Attention: Entrepreneurs & Small Business Owners
Never Worry About Your Bookkeeping Again
21st-Century Bookkeeping for Small Business Owners
How It Works
So, HOW do we help you to never worry about bookkeeping again? It's done through our proprietary 3-step system:
Step 1:
ANALYZE
First, we work with you to clarify your goals. Next, we do a deep dive analysis of where you are now with your practice finances. Only when this is complete and there is complete clarity for you and for us do we move onto...
Step 2:
CUSTOMIZE
Next, we get busy creating custom bookkeeping to fulfill your goals. This includes creating financial reporting that is: a) specific to your business and industry b) simple to understand and c) helps us all to see how we can...
Step 3:
OPTIMIZE
Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.
Hear From Our Clients
Rick has been foundational to our growth as a young company. Super insightful and a master of his craft.
Grant M.
Rick is extraordinarily knowledgeable and experienced in the Franchise world and has helped many people reach their goals and dreams of owning and building their own successful franchise. I highly recommend Rick as a business mentor, coach, adviser and support. Rick's experience is a great resource to those who work with him.
Jeremy P.
Why Me?
With a strong foundation in finance, accounting, and franchising, I have a proven track record of delivering results and driving success across various industries and roles.
My true passion is partnering with entrepreneurs and franchisees, providing the strategic, operational, and financial guidance they need to overcome challenges and achieve their goals.
Helping small business owners thrive is at the heart of everything I do.
Select a Time to Chat With Me Now:
Turn your bookkeeping nightmare into a dream
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