Jenni Allen

⬆️Hit Follow⬆️ We are a financial services firm helping overwhelmed business owners gain clarity with their business finances and increase their profit and cash flow. Your business's JOB is to MAKE YOU MONEY💰. But so often, owners find themselves consumed by never ending to-do lists, constant stress, and dwindling cash in the bank. Sound familiar? As your bookkeeping team, we clean up your books so you have accurate financials and then we can interpret those financials in a way that makes sense to you. Want to take it a step further and scale your business or open new locations? As your Fractional CFO, we can advise you on the next steps to take each month so that you get back on track to hitting your business goals and increasing your cash in the bank. We help a variety of local businesses as well as online-based businesses in various industries such as real estate investors, recreational vehicle dealerships, landscaping companies, construction & trades companies, insurance agencies, virtual coaches, marketing agencies, operating officers, photographers and more. We start with an initial consultation to learn more about your business needs so that we can better understand how we can help you and what's most important to you. Each business is then given a highly individualized plan and quote based on you and your business. Monthly bookkeeping entails entering your revenue and expenses, inputting assets and liabilities, reconciling all bank/credit accounts and creating a monthly report package complete with your Balance Sheet, P&L and Statement of Cash Flows. Monthly bookkeeping also includes a personalized video review of your financial statements which will outline changes in income, spending habits, trends, and recommendations. Acting as your Fractional CFO, we'll set targets for your business and each month I'll review the prior month, forecast for the year, and analyze your business. In our monthly meeting, you'll receive a Scoreboard so you can clearly see what's working (and what's not) without looking at financial statements. I'll give you the objective that we'll be working on and we create the game plan for what you'll do that month. Then we repeat each month! Ready to have peace of mind and a partner that's invested in your success? Message us to set up your free consultation or check out our website: http://keepingdigitalbooks.com/ Read to book now? Follow this link: https://calendly.com/keepingdigitalbooks/consultation 🔹Virtual Bookkeeper 🔹Fractional CFO / CFO Advisor 🔹Accounting / Bookkeeping 🔹Financial Analysis