top of page

Financial Management

Check-Up for Small Business

If you are feeling frustrated or uneasy with the quality and cost of your bookkeeping and accounting systems it may well be time for an independent assessment of these functions.

 A  "financial management check-up" which covers the following areas of concern is an effective way to establish a baseline for making improvements :

​

  • Data integrity/security

  • Revenue management

  • Cost and expense management

  • Asset management

  • Financial planning, reporting and analytics

  • Compliance and tax planning

  • Current bookkeeping and accounting costs

  • How technology could make an impact 

​​

You can view the entire assessment in the attached PDF file.

​

Fees for these assessments start at $300 and are based on the size and complexities of your business. 

© Leverage Point Inc.

bottom of page