Secure Your Spot Now! Transform The Financial Health of Your Roofing Company with Bookkeeping Evaluation.
What to Expect:
- Company Overview: We'll start with a brief snapshot of your company—discussing its history, the size of your team, the CRM system you use, and any other relevant details.
- Current Processes:We'll dive into your existing accounting and finance processes, including:
- Bookkeeping
- Accounts Receivable
- Accounts Payable
- Payroll
- Potential Improvements: Our discussion will also cover how we can assist in enhancing your operations, which may include:
- Bookkeeping services and/or training
- Integration and synchronization work between your CRM and QuickBooks
- Implementation of financial processes within your company
- Assistance with Accounts Receivable (A/R) and Accounts Payable (A/P)
- Job-costing and accurate report generation
- Follow-Up Support: Get follow-up support via email to ensure you're on the right track.
Coaching sessions are conducted via Zoom. Ensure you have a stable internet connection to get the most out of your session.