$150.00 USD

Bookkeeping Evaluation

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.