You’re passionate about becoming a 7-figure business but you’re not getting timely financial information and the guidance you need to make wise, confident decisions.
OpenBook Finance partners with you, providing professional bookkeeping services to establish your financial foundation.
Then, we leverage our expertise, coaching, and tools to co-create your path to profitability and your guide to growth.
How many of these items are you experiencing?
Bookkeeping Challenges:
You’re spending extra money with your tax preparer because your books are a mess
Your tax preparer refuses to prepare your taxes until/unless you get a bookkeeper
You’re not getting your financial reports in a timely manner to make informed decisions
You’re seeking more guidance to understand your financial reports
Financial Challenges:
You’re not clear on why you’re not profitable yet
You’re trying to grow your business, yet you’re constantly short on cash
You don’t have expert financial guidance so it’s getting costly, painful, and stressful
You’re unsure when it’s financially viable to hire more people or to buy more equipment
Secure Your Financial Foundation
Our partnership starts (and continues) with organized historical and current financial information.
With timely bookkeeping reports, you know where you stand with revenue and other key financial indicators.
This establishes a strong foundation to work from.
Create Your Path to Profit
We explain the financial reports and make recommendations so you embark on your path to profit.
This includes educating you on critical financial concepts and identifying your unique key performance indicators.
This expands your financial knowledge and confidence.
Design Your Guide to Growth
We guide you with more sophisticated financial tools, insights, and coaching.
Together we design your custom growth plan based on your long-term goals.
This sets you up to expand your business at a healthy pace, maintaining strong cash flow and profitability.