A small business wants to know how the month is looking compared to the same time last year. And if the year is on track to achieve growth projections.
A non-profit wants to track its goals for fund-raising and grant applications. And assess if resources can be allocated as planned for this year's programs.
I am Sulo Musyaju. These are some of the ways I help owners, entrepreneurs, founders and directors.
Sound familiar?
Even though "keeping the books" is on the "to-do list," other pressing matters often push it to the end. A small business juggles hundreds of competing demands every day. Log expenses into a spreadsheet? You'll get to it tomorrow. Until you realize your appointment with the accountant is the day after tomorrow.
A non-profit is focused on assigning staff and volunteers to work with constituents, and may not think about filing the 990 until an administrator realizes it's due next week.
"Wouldn't it be great to have a system that is consistently easy to update and maintain? And have the numbers paint a picture that shows current and long-term financial scenarios?"
Where to start? Start with me.
My starting point is QuickBooks. I establish the chart of accounts and tailor it for the structure of your organization. You will have a clear vision of:
Profit & Loss
Showing earnings and expenditures
Balance Sheet
Showing financial position and assets
Cash Flow
Showing what is available to spend
Then, you will be at your starting point, with the ability to integrate the components of your financial management system, adjust accordingly, and be self-sufficient.
Resources
Assess Your Need
For an initial assessment of your needs in financial management and potential ways to develop further your internal capabilities.
Take the Survey →Project Overview Template
A business tool series template to help you plan and present your project.
Download Template →Executive Summary
A guide to writing an effective executive summary for your business.
Download Guide →Ready to get started?
For an initial assessment of your needs in financial management and potential ways to develop further your internal capabilities, an online survey is available in our resource section. I would also welcome you to contact me for a free initial consultation to evaluate your need and how I might be able to help you.