Diamond Plan

Diamond Plan Consultation
30 min
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Fixed Asset Management

I maintain detailed records of your fixed assets, including acquisition costs, service dates, depreciation schedules, and disposals. This ensures compliance, supports tax reporting, and keeps your balance sheet accurate.

Product/Service Analysis

I break down the profitability of your individual products or services to highlight what's working—and what might need adjustment. This helps you focus resources on high-margin offerings and optimize pricing strategies.

Quarterly Strategic Meetings

Every quarter, we meet to review your financial performance, discuss business goals, and adjust plans as needed. These meetings help you stay on track, adapt to changes, and make confident decisions backed by current data.

KPI Tracking

I help define and monitor the key performance indicators (KPIs) that matter most to your business—such as profit margins, customer acquisition cost, or average sale value—so you can measure success and progress more effectively.

Industry Comparison

I compare your financial performance against industry benchmarks to help you understand how your business stacks up. This can uncover opportunities for growth, pricing adjustments, or cost control strategies.

Transaction Categorization

I review each financial transaction and assign it to the correct income or expense category. This ensures your books are accurate, tax-ready, and provide real-time insights into where your money is going.

Monthly Account Reconciliation

Each month, I match your bank and credit card statements to your accounting records. This process helps identify errors, catch fraudulent activity early, and ensure that your financial data is accurate and complete.

Financial Analysis

I interpret your financial data to uncover trends, inefficiencies, or potential issues. You’ll receive straightforward insights to help guide decision-making and improve overall financial health.

Year-End Preparation

I organize your financial records, ensure everything is categorized properly, and generate the necessary reports for tax filing. This makes the handoff to your CPA smooth and stress-free—saving you time and avoiding last-minute scrambling.