Financial System Design

Systems are the heart of successful businesses that scale. To truly grow a small business, entrepreneurs need to approach everything in their business with the goal of having a scalable, and replicable system. A successful system for every ongoing business process is the secret to small business growth!

Our process is proven (we use it ourselves!) and we can help maximize our QuickBooks Online methodology for your small business, too.

Whether you are new to QuickBooks Online (QBO) or have been using it already, during our on-boarding process, your Dash-Books Fractional CFO reviews your QuickBooks Online software and makes any changes needed to ensure you have access to the information your unique business needs to thrive.

Our expertise with Quick-Books Online allows us to better utilize its advanced functions and enhance it with proven third party tools that take its capabilities to an advanced Level.

With Dash-Books, simply scan or take a picture of paper receipts and invoices, forward emails, or allow us access to needed documents. That’s it. Dash-Books takes care of the rest, so you can focus on getting things done.

When you partner with Dash-Books for your bookkeeping and financial management information needs, during the on-boarding process you get a proven financial management system for creating accurate, useful, and complete business information. Now, you have the power for superior decision making.

Our proven financial management designs are ready to use. Is your small business ready for Dash-Books?

Easy Bookkeeping

Small business owners wear many hats. CEO. CFO. Accountant. Web designer. You’re doing eight different jobs with only enough time to handle one. As entrepreneurs, time our most valuable commodity. We have to manage it wisely Outsourcing your bookkeeping with Dash-Books is easier, safer, more cost effective, and gives you better quality information than traditional bookkeeping routes.

QuickBooks Online (QBO) is powerful software, yet many businesses don’t use it to its full potential, This is where Dash Books has an advantage for our clients over traditional bookkeeping services.

Our proven system for getting value out of QuickBooks Online and other industry-leading software, along with superior financial management system and business knowledge, has allowed our clients new insights and unlocked entire categories of information.

Dash-Books packages include basic revenue recognition through revenue system reports/inhouse invoicing, month-end journal entries, bank and credit card reconciliations, other balance sheet reconciliations as needed, monthly financial statements, coordination with the client’s tax group, and dedicated fractional CFO to answer questions and review/discuss financials as needed.

When you choose Dash-Books for your bookkeeping and business advisory needs, you can be sure you’ll be getting a great value. After all, choosing Dash-Books frees your time and energy, so you can focus on what you do best which is building your dream company. Isn’t that why you became an entrepreneur in the first place?

Fractional CFO

The CFO’s job description can vary greatly depending on the nature of the company, but generally speaking, the Chief Financial Officer (CFO) monitors, maintains, and helps improve the financial health of the company.

As an entrepreneur, you may be accustomed to acting as a full-time CFO, CEO, CIO, Sales team, Research and Development department, and more, all at the same time. A Fractional CFO can help alleviate your workload, and also bring a fresh perspective to your business and strategy.

As an entrepreneur, you want your finger on the pulse of your growing small business. Hiring a Fractional CFO is the perfect solution. You get the benefits of a seasoned pro, without the full-time expense.

Every Dash-Books client is different, with different business needs. So, we customize your Fractional CFO services to your specific business. You get to choose what you want help with most, so you get the most value out of your time spent with your Fractional CFO.

Financial Management Reporting

Business management requires more than great business ideas, it needs superior execution. To execute your plans and adapt when needed, you need to understand what is really happening in your business as soon as possible- and that requires accurate and timely financial reporting.

Financial Management Reporting (a.k.a. Financial reporting) is the backbone of business knowledge for your company. Accurate and timely financial statements help you see trends, opportunities, possible improvements, and successes. Our financial reports are customized for your business, with your specific information needs in mind. They’ll help you and your Dash-Books team manage your business with wisdom and insight.

Is it Time for Outsourced Bookkeeping, Fractional CFO,
and Business Advisory Services?

Not every company is a perfect match for Dash-Books, but we’d love to help if we can. We specialize in assisting entrepreneurs who are planning for high growth.

Not sure if Dash-Books is right for you? Contact us today and we can find out together if we’re a good fit.

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