Are You Sure Your QBO Account and Staff are Effective and Efficient?
If your accounting is a mess, even if you don’t know that’s the case, the responsibility falls on you. The penalty for an ineffective accounting system won’t impact just you… but could result in the loss of team members, money, and your business.
Our QBO Discovery Assessment is designed to provide you a pulse check of the practices reflected in your QBO account. This unique assessment helps you answer the following 3 staple questions…
- Does your balance sheet reflect your business in a positive light? i.e. So your bank doesn’t laugh at you.
- Do your current tools consistently and accurately integrate your data for your financial clarity?
- Do you have a high level of understanding of your cash flow?
I Would Like to Validate or Challenge My Current Systems and Staff
Kahuna QBO Discovery Assessment Designed For Business Growth
You’ve got big dreams and ambitions. It’s time to get a financial team and the financial system to match those ambitions. To gain that financial clarity and fuel your businesses growth, Kahuna will review the following:
- A quick check of your accounting system (this is strictly QBO) processes and practices for accuracy and efficiency.
- A review of your chart of accounts.
- A snapshot of your forecasted cash flow.
- A list of possible anomalies, if any, to address.
- Guidance on mitigating and/or maximizing problem/successful areas of your business to fuel profitability.
Here’s What It Looks Like:
We will review your current systems, processes, and practices for accuracy and efficiency.
You receive your Discovery Assessment Report with our findings along with possible anomalies.
Mitigate problem areas and maximize your firm’s profitability with complete clarity.
Don’t Settle For Status Quo
Here’s how it works:
You’ll Gain Peace of Mind When We Clean Up Your Financials
Many real estate entrepreneurs have no idea how much money they are making or how their business is doing. At best they have financial information but it’s too late to do anything with it.
Getting setup in Kahuna’s financial system is seamless and simple. With input from you, we’ll do all the work. Whether we clean up your historical data (limits apply and must be reviewed) or start clean beginning on January 1st, we’ll handle the transition and you’ll stay focused on your business.
Step 2: You’ll Save Time and Reduce Stress When We Take Over the Bookkeeping
Our world-class team will handle the day-to-day bookkeeping so you’ll have real-time data and a forward-looking view of how to improve.
You can focus on building your business. Let us take care of the numbers to keep you on track.
Step 3: You’ll Gain Confidence and Clarity with our Reporting System
Having the bookkeeping under control is only the foundation. Once that’s set, we’re going to provide you with a set of management reports every month to guide you toward growth. Every month you’ll see:
- Balance Sheet
- Profit and Loss
- Gross Revenues
- Gross Expenses
- Net Income
- Accounts Payable / Receivable Report
- Budget Variance Report (Optional)
- Cash Flow Report and Trends
- Dynamic Guidance System (Real Time Dashboard Optional)
When you get these reports, our team will share with you some standout numbers and be available to discuss exactly what’s happening financially in your organization.
We will be your financial team, providing accountability and guidance so you can focus on achieving your goals!
Want to Work with Kahuna Accounting?
Listen, we want to be clear that we are not for everybody. We love entrepreneurs and helping them grow. Our system is to automate and simplify the bookkeeping and provide insight to help the business grow.
This typically works best for businesses that are rapidly growing and craving a deeper insight into their business.
If you are more status quo or looking for the lowest cost way to just have financials for a CPA we are probably not going to be right for each other.
But if you are tired of looking backward, and wondering where you stand. If you want to do big things and be a better leader and owner of your business.
If you are ready to take control of your results and build the business you had in mind when you started, we’d love to partner with you to make it happen.
All you have to do to start is fill out the form on this page and we will do a quick assessment on what a good next step would be for your particular situation.
Schedule Your Strategy Call Now
Complete this form to schedule an appointment, to determine if our solution is right for you!