Professional Financial Management
Helping Technology Dealers Succeed with their ERP and Accounting Software!
About Us
Professional Financial Services
Our experienced team of professionals provides hands-on consulting for BTA Dealers — tackling everything from day-to-day tasks to large-scale system projects. Typical areas we support include:
- Daily work: contract billing, reconciliations, lease pass-throughs
- Training: service billing, GL, A/R, A/P, and month-end processes
- Projects: system audits, data cleanup, mergers & acquisitions
- CFO services and consulting
Perspective & Experience
Bookkeeping really is a hassle. We can take that hassle away.
However, we can go much further and offer much more to
strengthen and grow your business.
It’s not just about doing what you need to comply with the law and to keep the Tax Man happy (and you definitely need to do that!). It’s not just about saving you time. It’s about helping you to build a great business. This is why we go beyond simply entering data. Ultimately, our goal is to work with you to create the profit and bottom-line results you
envision in your own business plan.
Adding Value
Most successful businesses will tell you they could not have accomplished their goals without help. Our experience, core principles and strong mission shape our efforts. So find out what makes our proven approach to your business management successful. We will demonstrate our value by improving your financial record keeping. Call us today.
"Before you can fix your finances you have to face your finances."
- Mike Michalowicz in Profit First