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The Ultimate Showdown (Part 1): Types of Financial Services

This Ultimate Showdown (part 1) video gives you insights into the types of financial services available to you as a company owner.

When you hear the term “ultimate showdown“, it might not (at first) conjure images of the types of financial services needed by construction companies and their owners. That’s why Diane and Mita have teamed up for a totally DIFFERENT (and very positive) “Ultimate Showdown” about the topic.

Note: For the best view of the webinar, select “Full screen” mode (the “X” in the player bar). You can also click the gear icon to change the playback speed…

Click below to get the slide deck for this presentation:
The Ultimate Showdown – Part 1 (PDF format)

Why this matters to you: As a business owner, you face multiple choices regarding the types of financial services you need and who will provide them so you can “run your company by the numbers.” This webinar provides a terrific overview on that topic (plus a free gift to help you think through what kinds of services will be a good fit for your company!)

Key topics include:

Financial Services: Who Does What?

Diane and Mita revealed that the first two steps in getting “where you want to go” with your company’s financial future are to understand what services are available and decide which services your company needs.

Not only that, but Diane and Mita highlighted "WHO does it" (and "WHAT they do") when it comes to financial services, including these roles:

  • Bookkeeper
  • Accountant w/Accounting Degree
  • Controller
  • CFO – Chief Financial Officer
  • Enrolled Agent
  • CPAs (+ Certified Formal Statements)
  • Profit Coach

Your Company's Financial Future

Diane and Mita, (principals of Info Plus and Payless Taxes, LLC) teamed up for this webinar because they are so familiar with business owners' financial perspectives.

They understand that accurate, up-to-date numbers are essential for every business's tax reporting and management decision-making. As accountants, they also realize how important it is for business owners to make wise investments when selecting financial services.

During their discussion, they covered the primary issues that companies face, including “How do we…":

  • Decide what levels of financial service will be best for the company
  • Locate the best financial service providers for what we need
  • Select between in-house and outsourced options

They wrapped up with a link to a helpful and free gift (the Financial Services Checklist) to help you decide what financial services you might (or might not) need.

HERE ARE YOUR NEXT STEPS:

"Fully-Burdened Labor Cost"

I.e., what it costs an employer for an employee to produce work for a specific period of time...

(...usually shown as a "per-hour" rate.)

Labor Burden is an essential element of Job Costs

Click the image above to learn more about our Excel-based tool that will help you learn everything you need to know about your employee costs and billing rates...

Customer Praise For Diane Gilson, Info Plus Accounting, and BuildYourNumbers.com

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From the Intuit FindAProAdvisor website:

"Diane was fantastic to work with. They have extremely helpful as we transitioned into Quickbooks. I can not recommend them enough."

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