GROWTH & ADVISORY SERVICES

GOAL SETTING AND KPI BUILDING

EVERY AREA OF LIFE CAN BENEFIT FROM SETTING ATTAINABLE GOALS.

That includes your business. You should create actionable objectives for your company to aim for so that you can define success and challenge yourself to reach it.

Setting goals and building key performance indicators (KPIs) is essential for any small business to thrive. Stratlign has helped many clients clarify their business goals, setting them up to succeed in their industry. Our team can help you understand your dreams and how to achieve them.

DEFINING YOUR KEY PERFORMANCES INDICATORS (KPIS)

Figuring out your KPIs can be difficult, especially if you haven’t done it before. Measuring the success of your business is more than just seeing how much money came in versus how much money went out. 

Stratlign is here to help. We can go over your current financials and discuss your dream scenario. Then, we can help you build goals that will help you get to where you’ve always wanted to be.

SOME EXAMPLES OF

SOME EXAMPLES OF KEY PERFORMANCE

KEY PERFORMANCE

INDICATORS INCLUDE

  • Profit
  • Working capital
  • Planned hours vs. actual
  • Cash flow
  • Accounts payable and receivable turnover
  • Percentage of labor downtime
  • Cost variance
  • Quick ratio

SET SHORT-TERM AND LONG-TERM GOALS

Creating goals and KPIs for your business can put you in an excellent position for growing your company. It’s essential to set both short and long-term goals.

While most business owners would love to have a much larger facility and a considerable market presence in ten years, creating smart, obtainable goals for this year and this month is the best way to get there. Thinking about how to get a bit better in the near future can make a massive difference down the line.

Maybe you don’t want a giant facility in a decade, and that’s okay! Knowing where you want to be in the long term will help establish financial objectives for the future.

BE READY TO MAKE CHANGES

Every business owner knows that things can change quickly. Between losing ground in the market, losing employees, or ending up with a sudden bill, you need to be able to pivot. The same goes for pivoting on your KPIs and business goals. 

Stratlign can help you reevaluate your goals as time goes on. If problems arise, it’s wise to change your plans to reflect the situation. If you reach a goal early, and continue to hit your goals regularly, it may be a great time to raise the bar.

MAKE SURE THAT EVERY ACTION YOU TAKE DAILY DRIVES YOUR BUSINESS FURTHER AHEAD.

Defining and tracking key performance indicators is a great way to stay on top of your business goals. Call us today to discuss your goals and start working toward reaching them.

FINANCIAL PLANNING AND BUDGET BUILDING

WE’VE ALL HEARD THAT BEFORE, AND IT’S TRUE.

If you don’t make a financial plan or budget for your business, you could run into trouble. It’s essential to create and implement strategies that suit your company, and we can help you put it together.

With our financial planning consulting services, our accountants have helped countless businesses in every industry create financial plans and budgets that suit their needs and goals. Our team knows how to crunch the numbers, establish reasonable goals, and set you up for financial success for years to come.

A PERSONAL TOUCH WITH YOUR ACCOUNTING

Sometimes you need help ASAP. It’s essential to have an ally by your side when you’re running into budgeting and financial problems. If it ever comes to that, we’ll be here, ready to help.

When you work with us, you’ll have access to an accountant who can answer any questions. If you suddenly find yourself with new expenses or feel that you need to change your company’s financial goals, we’re here to talk with you about it.

We understand your business and your concerns because we work closely with you through every step of financial planning and budgeting.

PLAN FOR THE

PLAN FOR THE

IMMEDIATE

FUTURE

Financial planning and budgeting can be big tasks, and we’ll help you out, so you don’t have to worry about a thing. Our team can prepare your business to thrive in the coming years. The accountants at Strātlign want your business to succeed and will go above and beyond to ensure your success. Our team can:

  • Organize your current finances into one easy-to-access system
  • Go over your business goals and set new ones that fit your company
  • Help you consider future expenses and income that may come down the line
  • Calculate average income and expenses, so you know what to expect every month
  • Create a roadmap that will guide your business into the future

PLAN FOR THE LONG TERM

It’s good to plan for today, but you also have to think about years down the line when setting goals and budgets for your business.

A Stratlign accountant can help you answer these questions and more! With our financial planning consulting services, Stratlign can analyze your current situation, provide insight into maximizing your assets, and help you pay down your debts. We can also help you consider your tax filings, insurance, investments, and other financials that can significantly impact your business in the long run.

WE’LL HELP YOU CREATE A PLAN AND TWEAK IT WHEN NEEDED

We all know that life can throw us a curveball from time to time.

Sometimes a great budget can run into unexpected issues, like a significant bill. We get it, and our work doesn’t end once we create a budget with you. We can review your budget continually to help you see where you’re succeeding and where you may need tweaks. Then, our team can assist in adjusting your goals to match your new situation.

WORK WITH A PROFESSIONAL ACCOUNTANT WHO TRULY UNDERSTANDS YOU AND YOUR BUSINESS.

Call us today to schedule a consultation for financial planning and budget building.

ENTITY SELECTION

THERE ARE A FEW DIFFERENT TYPES OF BUSINESS ENTITIES, EACH WITH BENEFITS AND DISADVANTAGES. THE MOST COMMON TYPES OF BUSINESS ENTITIES ARE:

DEPENDING ON THE TYPE OF BUSINESS YOU RUN, YOU MAY BENEFIT FROM CHOOSING ONE OF THESE ENTITIES OVER ANOTHER.

Thanks to tax rates, operating locations, and many other factors, you may need to register your business as one specific entity type.

Level Accounting can clear it all up for you. We can discuss the details of your business, get a clear picture of what you do, and determine the best business entity for your needs. We’re here to make sure that you operate and in the most beneficial way possible.

LEAVE THE PAPERWORK TO US

Nobody got into the small business game just to do paperwork all day. You want to be on the front lines doing what you love. Leave the business entity paperwork to us.

Level Accounting can handle election setups, registering with state agencies and all setup related to S-Corps. We’ll file it all for you and ensure that the Ts are crossed and the Is are dotted. That way, you can get back to doing the work you enjoy.

WHAT IF YOU NEED

WHAT IF YOU NEED TO CHANGE YOUR

TO CHANGE YOUR

BUSINESS ENTITY

We can help with that, too! We know that businesses change course from time to time, and that’s okay. Our team can evaluate your business and guide you to the most beneficial tax entity selection. A few reasons you may need to change your business entity include:

  • Moving to a new location
  • Selling a different type of product or service
  • Growing into a larger business
  • Saving money on taxes and legal fees
  • Protecting assets

PROTECT YOURSELF, YOUR ASSETS, AND MINIMIZE THE AMOUNT OF TAX YOU PAY. CONTACT LEVEL ACCOUNTING TODAY TO ESTABLISH YOUR BUSINESS ENTITY THE RIGHT WAY.

FORECASTING

EVERYONE WANTS TO PREDICT THE FUTURE — ESPECIALLY SMALL BUSINESS OWNERS.

Where will your business be in a few years? How much income can we expect? Unfortunately, it’s impossible to actually know what the future will bring. But with business forecasting, you can take available data and begin to predict what may be coming. Forecasting can give you the knowledge to make changes or stay the course in every area of your business.

Our analysts know what to look for. From previous sales to marketplace changes, we can look over your information to give you a clearer picture of what to expect.

LOOK THROUGH THE WINDSHIELD INSTEAD OF THE REARVIEW MIRROR

You can figure out where you’re going when you know where you’ve been. Level Accounting can help you analyze your company’s past and gain insight into the future. Our team will analyze a variety of business factors, including:

LOOK AT YOUR INDUSTRY

Change is the only constant, no matter what industry you’re in. It can be tempting to ignore these changes and keep running your business as you always have, but it’s not a good idea. We’ll help identify and analyze industry changes, such as:

When you understand how your industry is shifting, you can prepare for those changes. The more you can analyze, the better your chances of success.

LOOK AT SPECIFIC SCENARIOS

Changes within your business can significantly impact your income, expenses, and success. It’s vital to consider what will happen if you make a big move. Level Accounting can help you forecast the effects of a variety of scenarios, including:

ALL OF THESE FACTORS AND MORE CAN INFLUENCE WHAT COMES NEXT FOR YOUR BUSINESS.

Forecasts build confidence. Looking at various data can help inform your decisions as a business owner. It can also help you instill confidence in potential customers and investors. People want to be confident that they’re getting good products and services. Investors want to know that they are investing in successful companies. Your business can shine through above and beyond the competition with optimistic forecasts.

Every business is different, and we know that. Trust a team of expert analysts to help you forecast the future, basing their work on your business.

INDUSTRY BENCHMARKING

EVERY BUSINESS HAS TO COMPETE IN ONE WAY OR ANOTHER.

There’s no business out there that doesn’t have some kind of competition. How do you compete when you don’t have the correct data and information about your competitors? How do you get ahead? You need a team of experts who can research and analyze the competition with you. Stratlign has the tools and expertise necessary to obtain critical information to give you insight into the competition, how they function, and where they fail.

With our help, you’ll know what you’re up against and be able to make business decisions that benefit your company in the long run.

IDENTIFY WHERE YOU CAN IMPROVE YOUR BUSINESS

There’s no sense in spending money in areas that won’t benefit your business. Sometimes, a competitor has a lock on a particular market segment, and it would be too tough to challenge them.

Stratlign’s industry benchmarking can help you identify where you should spend and where you should pull back. Our dedicated analysts will work with you to identify areas where your money is most likely to help you succeed.

MAKE STRATEGIC

MAKE STRATEGIC

CHANGES TO

YOUR BUSINESS

Industry benchmarking is all about informing your next business move. With the correct information and analysis, you can make informed decisions about your business’s future. Stratlign can help you answer questions like:

  • Is now a good time for our next product launch?
  • How can we outdo the competition in terms of customer service?
  • Where are our competitors failing to provide value?
  • Should we change our offerings to fill a gap in the market?
  • Are there prospects out there who are not being courted by the competition?
  • Where should we open a second location of our business?
  • Should we stop offering a particular product or service?
  • Should we spend more money on marketing? Product development? Other areas?

WHEN YOU HAVE THE CORRECT INFORMATION, YOU CAN MAKE DECISIONS FOR YOUR BUSINESS TO IMPROVE YOUR BOTTOM LINE AND HELP YOU GROW INTO THE FUTURE.

Don’t guess what the competition is doing — know what they are doing. We can get the detailed insight you need to make your business more competitive. Contact us today to discuss your need for industry benchmarking services. We’re going to help you win!

FINANCIAL REPORTING

IT’S HARD TO MAKE GOOD DECISIONS ABOUT YOUR BUSINESS WHEN YOU DON’T KNOW WHERE YOU STAND FINANCIALLY.

We’ll keep you in the know about your business’s bottom line with our financial services and specialized reports.

We’ll show you your company’s profits (or lack thereof) using a clear, easy-to-understand reporting dashboard, so there will never be any surprises.

MEASURE

PLAN FOR THE

WHAT

MATTERS

  • KPIs: Find out the best ways to measure success for your specific business and back up your numbers with meaning! Profitability Visualize your business’s success by analyzing breakeven points and margins
  • Profitability: Visualize your business’s success by analyzing breakeven points and margins of safety.
  • Cash Flow: See all the ins and outs of your money’s movement across all company departments.
  • Goalseek: Discover potential business goals by calculating “What-if” financial scenarios when running your current numbers.
  • Divisional Analysis No matter how many internal departments you might have, we’ll help you keep track and visualize your company’s financials to measure profitability further.

FORGET BORING SPREADSHEETS

We understand that numbers can be boring, so our team is here to spice things up. With us, you’ll have insights into your company’s performance. Our reporting showcases your business’s numbers to make them clear, straightforward, and informative.

FREE RESOURCE

Your Guide to Set Up Subcontractors the Right Way

Are you having trouble collecting information from your subcontractors? Download our “Subcontractor Checklist Packet” to know what you need from them for 1099’s, workman’s comp, and liability audits. We’ve even included a contract for reduced liability!

Justice Bragg

Business Development Specialist, Florida

At work, Justice is passionate about helping the team make decisions and connections that propel the business forward. He prioritizes client satisfaction by serving as a medium to facilitate communication to the proper channels making sure every issue is properly addressed.

Outside of work, Justice enjoys exercising by going to the gym and playing pickleball with his friends. He is a self-proclaimed foodie who can’t say no to trying a new restaurant, sometimes even immediately regretting it.

Zachary Williams

Staff Accountant, Florida

At Level Accounting, Zach is responsible for bookkeeping & payroll. He is dedicated to ensuring financial success for our clients.

Beyond the office walls, Zach’s weekends are filled with adventure, whether he’s exploring Florida’s hidden gems with his wife or battling it out in tournaments. When it’s time to unwind, you’ll find him at the movies or casting his line out for a relaxing fishing session.

Melanie Jerome, MBA

SENIOR STAFF ACCOUNTANT, FLORIDA

Meet Melanie J, one of our senior staff accountants! Melanie ensures your financial health with precision and expertise. Beyond the office, she’s a true crime enthusiast who loves traveling and outdoor adventures. Whether she’s balancing books or exploring new trails, MJ’s dedication and skill set the standard for excellence in our team.

Seren Lunsford, MBA

STAFF ACCOUNTANT, INDIANA, QUICKBOOKS ONLINE PRO-ADVISOR

Meet Seren, one of our dedicated staff accountants here at level accounting! She is responsible for bookkeeping & payroll. Outside of the office, you can find her on the sidelines of a soccer pitch, karting track, or baseball diamond, cheering on her two active boys. Seren is also a proud owner of two gentle giants, her beloved Great Danes. In her downtime, she channels her creativity into baking and decorating sugar cookies, always eager to experiment with new baked goods ideas and recipes. With her expertise in accounting and her passion for family, pets, and baking, Seren brings a unique blend of professionalism and warmth to our team.

Ivette Rivera

EXECUTIVE ASSISTANT, FLORIDA

Ivette Rivera is our Executive Assistant at Level Accounting, juggling schedules and keeping things running smooth.

When she’s not crushing it at work, Ivette is an avid participant in her church community. As a mom, she’s all about those quality moments, whether it’s baking up a storm, hitting the water for some kayaking fun, or just chilling with a good book or binge-worthy show. And let’s not forget her partners in crime at home: Harley Quinn, the fridge-raiding pit bull, and Atlas, the cat who rules the roost. Ivette’s all about that balance between work hustle and personal bliss.