NOW’s the time to implement the right financial solutions fit for your business!
Like shoes, there is no one size fits all for managing your business finances.
Just as your business has its own brand, goals and operations, it should have a financial infrastructure unique to your needs.
Simple but savvy enough to take away the overwhelm you feel trying to manage and grow your business while keeping up with the numbers, monitoring the performance, and hitting your money milestones.
In order to grow, you have to know!
The only way to know is to have the processes and strategies in place that will provide you with the understanding of your performance. Having the right information gives you the advantage to make the right decisions to take your business to the next level and more.
You’re making the money right?
So why can't you pay yourself what you want, why aren't you seeing consistent profits, and when will you stop overworking yourself and outsource the help you need?
Don’t lose your business just because you don’t want to put the effort required to take care of the financial responsibilities!
before:
Spending over 70% of income on unnecessary expenses or costs to run business
Really bad cash flow problems
Very stressful tax seasons. Never prepared and paying to much
No financial organization and have no clue of true business performance or ability
after:
Operating expenses down to 30% of revenue leaving more to profits and other areas
Set plan for allocating revenue, budgeting and clear money management processes
Having the right direction for reporting the right financial activity for maximizing tax savings, and no more needed extensions
Consistent reporting, clear understanding how financial health and can make better decisions that will improve performance and promote growth
You’re tired of all the irritations that come with not managing your finances.
You don’t understand exactly what you need to do or have the time to figure it out, so you ignore it, but the issues are still there.
You know you need:
True understanding of your business performance. This tells you which services and products are the best, where your marketing efforts work best, how much you need to save for taxes, and how you can increase profits
To be able to outsource so you can focus more on growth. If you are handling every part of your business you get stuck. Having the right help within the right budget is all you need to get to your next level
Organization and Clarity. Make your financial life easier by knowing exactly about every part of your business. Organization is the key to clarity and clarity provides the knowledge needed to make the right decisions.
Are you ready for the perfect financial solution for your business?!
Strategic Bookkeeping & Financial Solutions
We all know that bookkeeping is looked at as tedious, frustrating work that takes you away from more important things you could be doing as a business owner. Let us handle your financial obligations so you can focus on growing your business.
Option 1:
Simply Savvy
Includes:
Simple bookkeeping solutions for up to date financial records and compliance. This includes categorizing transactions for your bank, credit card and merchant accounts
Accounts reconciling to ensure you have factual business data
Monthly Reports Review to determine & advise on your profitability, cash standing, and spending
Quarterly review/check-in meetings
Client communication channels
Year end review and tax reporting
Includes QBO Simple Start Subscription
Starting at $390.00/mo
Option 2:
Clarity is Key
Includes:
All features of Simply Savvy Package
Bookkeeping strategies for profit, cash flow and revenue tracking
Customer and vendor transaction management
Monthly custom insights reporting to determine trends and assessment of business
Revenue allocation for best management of spending, taxes and savings
Payroll Assistance
Quarterly summary reporting
Monthly meetings by request/Quarterly check-ins
Year end review, tax reporting, and compliance
Includes QBO Essentials Subscription
Starting at $549.00/mo
Option 3:
Performance Principals
Includes:
All features of Clarity is Key Package
Client invoicing and payment management
Bill pay and expense management*
Cash Flow and budget monitoring/management
Monthly/Quarterly reporting and required tax compliance
Business performance analysis
Advisory services based on reporting and metrics for making best business decisions
Payroll Management*
Monthly meetings
Facilitated Tax Prep (filing will be provided by tax partner)*
Includes QBO Plus Subscription
Starting at $1005.00/mo
*Additional fees may apply
Cleanup & Organization
Tax Ready Bookkeeping
General bookkeeping to get you ready to file taxes
For current tax year only
Will provide tax ready reporting for filing purposes
Starting at $1190.00
Bookkeeping Cleanup
Cleanup and organization of all outstanding bookkeeping to current date
Current date reporting with analysis of trends, patterns
Action plan and suggestions for continued upkeep
Starting at $990.00 (per year needed)
Systems Setup & Training
Complete setup of accounting system & software customized to your needs
Creation of workflows and financial processes
Full training for use, management and upkeep
Starting at $690.00
Financial Management & Advisory Services
Bookkeeping Strategies & Advisory
For the biz owner managing your own bookkeeping and not yet ready to outsource but want a proper plan for maintaining.
Services Offered:
Bookkeeping Strategy Sessions
Bookkeeping Analysis & Review
Custom Reporting Insights
Services Starting at $350.00
Financial Analysis & Management
For the biz owner with adequate financial processes looking for a deeper look into performance & profits, spending & cash flow management and planning.
Services Offered:
Budgeting & Forecasting
Projections & Planning
Biz Performance Assessment & Analysis
Services Starting at $490.00
get in touch
DLG Bookkeeping is a financial services company fit for solopreneurs and small biz owners looking to grow and scale their business to the next level.
We prioritize clarity, strategy, and stability as key ways to help you increase revenue, manage profits, and maintain cash flow for ongoing business improvement and success.
Our CEO and Financial Specialist, Bria G, is dedicated to providing you with excellent service through her knowledge, expertise and experience. Her main goal is to keep you consistently aware of your business performance, understand why it is important, and know the financial impact of each decision you make in your business.
Our mission is simple: Identify and implement the financial solutions and strategies which will allow you to maintain stable operations and high performance for your business.
