1. What Are Your Needs?
Pick your top 2 most important business priorities:
Financial Management
Establishing an organized system of financial recordkeeping that saves time and frustration allows me to keep the best track of my
business as possible
Speedy collection of outstanding customer payments and making timely payments to vendors to ensure a positive monthly cash flow.
To know and understand my monthly direct costs so I can budget / forecast my financial obligations.
Spending less time on daily, weekly and monthly data entry and processing in order to spend more time on building my business.
Having consistent and accurate monthly bookkeeping to ensure confidence in my company’s long term financial stability.
To see monthly financial reports showing my sales and expenses that will tell me if I am building real profits.
Managing payroll to ensure that my employees are paid in an accurate and timely fashion and to ensure government compliance with
regard to timely tax filings.
Utilize tax planning to minimize taxes due throughout the year.
Assistance with annual tax preparation and filing to avoid unnecessary costs of filing extensions, etc.
Other:________________________________________________________________________________________________
Operations Management
Preparing and delivering timely bids and estimates for presentation to potential clients to keep my employees busy and productive
therefore building my business.
Making the most out of my profits by comparing costs of materials from multiple suppliers and utilizing discounts where possible.
Preparing a cost benefit analysis to determine when to outsource or hire additional help.
Other:__________________________________________________________________________________________________
Other:__________________________________________________________________________________________________
Company Name:
Company Contact:
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