We were recently referred to a new client. They had purchased an existing business early last year. The client focused on running the business. The client spent all their time the past year, working in the business and not on the business.
Now they are putting together a team to assist with the working on the running of the business. We have been hired to create books and records for 2017, 2018 and beyond.
We were referred in by their banker and payroll provider.
Having met with the client we defined a couple of achievable short term goals and a single long term goal for the business. Once we create the books and records we will create the financial dashboard to allow us to measure against our goals for future planning.
But a balance needs to be created to allow time for all owners to work in and on their business, To do the planning, maintain the books and records, invoice, pay bills, basically securing the future of the business. If you need help with any of this please give us a call.