Touché Services

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 Are you ready to take full control of your business finances, align them with Generally Accepted Accounting Principles (GAAP), and make data-driven decisions for growth and profitability? Our Financial Review & System Optimization in package is designed to do just that. Our financial team works to create or clean up your current accounting system so business executives can get a complete picture of the current health of their organization, identify areas of improvement, and develop financial processes.

Key Features:

1. Thorough Financial System Examination: 

• Set up or Comprehensive cleanup and review of your current accounting system to ensure it complies with GAAP standards.
• Precise reclassification of all Year-to-Date financial transactions for unparalleled accuracy and consistency.

2. Customized Financial Management Guidelines

• Personalized financial management guidelines tailored to your business's unique needs.
• Detailed analysis of your product/service pricing for maximum profitability and market competitiveness.

3. Strategic Financial Goal Development

• Collaborative goal-setting sessions to align your financial objectives with your business vision.
•  A clear, actionable roadmap to guide you toward your most ambitious financial milestones.

4. Comprehensive Financial Reporting

•  In-depth Full Year-to-Date Financial Summary Report, providing a profound understanding of your financial performance.
• Regular, exclusive insights into your financial health and tailored recommendations for improvement.

5. Strategic Meetings

•  An immersive 1-hour onboarding meeting to deeply understand your business and financial goals.
• Two comprehensive 1-hour financial performance review meetings for in-depth assessments, addressing questions, and making data-driven decisions.
•  A focused 30-minute Wrap-Up meeting to review follow-up items, fine-tune future financial strategies, and ensure you're on the right track.

Benefits:

• Gain absolute confidence in the accuracy and GAAP compliance of your financial data.
• Make informed pricing decisions for maximum profitability.
• Chart a path to financial success with personalized, data-driven goals.
• Receive expert guidance for strategic financial decisions.
• Enjoy transparent, proactive communication at every step.

Our VIP Financial Mastery Intensive is a highly personalized program designed for business owners and executives who seek a deep understanding of financial management. This intensive program consists of two 4-hour one-on-one sessions, where you will receive tailored guidance and insights on various financial aspects critical to your business's success. This program is particularly well-suited for business owners who want to learn how to manage their own financials or maintain the accounting functionality in-house. Here are the details of what these sessions entail:

Session 1: Financial Fundamentals and QuickBooks Mastery

Part 1: Setting Up Your Company Correctly

• Legal Structure Review: An analysis of your business's legal structure to ensure it aligns with your goals and complies with regulatory requirements.
• Tax Structure Examination: Evaluation of your tax structure to maximize tax benefits and minimize liabilities.
• Document Filing Guidance: Assistance with necessary document filing, such as articles of incorporation or operating agreements.

Part 2: Navigating QuickBooks

• QuickBooks Setup: Step-by-step guidance to set up and configure QuickBooks tailored to your business's needs.
• Account Creation: Creation of custom accounts and categories for precise financial tracking.
• Chart of Accounts: Development of a comprehensive chart of accounts to ensure accurate transaction recording.

Part 3: Best Practices in Accounting

• Accounting Best Practices: Discussion of industry-specific best practices for accounting, ensuring accuracy and compliance.
• Internal Controls: Implementation of internal controls to safeguard your financial data and assets.
• Expense and Revenue Recognition: Strategies for proper recognition of expenses and revenue for accurate financial reporting.

Session 2: Transaction Recording, Financial Reports, and Productivity Enhancement

Part 1: Proper Transaction Recording

• Recording Transactions: Hands-on training on how to accurately record various types of financial transactions, including sales, expenses, and payroll.
• Bank Reconciliation: Guidance on reconciling your bank statements with your financial records for precision.

Part 2: Understanding Financial Reports

• Financial Reports Interpretation: Comprehensive explanation of key financial reports, including income statements, balance sheets, and cash flow statements.
• Ratio Analysis: Interpretation of financial ratios for performance evaluation and decision-making.

Part 3: Add-On Features for Enhanced Productivity

• QuickBooks Add-Ons: Discussion of QuickBooks add-on features and applications that can streamline your financial processes, increase productivity, and provide deeper insights into your business.
• Integration Strategies: Strategies for integrating third-party tools and software for comprehensive financial management.

Each session is highly interactive and tailored to your specific business needs and industry. By the end of the VIP Financial Mastery Intensive, you will have a comprehensive understanding of your financial structure, the ability to effectively navigate QuickBooks, employ accounting best practices, and harness the power of financial reports to drive informed decision-making. This intensive program empowers you with the knowledge and skills needed to achieve financial mastery and success in your business, especially if you aim to manage your own financials or maintain in-house accounting functionality.