Consultation & Assessments

PREREQUISITE

***Must be a client with a active subscription for services and have already completed 

[ GET STARTED ] - OCD Biz Discovery 

WHAT WE DO

During the accounting setup, we make sure that all the reports a client wants to pull can be easily and readily accessed at any given time.

Our financial analyst will build out an assessment that can help the client navigate their short falls and build projections based on their financial statements. We have taken measures that can help steer a business in a safer direction when unexpected events occur.

Our OCD Biz Solutions team will help provide you an optimized roadmap.

WHAT IT COSTS

• 1X Setup Cost Starting @$499 - [ 3rd Party Accounting Software Excluded ]
  

WHAT WE ARE GOING TO DO

STEP 1 - During consultation we focus on analyzing the Purpose, Objective, and Goal to provide professional guidance, advice, and actionable solutions.

STEP 2 - We then build an assessment with reports provided by the client which includes their financial statements, income statements, balance sheets, and cash flow statements.

WHAT WE BRING TO THE TABLE

• Customized Dashboard
  
• Reports
  
• Inventory Control
  
• Transaction Assessment
  
• Bookkeeping Review
  
• Review Financial Statements
  
• Payroll Review
  
• Review Financial Readiness
  
• Subject Matter Experts 
  
• Financial Roadmap
  

WHAT YOU ARE GOING TO GET

• A Professional Team
  
• Attention to Detail
  
• Accounting Expert
  
• Bookkeeping Skills
  
• Numerical Skills
  
• Analytical Skills
  
• Proficient Data Documentation
  
• Open Communication
  
• Creating Transparency
  
• Economical Awareness
  
• Commercial Awareness
  
• Budgeting
  
• Visibility and Transparency
  

GET STARTED

• Purchase the Service
• Financial Discovery
• Budget Assessment
• Collaborate on Solutions

Book An Appointment if you still have some questions - We can text, set up calls, chats, zoom, or share screens to better understand and what’s going on with your accounting.

[ CONNECT WITH US ] - Reporting Team 

 

[ LEARN MORE ] - OCD Reporting 

 

[ PROFILE PAGE ] - OCD Reporting

Supporting growth