Capital Solutions

It is not how much you make that counts but how much money you keep

Robert Kiyosaki, investor, businessman and author of best-seller Rich Dad Poor Dad

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Simplify your Accounting, Lower overhead, & Increase Profits

The Capital Solution

I have worked with a number of small businesses to simplify their accounting systems.  The Capital Solution is a program developed to allow the business owner to concentrate on their specialty, while freeing them from the financial management issues that every owner is forced to deal with.  My program helps ensure your books are set up correctly, your invoices are accurate and efficient and your vendors are working for you, not against you.  After 6 months I guarantee that your business will be more profitable and your books are easier to manage.  Throughout the entire process I will ask the right questions to determine what is holding your company back.

It’s your turn.

Getting started: Sign up with me today. I will immediately start working through the steps to the ultimate solution, so you can get back to concentrating on the reasons you first started your business.

Step 1: Accounting Clean up. Once I sign on with your company I will review your current accounting system, ensure all taxes have been filed and payments up to date, reconcile any past credit card or bank statements, and begin to allocate expenses and income to correct accounts.

Step 2: Track the Customers. After any backlog issues are completed I will concentrate on the accounts receivable.  Who owes you money? When are they paying you? Who’s not paying and why?  I will review invoicing system and be certain invoices are going out on time, to correct contacts, and in the correct format.  I will then set up invoicing standards, late payment solutions, monthly reminders for customers, late fees, and if necessary stop work letters.  Once this stage is complete I will contact customers for feedback.

Step 3: Examine the vendors. How are the vendors being paid and when?  I will negotiate terms, discounts, and payment plans for vendors.  What types of bills are being charged, can any be billed as a reimbursable to the customer?  Again, after this stage is complete I will contact vendors for feedback.

Step 4: Overhead review. Review all costs and determine cuts that can be made, that will not affect productivity.  This is not a review of employee productivity, but a review on the fixed costs of the business.  Examples of fixed expenses whose costs can easily be reduced include: phone lines, fax lines, cell phones, web hosting services, credit card charges, and bank charges.  Contact vendors for discounts for grouping services, automatic payments.  Review cash flow, any fees or interest caused by reduction in cash on hand.

Step 5: Project Profitability. Analyze individual projects to determine project costs and profitability.  Can you set up budgets by job?  How are you tracking profitability?  Are costs allocated to the correct job?  Can additional costs be billed to client?

Step 6: The next step. Now that the finances are clean, understandable and profitability is increasing, what is the next step?  Marketing to new clients or industries?  Meeting with banks or investors for additional capital to help business reach next level?  Once the financials are in place, the true fun can begin.

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