Growth & Strategy

Do you know how healthy your business really is? Beyond just revenue, your financial KPIs (Key Performance Indicators) reveal where you’re profitable—and where you’re not.

5 KPIs Every Small Business Should Track:

1. Gross Profit Margin – Shows how much you make after direct costs

2. Net Profit Margin – The bottom line, after all expenses

3. Operating Cash Flow – Cash coming in from day-to-day activities

4. Client Acquisition Cost – How much it costs to get a new customer

5. Accounts Receivable Turnover – How quickly you get paid
   
   

Why It Matters:

• Spot problems early (like rising costs or shrinking margins)

• Make smart hiring or pricing decisions

• Set realistic growth targets
  
  

We help clients monitor these KPIs monthly—not just at tax time. Want to start? Contact Us

Why Growing Businesses Hand Off the Books to a Pro

If you're a business owner spending late nights in QuickBooks, falling behind on reconciliations, or just unsure if your numbers are right—you’re not alone.

At some point, every business outgrows DIY accounting. The real question is: have you already reached that point without realizing it?

The Signs It's Time to Outsource Your Accounting

Here are a few key indicators that it might be time to bring in professional help:

1. You’re Spending More Time on Books Than Business

If bookkeeping, payroll, or reconciliations are eating up hours that could be spent serving clients or growing your business, it’s time to let someone else take it over.

Your time is valuable—and accounting is one of the easiest tasks to offload with confidence.

2. You’re Behind on Taxes or Compliance

Missed deadlines, late filings, and IRS letters are major red flags. A CPA ensures your books are clean, your taxes are filed on time, and nothing falls through the cracks.

3. Your Books Don’t Match Your Bank

If you’re not sure whether your financials are accurate—or haven’t reconciled your accounts in months—you’re likely flying blind. That creates problems when applying for loans, planning for taxes, or making major business decisions.

4. You’ve Hired Employees or Contractors

Payroll adds a whole new layer of complexity to your accounting. Withholdings, tax filings, W-2s, 1099s, and state compliance are too important to wing.

5. You Want Better Financial Clarity

It’s not just about compliance. Business owners who work with a CPA get real insight into profitability, cash flow, and growth opportunities.

What Does Outsourced Accounting Include?

At our firm, outsourced accounting is built for flexibility and ease. Depending on your needs, we offer:

• Monthly or quarterly bookkeeping

• Bank and credit card reconciliations

• Payroll support

• Financial statements

• Tax-ready books

• Real-time advice
  
  

Why Clients Work With Us

We’re not a call center or software help desk. You work directly with a CPA who understands your business, communicates clearly, and helps you use your numbers to make better decisions.

• Flat monthly pricing—no hourly surprises

• Direct phone and email access

• Hands-on support for S Corps, LLCs, and growing service businesses

• Clean, tax-ready books year-round
  
  

Ready to Offload Your Accounting?

If you’re feeling buried, behind, or uncertain—outsourcing may be exactly what your business needs to move forward with clarity and confidence.

Let’s talk. We’ll review your books and show you what’s possible when you have a CPA in your corner.

Contact Us today to get started.