"Scaling Business" Bookkeeping Service Package

James Cash Penney, a celebrated entrepreneur, famously emphasized that business growth is not a matter of chance, but rather the result of coordinated and cohesive efforts. His statement highlights the importance of purposeful actions and strategic planning in achieving success.

When your business reaches a critical phase of growth, it becomes imperative to lay a solid foundation for long-term success. This involves building a team of experts who can assess your company's stability and provide guidance based on data-driven insights, enabling you to make informed strategic decisions.

The "Scaling Business" bookkeeping service package is specifically designed to support companies in this stage of growth. This package provides comprehensive assistance for strategically scaling your operations. It recognizes that successful growth requires a thoughtful approach and offers tailored services to meet your specific needs.

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This package includes:

• Chart of Account Customization: As a company grows, its financial reporting needs evolve. AFS's chart of account customization ensures that the financial records accurately reflect the company's changing structure and reporting requirements. This allows for better tracking, analysis, and decision-making based on financial data.
• Workflow Consultation: AFS will conduct a 2-hour workflow consultation to optimize your internal processes. This session aims to identify areas of improvement, streamline workflows, and recommend strategies for enhanced efficiency. By implementing more efficient processes, you can scale your business effectively without compromising financial stability.
• Accounts: Coverage for up to 8 bank account and/or lines (e.g., credit cards, PayPal, merchant processors, loans, lines of credit, and external payroll providers).
• Monthly Transaction Recording
• Accounts Payable: AFS assists you in managing your accounts payable processes, ensuring accurate and timely payment of bills. This support allows you to maintain positive relationships with vendors and suppliers, supporting your growth initiatives.
• Monthly Reconciliation
• Monthly Profit & Loss Statement & Cashflow Statement Report
• Ongoing Email & Phone Support: Guidance and assistance for your bookkeeping and financial matters whenever you need it.
• Additional Services: The flexibility to add supplementary services based on the company's unique requirements is crucial for a growing business. Whether it's a bookkeeping clean up, accounts receivable management, operating budgets, scaling plans, or other operational support, AFS offers the ability to tailor the service package to align with the specific needs of the expanding company.

Booking a consultation with AFS enables growing companies to partner with experienced professionals to establish financial stability, gain valuable insights, and focus on strategic growth initiatives.