Consultation & Assessments

Regular price $649.00 Sale price $499.00 Save $150.00
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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 1During 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.

Supporting growth

[ CONNECT WITH US ] - OCD Reporting 

Testimonials

Thank you so much for the services you provided. Your prices are extremely competitive! We will recommend you to out families and friends.

Alice M.

The movers were awesome. They arrived early and never stopped moving until we were done. They were very polite and careful with our belongings. We would definitely recommend your company to anyone!

Mark P.

Our Commitment

Our Vision

Our Hive Team

why are we different

Our Culture

We are committed to providing our customers the best service and innovative offerings available making it possible to create seamless, smart, and efficient solutions.

We’re more than just a company,
we’re a team and global family.