You need good numbers to make good decisions. Numbers should support your decision making, not be the reason for making decisions. “When a measure becomes a target, it ceases to be a good measure” Goodhart’s Law as summarized by Marilyn Strathern
Accounting is only part of the number story in your business. We help you choose the most important numbers for you to follow right now. These numbers change over time as your business grows and your focus naturally shifts.
Mary came to us because she was drowning in her business. She felt like her business was out of control and she didn’t know how long she could keep it up. We did her bookkeeping so she could clearly see where she was. We clarified her goals for her and her business. We helped her create a plan to systematically, incrementally make her business work better. She put processes, people and feedback in place. Her business is easier to run, more profitable and she is taking time away now!
Your path to business success is clear to you. Every successful business owner follows this same path (we know, we did the research) but it is far from cookie-cutter. WHAT you need to do is known, the HOW should be unique to you and your business.
You follow the path we lay out for you to business success. We give you a menu of options about how to put each piece into place. We know that no 2 businesses and business owners are the same so we have designed a methodology that offers multiple options for each step of the way. We work directly with you to determine the best ways for you to achieve your goals within the program that we created based on the proven path of successful business owners.
We do it through a carefully selected menu of exactly what you need. You get a curated and proven selection of tools and resources. Introverted/extroverted. Learn by reading, hearing, watching or doing. Communicate by writing, speaking, or with your body (anyone who sees me communicate knows I use my body and non-word sounds to get my ideas across – it works). Want to focus on your product, your service or your process.? We help you explore all the business models available to you, so you are truly working with the one that is best for you.
We know that business owners who focus most of their energy on delighting the people in their business are way more successful. Everything we do for and with you is in service of helping you delight the people in your business. If your guiding aim is maximizing profit, we’re not the service for you. Don’t get us wrong, we believe you should do well while doing good.
I loved working with Viktor as did everyone who worked with him. His business was very financially successful because he treated everyone with respect and appreciation. The numbers he cared about told the success story of his clients, not him. And that is what made him successful.
We talk about Your Effortless Business because we have seen that when you focus on carefully crafting the journeys of you, the owner, your customers and your team your business feels effortless. Effortless means that when you take one step forward, you make one step of progress. If you don’t believe in delighting your customers and your team, then we’re not the service for you.
Majid was having a hard time putting together a great crew for his construction business. Every time we got together he had more stories about how they weren’t doing what he needed them to do. In fact he said it felt like they were working against him. His numbers told the story of a struggling business in a construction boom. I told him about the journeys and we flipped the script: what did his crews need from him? He decided to make his job making the crew’s jobs easier. Everything changed after that. Crew productivity, retention and business profits all grew!
The most important thing wildly successful business owners do is they get out of the building! We know that magic happens when business owners talk to each other. We learn from each other, we find synergies, we get inspiration, accountability, a kick in the pants, and a hug as required. We know we are not alone. We are not wrong, not stupid, not slow, not any of the other things our reptilian brain calls us in the quiet of our minds. We are just like everyone else and everyone else is working hard just like us. If you are not willing to interact with other small business owners, we are not the service for you.
You work within a cohort group. You are not alone in this.
I know I’m doing a great job when the lines of worry leave your face. That happens when you realize that you are doing the right things and that there isn’t a secret unknown, unknowable-by-you way of doing business that everyone but you knows. The more you see you are like everyone else, the more you can settle into the work you need to do and leave the shame and blame behind. When that happens, your mind, spirit and energy lifts.
We love small business owners who keep an open mind. You love to learn. You know you don’t know everything and you are ready and willing to try the next thing. The best thing you can do is talk to other business owners, your customers and your team. the more data and information you have, the more you can make educated decisions. If you are not open to trying new ways, then we are not the service for you.
I love bringing small business owners together. I organize conferences, workshops, Lunch & Learns, and whatever else will bring you together. My Meetup group, Business Owners Success Club is 3500 members and growing. You will get plenty of opportunity to hang out with other small business owners.
What we do for you
- Your bookkeeping in Quickbooks Online accounting program. You have access at all times. The program is included with your fee
- Timely accurate reports and with today’s tools that’s in near real time. (caveat: only if we have the info we need from you and we make that easy)
- Take you goals into account while we do your work. Follow our process to get clarity around your goals and the metrics that will help keep you on track and moving forward.
- Help you set up appropriate data gathering and communication with us so your bookkeeping is painless and maybe even a little fun 🙂
- Online community of small business owners just like you
- Mastermind group. A cohort of business owners working to support each other
- Weekly office hours for all your business questions
- Monthly online learning events, tools and resources within our proprietary business building program
Here’s the value you are getting
âś…Doing a great job with your bookkeeping should simply be table stakes these days. It is a given with us. For most small businesses it includes
- one bank account,
- 1-2 credit cards,
- 1-2 other accounts such as loans or assets that need management,
- tracking of sales from another software app or program,
- preparation of required reports,
- followup questions to clarify unusual transactions every month,
- providing you specific information as required,
- answering your questions
- eyes on your numbers making sure nothing is missed
- great night’s sleep included
âś…Quickbooks Online Value $50/month
âś…Monthly business building program with training, tools, resources and learning events Value $400/month
âś…Mastermind with cohort of business owners Value $400/month
âś…Personalized goal clarification and tracking Value $250/month
❇TOTAL VALUE OF THE EXTRAS: $1100/month
We can get your bookkeeping caught up and compliant, quickly. Special pricing applies!
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Bookkeeping is about
- recording what has happened;
- doing the work of moving money in and out of your business
- forecasting most likely scenarios for planning.
Let’s talk! We design the specific service that suits your needs
Optional consulting for specific needs such as working with you on your strategic planning, business scenario modeling and formal forecasting. During this time of C-19, we are focusing our workshops on these specific disciplines, which is included in your monthly fee.
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