Company Owners, Bookkeepers, & Accountants!
Do you regularly find yourself wondering…
- Why you’re not MORE PROFITABLE?
- Why you can’t get job-cost reports that tell you how your projects are doing?
- Why your company financial reports don’t make much sense?
- Why your QuickBooks accounting system isn’t delivering more bang-for-the-buck?
Would You Like To?
- See how the magic of Job-costing can help your company become dramatically more profitable?
- Define the step-by-step path through QuickBooks that will yield your critical job-cost reports?
- Finally(!) see company financial reports that are useful, accurate, and make sense?
- Take full advantage of the extensive management and profitability-enhancement tools hidden within QuickBooks?
Your “Needs Assessment" Provides:
- An insightful, math-based Profit-Booster Analysis – established to help reveal common business profit leaks that may be hiding within your company
- Thought-provoking survey questions – designed to help you clearly define your company's current financial systems, controls, and future goals
- Our "pre-game" scorecard – to test for structural weaknesses that need to be addressed within your current QuickBooks file
- A professional, collaborative meeting - so that we can obtain a deeper level of understanding about your current environment and future business goals.
- A customized blueprint – to select the specific building blocks you (or your team) will use to create your most-desired job-cost and company management reports
What You Get:
Your Needs Assessment includes a 90-minute business advisory conference with Diane Gilson where we will walk through:
- Your Needs Assessment Survey
We discuss the information you provided to ensure that we understand your viewpoints and desired goals.
- Structural Scorecard
We will reveal your Scorecard results and share our insights about your QuickBooks file.
(NOTE: If you are new to QuickBooks, we will discuss your current internal reports.)
- Roadmap Job-Cost Planning Service
We use our Job-Cost Planning tool to help you select and prioritize your next steps forward. We work together to:
- Identify potential actions to implement your job-cost system
- Discuss training and resources to help get you started
- Provide you with a customized Roadmap to continue your job-cost journey
- BONUS: Profit-Booster Calculations
Based on the information you provide, we will have computed, and will reveal, your hidden profit potential.
- Takeaways - You will receive the following (confidential) documentation
- Your updated Needs Assessment Survey including our supplemental Notes
- Your Structural Scorecard and related comments
- Your Roadmap Job-Cost Planning document
- Your Profit-Booster Analyzer results
- At your request, we will also provide a recording of our meeting for future reference
For further information about this customized service package,
please call us at 734-544-7620 (9-5 Eastern, M-F)
Meet the Creator of the “Needs Assessment"
Diane Gilson - QuickBooks Advanced Certified ProAdvisor
In addition to being an award-winning Accountant and QuickBooks Certified ProAdvisor, Diane Gilson has taught, coached, and advised thousands of QuickBooks users in the construction industry.
In this program, Diane combines her 30+ years of accounting experience (including 15 years as a CPA) with her passion for job costing. Helping company owners, accountants and bookkeepers drive more profits through job-costing and better financial management has been the heart and soul of her business for more than 20 years.