Unlock Financial Clarity and Control Today
Are you tired of feeling lost in your own financial data? Take charge of your business's financial future.
Beyond The P&L
I remember the frustration in their voices. Business owners, brilliant in their fields, yet baffled by their financial statements. It wasn’t their fault. They were provided with numbers but no roadmap to understand or use them. I knew there had to be a better way.
One afternoon, after another disheartening conversation with a client, it hit me. They didn’t need just numbers; they needed a clear, actionable strategy. That was the day my system was born. With every client I helped, the system evolved into a set of power tools that not only decipher financial statements, but distill raw data into a simple blueprint for success.
Your Path to Financial Mastery
Step 1: Clean Up Your Books
Ensure every transaction is in place and every discrepancy resolved. When your books are spotless, you gain a clear view of your financial standing. Ready to start? Let's get your books in order.
Step 2: Forecast Your Sales
Predict your future revenue with precision. Knowing what's coming helps you make informed decisions today. Want to see the future? Begin your forecast journey now.
Step 3: Slice Your Net Profit
Analyze where your money is truly coming from. Understanding your profit margins can redefine your growth strategies. Curious about your profit sources? Slice through your net profit today.
Step 4: Create Your KPIs
Identify and track the key indicators that matter most to your business. Setting the right KPIs keeps you focused on what drives success. Ready to measure what matters? Start setting your KPIs.
What You Get
- Cash Flow Forecasting: Visualize your cash position months ahead. Stay ahead of potential shortfalls and seize growth opportunities with confidence.
- Job Costing: Break down costs for each job to see true profitability. This ensures every project is a step toward greater success.
- Accounting-to-CRM Integration: Seamlessly connect your financial data with your CRM. Enjoy unified insights that drive smarter sales and marketing strategies.
- Bookkeeping: Keep your records accurate and up-to-date. Free your time from tedious tasks and focus on what you do best.
- Receivables Management: Stay on top of what's owed to you. Improve cash flow and reduce the risk of bad debt.
- Bill Pay: Simplify your payments and never miss a due date. Enjoy peace of mind knowing your bills are handled efficiently.
Frequently Asked Questions
How is your service different than what my bookkeeper already does?
Bookkeepers typically record transactions but rarely provide strategic financial insights. I offer in-depth analysis to answer high-level business questions, such as cash flow longevity, sales pipeline value, and ad campaign performance.
What is a cash flow forecast and why do I need one?
A cash flow forecast shows your projected bank balance months from now. It acts as an early warning system for potential shortfalls and helps you make financially sound decisions.
You say you can figure out my profit by job; how do you actually do that?
I review detailed documents like vendor invoices and payroll reports to allocate costs accurately. By improving your recordkeeping, we ensure precise job costing for better profitability insights.
How do you help me with my CRM system?
Your CRM is crucial for sales forecasting. I assess and clean your CRM data, then implement checks to ensure accurate revenue predictions.
Can you also handle my monthly bookkeeping?
Yes, I manage all your bookkeeping needs, including reconciliations, receivables, and payables. If you have an in-house bookkeeper, I can provide training and oversight, or work with your team to serve as a second set of eyes on the books.
Dear Business Owner,
I know firsthand the stress and confusion that comes with managing your company’s finances. You deserve clarity and control, not endless frustration. My system was created with you in mind. It’s time to transform your financial chaos into a clear and actionable roadmap to success.
Take the first step today. I promise, the journey will be worth it.
To your success,
Dave Baldwin