Established Profitable Business
Does this sound like you?
You got your business established and are turning a profit. You feel like your growing but the questions (and answers) are starting to get more challenging. Your one-inbox back office is no longer cutting it and you need support you can trust. Maybe you:
Need accountants you can trust, no more bargain shopping for your professional services.
Want to better understand your financials and get support with your AR/AP.
Ready for in-depth analysis and customized reports on your financial operations.
Let us help set you up for success moving forward!
*Our discovery calls are subject to a $50 non-refundable consultation fee.
Established Profitable Business Services
AR / AP
Managing bills, invoices, due dates, and cash flow can be achieved with great applications and accountants.
Advisory
Your numbers are telling you something. Having a experienced professional can help you understand clearly.
Back Office Support
The day-to-day accounting demands has gone past general admin support and you are ready for professionals.
Customized Reports
The usual QBO reports got you this far but now you are ready for something more specific to your needs.
Cashflow Analysis
Poorly managed cash flow can drastically change the trajectory of your business. Let us help you stay ahead.
Tax Preparation & Advisory
You don’t just want a completed return, you want a plan for lowering your tax liability without lowering your profits.
FAQS
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With a consultation! Depending on the shape of your books and experience working with an accountant you may need a cleanup, diagnostic review, or you may be ready to go!
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We will work with you to ensure that your internal reporting allows for metrics that are specific to your business to help you understand current performance and plan and forecast for the future.
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Absolutely-we are able to put some metrics in place to measure performance and help make financial decisions. The financial strategies will largely depend on your specific needs and circumstances but we can certainly be the strategic partner to help you make those decisions.
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We have several favorite tools we can share. Ultimately, the goal is to ensure clients receive your invoices in a timely fashion, with reminders, and it makes it easy for them to pay you. On the payables side, our favorites are Melio and Ramp.
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With A/R the goal is to shorten the cycle as much as possible, and lengthen the corresponding A/P cycle (to the extent possible with vendor terms) so that you maximize your cash flow. We can put some reporting metrics in place to monitor that.
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We currently us Fathom for in depth financial analysis and can work with you to create dashboards and metrics that make sense.
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Our recommended tool for an accounting system is QuickBooks online. It help systematize your entire financial operations, including AP and A/R with reporting in one place.
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We provide detailed tax analysis to figure out what is the optimal tax structure for your business and your life circumstances.
Not right for you?
T&O Strategic Advisory offers a wide range of services to all kinds of businesses. If these services do not sound right for you, maybe you are a better fit for the services in:
Why People Love Working With Us
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The individual attention we received made us feel like more than just another client at a big accounting firm, we felt like our business mattered!
Mike Carr, Anna Jean Salon & Boutique
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Timely, easy to communicate with and very efficient. I have been blown away by their knowledge and fast communication
The Reel Harbor Theater
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They are one of the best choices we’ve made for our business. Not only are they professional and affordable, but they listen to our company’s needs and provide valuable insight.
Heike Seitz, President of Seitz Construction Service