The number one thing that Interior Designers say overwhelms them is bookkeeping; therefore this process is often put off for weeks or months. As the CEO of your business, you should be able to focus on building a thriving business and not spending free time scrambling to figure out your profitability.
Once we ensure your account it set up appropriately, I will categorize your transactions in your accounting system on an ongoing basis and deliver easy-to-read reports every month. You will have access to me via email for questions as well as a monthly meeting to discuss your numbers.
If you plan to stay on top of your transactions but need help getting set up in an accounting system, I can help with a one-time initial set up. During this 75-minute consultation we will review your business structure, set up a chart of accounts that aligns with your process, and streamline procedures such as invoicing.
If you have been telling yourself that you will take care of your books another day and a few months (or almost a year) have passed, an account cleanup may be perfect for you. We will schedule a discovery call to discuss your current status and number of transactions needing to be reconciled. This will help me determine the amount of time needed to clean up your account and prepare your books to provide to a CPA for tax purposes.
CFO services may be a good fit for your business if you are rapidly growing, expanding your team, and/or need unbiased support to make key business decisions. Since I specialize in providing services for Interior Designers, I am able to leverage best practices and industry knowledge to better support you.
In addition to providing you with monthly reporting, budget preparation and forecasting, I also serve as a liaison with your CPA and/or Tax Strategist to review your company's financials on a regular basis to ensure you are maximizing profits and being proactive with your business investment strategy.
Gina - California Daydreams Design