A VARIETY OF SERVICES CALCULATED FOR OPTIMUM YIELD AND MINIMIZED RISK
Building a sustainable business is no easy feat. The blueprint and needs of your business are specific to how far you’ve come along. This is why we offer a variety of add on solutions that can be tailored to your specific needs. As your business grows and evolves, we grow with you, giving you a helping hand in all the right places.
STRATEGIC SOLUTIONS
Monthly Financial Statements
Each month you will receive updated copies of 3 major financial statements illustrating the health of your business. Once received, we walk you through the details of all of your financial transactions, where money was earned and spent, providing recommendations on how to best optimize.
Custom Financial Reporting
Should your business require specific reporting, whether that includes inventory tracking & COGS, or a detailed look at all of your vendor and client information, or the total sales tax collected for the current period, we have multiple report options available to give you the insights your business needs.
Payroll Processing
Through our preferred partnership with Gusto, payroll was never so easy to manage. With software integrations into Xero & automated payroll tax reporting, you no longer have to worry about the federal, state or local payroll tax notifications from snail mail.
Sales Tax Management
Whether you are on a quarterly or annual sales tax schedule, we have the right tools and software in our back pocket to ease the stress of manually calculating your sales tax. We work closely with you to confirm your total sales tax owed, so you don’t have to!
Revenue Optimization Analyses
How well is your business performing each month, quarter or year? Are you meeting your business’ financial goals? How much are you projecting to earn by year end or quarter end? These are questions we help you answer by digging deep using financial analysis to identify trends that are working for and against your business.
Accounts Receivable Management
Let us help you keep track of who owes you money and when. Chasing down vendors or clients constantly can be a drag, especially when multiple dates and payments are involved. We work closely with you to set up a schedule around when vendors or clients need to be alerted and can reach out directly as needed to ensure you receive your due payments on time.
Budget Planning
Does your business keep a budget? If not, now is the perfect time to build the budgets necessary to keep your business spending in check, while continuing to reach for the things needed to grow it sustainably. We work closely with you to to build a realistic and attainable budget that you can maintain over time.
Historical Bookkeeping Cleanup
Were your records poorly kept? Is information missing from your business financial records? This is the perfect solution to get your records straightened up and balanced, with an opportunity to create better habits geared towards growth. Let’s get you records up to speed and working for you the right way!
Business Systems Optimization
Do you spend too much time manually inputting data in one system only to have to input it into another? In an ideal world your business systems will work like clockwork with a singular entry point that affects all of your other operational systems of record. If this isn’t currently the case with your business systems, then we’ll work with you to assess how to increase these efficiencies.
CORE SERVICES
Account Software Setup
and Training
Install and Setup – a customized Xero installation
Essential Training – Hands on instruction
Support – Optional maintenance and support
This is an opportunity for those who prefer a more hands on learning approach to their transactional bookkeeping and management. First, we will get you set up in Xero accounting software, and clean up any and all bank and credit card balances. Once your business is completely set-up, we will sit together for a two hour, hands on training session where you will learn how to manage your organization’s bookkeeping, which include but aren’t limited to, how to reconcile, set up and sync new accounts, pull your financial statements & reporting, create and send invoices directly from Xero, and any other skills needed to properly maintain your bookkeeping with consistency. Afterwards, and if needed, we offer ongoing support for a nominal fee until you can walk away confidently managing your organization’s day to day accounting
Ongoing Accounting
and Strategic Planning
Time is money and the fact of the matter is, you simply do not have enough of it to manage your organization’s bookkeeping. If you’ve reached this point, albeit potentially cumbersome, it’s a great problem to have.
If left in the very capable hands of the CV Ledger, this is an opportunity for us to partner closely with you to to not only manage your day to day financial transactions and bookkeeping, but to help you utilize your existing business data to gain better insights so that you can make more informed decisions around building a sustainable business for the longer term.
Once we’ve confirmed your accounting set-up and any historic clean-up required to get your organization completely caught up, we will meet monthly or quarterly to review your financial statements, budgets and account movement, so you stay financially informed and on track.
Strategic Planning
and Consulting
In today’s world, the collection of your business data may hold the power to write the next chapter in your business story. Why not utilize this wealth of knowledge to inform and create a stronger roadmap for your business? Though we may not necessarily be your accounting & bookkeeping firm of record, there still lies a great opportunity to collaborate on building a strategy that enables your business to level up, using insights and analytics that may already live at the core your business, but you haven’t yet fully explored.
Over the course of several sessions, we will work together to crunch the necessary numbers and analyze insights gained to determine the next best steps in determining your business strategy, so you can get closer to reaching those goals. This is what we call true strategic planning.
