PREREQUISITE

***Must be a client with a active subscription for services and have already completed 

[ GET STARTED ] - OCD Biz Discovery 

WHAT WE DO

Our reporting structure will help our client establish business goals that are realistic and feasible. We develop data-driven strategies that are proactive instead of reactive.

Our goal is to be able to plan expenditures and restrict any spending that is not part of the plan.  This enable business owners to concentrate on cash flow, reducing costs, improving profits and increasing returns on investment

We believe that regular communication and follow-ups with our clients are important steps in the financial planning process. Ongoing contact keeps the business on track to meet financial goals.

WHAT IT COSTS

• 1 Time Setup @$499/ Hour
  

WHAT WE ARE GOING TO DO

We fully understand the client’s current statement of accounts when planning for the future.  We use the past statements and future expectations to prepare financial forecasts.  We ensure that resources are allocated to things that support the strategic objectives of the business.  We will communicate the budget to associated members so everyone understands the priorities of the business.  Our roadmap with the goals and desire objectives will also outline how to get there by provide an insight of the resource requirements needed to reach the goals.

• Identify Current Available Capital
  
• Provide an Estimate of Expenditures and Anticipated Incoming Revenue
  
• Ensure Resources are Available for Initiatives that Support Business Growth and Development
  
• Profit and Loss Statement
  
• Balance Sheet
  
• Cash Flow Statement
  
• Simplicity / Foresight / Flexibility
  
• Optimum Use of Funds
  
• Liquidity & Anticipation of Contingencies
  
• Economic Overview
  

WHAT WE BRING TO THE TABLE

• Accounting Expert
  
• Proficient Data
  
• Transparency 
  
• Communication & Collaboration Tools 
  
• Informed Business Decisions 
  
• Established Business Goals  
  

WHAT YOU ARE GOING TO GET

• Business Plan Draft to Optimize Business Growth
  
• Better Control over the Cashflow
  
• Scale Financial Performance
  
• Funding, Acquiring, and Loans
  
• Professional Team 
  
• Attention to Detail
  
• Accounting Expert
  
• Bookkeeping Skills
  
• Numerical Skills
  
• Analytical Skills
  
• Proficient Data Documentation
  
• Open Communication
  
• Creating Transparency
  
• Economical Awareness
  
• Commercial Awareness
  
• Budgeting
  
• Visibility and Transparency
  
• Forecasted Balance Sheets 
  
• Income Statement Budget 
  
• Expense Allocation 
  
• Sales Targets 
  
• Break Even Point 
  

WHAT YOU NEED IN ORDER TO START

• OCD Reporting - Consulting & Assessments Solution
  

GET STARTED

• Purchase the Service
• Financial Discovery
• Budget Assessment
• Create Sales Goals
• Create Financial Project Plan

Book An Appointment if you still have some questions - We can text, set up calls, chats, zoom, or share screens to better understand and what’s going on with your accounting.

Supporting growth

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“We're Ready When You Are."

[ ORIENTATION ] - OCD Biz Solutions

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