from this workflow?
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3. Bank and Credit Card Reconciliation
Verification of reconciliations to ensure all transactions are properly recorded and accounted for in QBO.
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Are the right bookkeeping tasks automated?
4. Financial Reporting
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Review of financial statements (profit and loss, balance sheet, cash flow statement) to ensure accuracy and completeness.
What customized reports and annotations are important?
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5. Integration and Automation
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Evaluation of how well different software systems integrate throughout the entire value chain, ensuring seamless connectivity and functionality across various operational processes and stages.
Where is it most critical to make improvements?
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6. bonus - 3rd party review
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Comprehensive review and assessment of critical third-party providers, focusing on the value they bring to the business through their products or services.
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Where is the competitive advantage coming from?
then we continue the search
Grow from current segments?
Do you use QuickBooks Online with the correct integrations to find repeat business or grow the right customer segments?
Let's look at the 'ins and outs' of the A/R ledger. Did you know most businesses do not analyze factors such as purchase frequency, order size, lifetime value, and overall profitability to identify key customer segments?
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>> We don't stop there. We find your CVP (Cost-Volume-Profit)!
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We will examine the relationship between costs, sales volume, and profitability. Drilling down with metrics such as total revenue, variable costs, fixed costs, contribution margin, and break-even point. We can slice this data into specific customer segments and identify opportunities to support future growth.
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Are you overpaying vendors?
Are you equipped to discover the true costs associated with different activities, products, services, or departments?
Let's look at your A/P ledger and examine purchasing patterns and outstanding balances. Is there a better cash cycle to implement?
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>> Are you missing key cost cutting opportunities?
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We will examine your cost data, comparing it with industry benchmarks or past performance to uncover any inefficiencies or ineffectiveness. When we identify cost-saving opportunities specific to your industry, it allows us to make informed decisions that optimize your business's cost structure.
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Do you know the best KPIs
(key performance indicators)
for your business?
Are you classifying your KPIs between daily, monthly, and annual metrics?
How do these numbers need to evolve to drive PROFIT to the bottom line?
>> That's where budgeting, forecasting, and scenario analysis come in.
we look at the what-if scenarios.
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We examine various situations—from optimistic to pessimistic—to analyze impacts on operations, financial performance, and risks. By evaluating each instance's effects on sales, costs, profitability, and cash flow, we help make informed decisions and develop contingency plans."
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always, we look to see what else matters
wrong entry of inventory & equipment purchases
Most businesses take a shortcut when posting entries for inventory and equipment purchases by simply expensing them.
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Let's check that your business processes are optimized with QBO capabilities and drive utilization of the balance sheet.
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PROFITABILITY BY PRODUCT OR SERVICE
How do sales get booked into QuickBooks Online?
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Are individual items recorded or sales batched in as one? Are you able to identify which offerings are the most profitable and which may be dragging down overall profitability.
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>>Are there hidden detractors in simple bookkeeping that are holding back your business?
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We carefully review your journal entries and bookkeeping workflow within QuickBooks Online. Based on our analysis, we suggest improvements and enhancements that can boost efficiency, accuracy, and overall effectiveness in leveraging QBO for achieving the best financial outcomes.
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Entrepreneurs who demonstrate a strong willingness to learn and adapt are more likely to achieve sustainable growth and success in their ventures.
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Those who actively seek out new knowledge, embrace feedback, and adapt their strategies based on changing market dynamics fare better than other entrepreneurs.
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By continuously learning and adapting, and leveraging the expertise of others, they are able to innovate, respond effectively to challenges, and capitalize on emerging opportunities. This proactive approach not only enhances their ability to navigate uncertainties but also fosters a culture of resilience and innovation within their businesses.
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>> Is the right pairing with the right people your next best entrepreneurial move?
>> Which entrepreneurial qualities are the most important?
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1. Visionary Leadership: The best entrepreneurs set clear financial goals and leverage QBO’s tools to monitor progress and performance towards those goals.
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2. Adaptability: Entrepreneurs using QBO adapt to new features, updates, and integrations to enhance their financial management capabilities as their business evolves.
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3. Risk-Taking: They use QBO’s financial insights to make data-driven decisions, taking calculated risks that align with their business growth strategies.
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4. Decisiveness: Entrepreneurs using QBO make informed financial decisions promptly, relying on accurate data and real-time reports provided by QBO.
option #1 - do nothing
Go Back To Working On the Problems Instead Of The Solution. Turn down a free discovery call and QBO diagnostic session.
That feeling of being stuck will stick with you until you open yourself up to new insights.
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Still deciding?
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option #2 - be inspired
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Use This Page As Inspiration And Try To Do It On Your Own.
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There will be a constant feeling of indecisiveness in making informed financial decisions due to lack of experience.
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