Built for construction trades businesses with 5+ employees.
1. Intro Call | 2. We Crunch the Numbers | 3. Grow Your Business
And that leads to your business stagnating, a lack of focus, or annoyance with employees. We don't want that for you.
That's why we built Foundation Assessment for Small Business!
The good news is you already have the financial data in your system to get started but it's time to leverage that data for strategic and operational decision making. Financial Assessment helps you understand your numbers to improve your decision making for profitable growth.
"We have had the pleasure of working with Josh for a few years now , he has been very easy to work with , knowledgeable, kind and supportive . His processes are easy to follow and he has been quick in responding and getting our accounting needs accomplished quickly."
"Being a tradesmen, a lot of the business side of things came from learning along the way. Having Foundation Accounting in my corner has made this significantly less stressful allowing me to focus on more of the hands on side of the business."
"Josh is very professional and highly responsive. He prepares our personal and small business taxes and provides helpful advice and guidance in an easy to understand manner. We recommend Josh if you’re looking for a great CPA and financial advisor for your business."
Every Business can identify problems they are facing
What is not easy is identifying which problems are holding you back. Once you figure out which problem is holding you back there are often multiple potential solutions, how do you know whether a solution is working or not? That's where knowing your numbers comes in.
The only problem is...
You didn't learn about business financial management in school, and you definitely don't have time to spend scrolling endlessly through youtube, sitting through a course or developing the perfect prompt for AI.
After all you have a company to manage!
However, you know it's time to formalize your financial processes so that you can grow your business with confidence, knowing your business is financially healthy.
After working with numerous small businesses running into these issues, we developed Financial Assessment for small businesses doing $1-5 million to help combine your intuition with financial data so that you can
make financially informed decisions each day!
Ready to Grow, but Something is Missing
You've spent years growing your business and know the operations like the back of your hand. Now you are ready to accelerate that growth and feel like "something is missing". You hired a bookkeeper who is doing a great job keeping the books compliant with government authorities but it seems like there is a language gap when you try and use those numbers to improve operations and grow the business.
Accounting is the language of business - Warren Buffet
Financial Assessment is going to help you learn the language of business to develop a management system.
Profitable but no Money in the Bank
You know that your estimates are profitable but there never seems to be enough money in the bank. The money just isn't showing up in the bank account and trying to manage cash flow is a constant battle.
Revenue is vanity, profit is sanity, but cash is reality - Anonymous
It's time to learn the reality of how cash flows through your business and the impact your cash flow has on future growth.
Labour isn't Efficient
It was easy to manage the crew when you were on the tools with them, but now, when you have to spend so much time in the office, work efficiency has decreased and you don't know how to hold hold your crew accountable.
Labour is the only cost that comes to work everyday with an attitude - Greg Crabtree
Every dollar spent needs to have a return, understand what level of return you need and how to measure it.
Foundation Assessment for Small Business
Understand your numbers better with a one-time tax deductible payment of $4,499 CAD
What's Included:
Easy to understand visuals to understand your cash
Identify 1-3 constraints using the 8 levers framework
Understand your Cash Signature and Cash Target for Growth
STEPS
1. Intro meeting to understand your goals
2. Review bookkeeping with bookkeeper
3. We crunch the numbers
4. Review your numbers
5. Time to grow your business!
See the sample table of contents below:
- What if my bookkeeping isn't clean enough? -
As part of the intake process we will review your bookkeeping. While you don't need perfect bookkeeping, your books do need to be up to a certain standard. If they are not we will explain why and what steps need to happen prior to our services.
- What if I don't want to stare at a spreadsheet of numbers? -
Our goal is to bridge the gap between the numbers and your operational knowledge. We know that the last thing you want to do is spend more time staring at spreadsheets of numbers. Our report is designed to minimize the use of numbers and instead rely on visuals tested with business owners just like you.
- Does this lock me into a recurring service? -
No, this is a one-time service.
- I'm busy! How Long Will this Take? -
Upon being accepted and providing all necessary information we aim to complete your assessment within 2 weeks with minimal time requirements from you.
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Foundation Accounting Ltd. is committed to protecting the privacy, confidentiality and security of your personal information and has a Privacy Policy in accordance with the Code of Professional Conduct of the Chartered Professional Accountants of British Columbia and the Personal Information Privacy Act.
