♦ Inventory Management

We are Opening the Gate^SM to improved inventory management by analyzing your current system and helping you implement changes to gain better control of the dollars you have invested in inventory resulting in improved cash flow.

♦ Accounts Receivable Management

♦ Cash Flow Management

We are Opening the Gate^SM to improved cash flow by assisting you in implementing a system that controls the amount of dollars you carry for your clients along with the length of time you carry them for.

Do you have cash flow problems during certain times of the year?  Let us help you manage your cash so that you are prepared for these times when cash is slow to come in.

♦ Strategic Planning

♦ Succession Planning

♦ Projections

Do you have a vision for the future of your practice?  Do you know where you want your practice to take you or are you just taking it day by day?  We can guide you in creating and documenting your vision.  If you already have a vision, is your practice fulfilling your vision?  We can help you create a system that will allow you to reach your vision.

If something were to happen and today was the last day you were to be at your practice, what would happen to your practice tomorrow and in the future?  We can help you have systems in place to prepare for the worst.

Are you looking at starting a practice?  We can help you with financial projections which are also often required by lenders.  

♦ Forecasts

Looking to make a change like adding an associate or building a new building?  We can provide you with a forecast on how this may financially affect your practice. 

♦ QuickBooks Training

If you’re looking for QuickBooks training, you’ve come to the right place!  Nikki is a Certified QuickBooks Advisor and can train you or your staff in order to create more efficiencies in your practice.

♦ Other Services

You don’t see the service you were looking for?  Give us a call to see if we can assist you!

Opening the Gate^SM to what we do

We can provide you with traditional accounting services such as compilations and reviews often necessary for third parties such as bankers, lenders and suppliers.

♦ Accounting Services

We have an array of different management techniques and reports that can be customized to fit your needs.  We can analyze where your practice is today and help you take it where you want it to go.  Not enough time and/or not enough desire for management duties?  We have ways to minimize your management time and yet produce successful results.

♦ Management Consulting

We are Opening the Gate^SM to increased profitability by analyzing your current situation and implementing system changes that directly impact your bottom line.

♦ Profitability Analysis

Don’t know how to begin creating a budget?  Let us assist you!  A budget is a key financial management tool.  It allows you to set goals for your practice and more importantly, shows you how your practice is measuring up to these goals.

♦ Budgeting