Our clients are innovative, progressive thinkers and doers with high integrity. They have quick minds, lots of to-do’s and big milestones to reach. They are change-oriented and highly adaptive, and realize that if they want different results, they need to try new approaches. They believe that sustainable practices yield the best long-term results when it comes to people, processes and profits. And, they are good communicators who place a high value on interpersonal relationships as an integral part of their competitive edge.

 

Our clients usually come to us with one of the following four situations:

 

The Start Up™

Companies in the Start Up phase are often new to business but know they need the basics in place: such as making sure they’re tracking their expenses, billing their clients, paying their staff, having enough money in the bank, and loving what they’re doing. They need help getting organized, setting up QuickBooks software, using it correctly, and putting in place the right financial processes.

 

The Clean Up™

Companies that come to us at the Clean Up phase have been operating for a number of years and doing well by their clients. They started out with their financial books in order but things got busy, staff changed, and their financial upkeep got neglected. And their financial books became a stumbling block to growing their business. They want to get their financial books back in order and their financial reporting back on track.

 

The Keep Up™

To keep up with business is a good thing! And businesses that come to us at this stage are doing well financially, are well organized and established, and have just enough staff to manage their operational activity. They are ready to outsource day-to-day bookkeeping to free up their staff for more strategic work.

 

The Grow Up™

Established companies that are ready to progress to the next level of corporate complexity need a more powerful financial platform to meet their growing business needs. We assist them in migrating to the QuickBooks solution that will match their level of business growth; whether that means moving from spreadsheets to QuickBooks for the first time or upgrading to a more powerful level of QuickBooks software.

We work with small business owners who are passionate about their field and want their financial systems and processes to fit their progressive business style.

 

Our clients tend to be professional service firms, based in the San Francisco Bay area, that operate locally, and may operate internationally. Industries we’ve worked in include telecom, internet commerce, consulting, coaching, defense, home entertainment, and construction.

“Top Quality Leader and Manager. Insightful, intuitive, intelligent. One of the best.”

 

- Don Zacherl, CEO and COO, S3 Technologies, Virginia