Financial statements tell you where you've been. Not where you're going.
Plenty of accountants are good at preparing GAAP statements, and those historical statements go a long way toward filing a simple return or getting a loan. They aren't much use for running a technology business. They can't tell you the cost of acquiring a customer, when you'll run out of cash, or where your best opportunities are. Our reporting and systems work can.
Lean analytics
Lean isn't a new idea, especially in software. Still, many businesses preach lean but fall short on execution, and the usual reason is inferior accounting. We set up measurement systems that show you clearly, as you cycle through projects and releases, when it's time to pivot.
Software integration
In small and mid-sized technology businesses it's common to find separate systems for bookkeeping, CRM, time tracking, and inventory. Connecting Salesforce to QuickBooks is easy; making the connection useful is not, because each product was set up with little thought about linking them. We work through each system's legacy setup and build fresh links and processes that produce a more reliable integration and better insight: real-time customer and job profitability, employee productivity indicators, and sales projections you can trust.
Predictive indicators
Technology businesses need forward-looking data to make decisions. As students of predictive indicators, we help companies build their own crystal balls: simple, digestible reports that pinpoint opportunities and challenges, and solutions to match, whether that's integrating systems, measuring productivity, or building unusual dataset plugins and surveys that give our clients a tactical edge.
Audit, review, compilation, and other attest work
Banks, boards, and customers may require GAAP financial reports to judge the soundness of your company. We prepare them following a defined set of rules that produce a reliable, trusted result. We also look for the most cost-effective route: audit work can sometimes be referred to our network of lower-cost partners, and in other cases we improve your internal controls so that audits cost less now and in the future.