Bookeeping Biz Coach
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About this service
Summary
What's included
Week 1 :
Review teamwork (bookkeeping) so you're confident in the data without having to do it by yourself
Using tools and workaround to manage transactions
Understanding how to make use of the tools to manage transactions productive and efficiently.
Week 2 :
Interpret the financials and pull out KPIs that matter. Prep for your client meetings.
Week 3 :
Compile and present the financials quickly and easily so that clients understand and don't get overwhelmed.
Learn detail reports that useful for your company
Understanding financial reports from abuse and fraud, and make sure all information is received in an accurate and timely manner.
Week 4 :
Guide your client into better habits, make better decisions for their numbers, and become the collaborative controller or CFO they need.
Efficient Internal Workflow
Developing and maintaining effective internal control in managing business
Example projects
Skills and tools
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