Welcome to SteadyBooks
We're here to be your wingman in the world of small business. Running a small business can feel like a wild ride. We help steady that ride.
Our services won't drain your wallet - they're designed with small businesses like yours in mind.
With more than 20 years of experience in crunching numbers, running small businesses, and keeping books steady, we're here to help your business not just survive, but thrive.
Frequently Asked Questions
What do Financial Analyst do for large companies?
Large companies depend on senior financial analysts for smart financial choices and strong strategies. These experts examine financial information, spot trends, and offer guidance for the company's directions, goals, and health. They use their skills in analyzing, forecasting, and assessing risks to help companies improve financial results, find opportunities for growth, and account for potential problems. Their deep knowledge of business and financial analysis can provide well-informed information and advice leading to a company’s lasting success and stability.
What can our work do for your small business?
Small business owners can greatly benefit from the expertise of a financial analyst. With their guidance, you can gain a deeper understanding of your company's financial health, identify avenues for growth, and effectively plan and measure success. By leveraging their skills in evaluating financial data, budget planning, and risk assessment, financial analysts empower small businesses to make informed decisions, optimize resource allocation, and navigate challenges with confidence. With their support, you can streamline financial management, increase profitability, and lay a solid foundation for sustained growth.
What are some examples of the work we do?
Revenue Analysis: Our comprehensive revenue analysis delves into your sales and revenue figures relative to your industry benchmarks and local demographics, pinpointing areas of strength and opportunities for improvement. We identify high-performing revenue streams and offer data-driven insights to optimize your sales strategies.
Net Margin/Cost Analysis: Understanding your net margin relative to industry standards is vital. Our analysis not only benchmarks your net margin but also provides actionable recommendations to enhance cost efficiency and improve profitability.
Financial Forecasting: Gain insights into the future with our financial forecasting services. We assess industry trends, local market dynamics, and the potential impact of your strategies on your financial performance over the next three years, empowering you to make informed decisions for sustainable growth.
Budgeting: Our budgeting services provide a roadmap for your financial decision-making process. By helping you allocate resources efficiently, control spending, and ensure your business operates within its means, we pave the way for long-term financial stability and success.
Accounting Support and Help: Whether you need assistance setting up or managing your accounting and bookkeeping processes, we offer tailored solutions to meet your needs, ensuring accuracy, compliance, and efficiency in your financial operations.
Business Evaluation for Sale: Thinking of selling your business? Let us evaluate your business and provide strategic recommendations to maximize its value on the market and help you sell your small business.
Start up company help: Putting business plan details together and the type of analysis lenders look for in your business plan.
Revenue / Sales Analysis
Evaluate your business performance against industry benchmarks.
Assess your product and service offerings compared to successful industry standards.
Optimize revenue mix for profitability (e.g., online / store / service area sales).
Identify your market size and potential customer base.
Customer Analysis
Strategies to find new customers and retain existing ones.
Improve customer service effectiveness.
Understand customer demographics for targeted marketing.
Expenses / Cost Goods and Services
Compare your business expenses with industry norms.
Identify and reduce unnecessary costs.
Monitor trends affecting your main expenses.
Financial Planning, Forecasting & Budgets
Develop budgets and financial forecasts (1-5 years).
Access business loans and secure external funding.
Measure success metrics for financial goals.
Start up Companies
Assess market potential and competition.
Differentiate your business from competitors.
Identify key industry trends and market gaps
Determine startup costs and funding strategies.
Project revenue streams and expense management.
Set financial goals and success metrics.
Help with Business plans.
Operations and Management
Streamline business processes for efficiency.
Delegate critical tasks effectively.
Manage cash flow and financial operations.
Accounting Services
Accounts Payable, Accounts Receivable, Payroll, Sales Tax Filing
Financial Reports (Balance Sheet, Cash Flow Statement, Profit and Loss)
Pricing
All rates are billed at $75/hour except below.
Accounts Payable, Accounts Receivable, Payroll, Sales Tax Filing $40/hour