Financial Consulting

Financial Health Evaluation and Business Pricing Model Development

A fledgling business often struggles with identifying profitability or even getting started in determining what they should be charging their customers.  Sometimes it’s a matter of digging into the details of what they do and what it’s worth; other times it’s a matter of evaluating the current business model and ascertaining the value of the goods and services that are provided.  James and Farrah are here to talk to you and help you take your raw data and inputs and develop a model for you that’s clear, understable, scientific, re-usable, and scalable.  By using clear and organized thought process, you’ll be amazed at how quickly a workable solution evolves.

Book Keeping and Financial Systems

We’ve often seen small business owners struggle with managing the financial aspect of their business.  Most often it’s that a business owner hasn’t even thought about the financial nuances of running a business, let alone how to set up a financial management system. We can work with you to understand your requirements, schedule, comfort zone, and help you set up a system that works for you and your accountant.  We help bridge the gap between the expectations of the tax system and your accountant and the limitations of your time and knowledge.