"Not sure if we will have enough money."
"Are we profitable?”
“Not sure what the future looks like as we grow.”
Through planning together, they now have funds for upcoming expenses and for growing the company.
Through knowing their margins per service, they now know where to allocate their resources.
Through financial projections, they now know when they are most likely to hit financial markers. This helps plan things like: when the owner can get out of the day-to-day, what potential bonuses for employees might look like, when they can add team members, when they can invest in new equipment, and so much more!
“The CFO duties lands in one of our partners laps."
“Balls get dropped no matter what we put into place.”
“We are always wondering what we are missing.”
“Wondering if we are billing enough hours per employee”
“We have an idea of what we want to do, but do not know how to get there.”
Gave the partners some of their time back.
Vendors now get paid on time.
Now know the full weight of the expenses on a client/project.
Now know an employee is covering their hours for the salary they are receiving.
Through goal planning, they now know what growth looks like for their company.
“We need to do our taxes.”
“We have not worked on our books in over a year.”
“We don’t have hours and hours to sort everything out.”
JoyBooks cleaned everything up and their books are ready for the tax preparer.
Through JoyBooks help, they are now stress free an no longer behind.
They provided JoyBooks documentation for accounts and answered a few questions. They never had to spend time in the books.
“We never heard from our past bookkeeper.”
“Our past bookkeeper sent so many reports that it bogged us down”
“We were receiving report months after the close of the month”
Now they have a monthly check in with JoyBooks so that they know what’s going on.
Through talking about their needs JoyBooks cut their reports in half. Now they have concise items to look at each month, tailored to what’s important for them.
Through JoyBooks promptness, they are able to make informed decisions on relevant data.