The program includes cloud-based access and integrated financial tools – online business bank account, bookkeeping software that is intuitive and easy to use, secure document storage (Never lose a receipt again!), and a B2B payment system.
Along with access to these tools, business owners will receive assistance with the initial onboarding process and guidance in the structuring of accounts. Two hours of personal, one-on-one training on program operations and an additional (4) 15-minute problem-solving sessions during the initial 30 days of operation. Additionally, participants will have 24/7 access to online training and instructional videos for the programs.
Once the program is customized and operational for each business, clients will have quarterly reviews and additional training to ensure their books are staying on the right track.
Christanne, who is a certified accountant and wealth manager, comments, “The nature of owning a business is to grow and reach your goals. Bookkeeping is one of the building blocks for reaching those goals, we understand that in the beginning of a start-up/small business, budgets often rule out hiring a full-time bookkeeper or accountant. Our program aims to bridge the gap between need and affordability.”
Starting your record-keeping off on the right track makes things easier to manage day to day and less complicated when you are ready to transfer your books to a professional full time.
For more information, contact them by email at info@yourwrightresource.com or make an appointment today using this link.
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