During the assessment phase, we will look under the hood of your current accounting processes and make an assessment in the following areas:

• Office Processes – We ask questions about how work is generated, dispatched and recorded. This is the heart and soul of any business and without smooth procedures, growth will never be sustainable.
• Accounting and Bookkeeping Procedures -– Here we review your chart of accounts, which is the backbone of your reporting system. A well-designed chart of ac- counts enables you to generate consistent reports allowing you to benchmark and determine areas of improvement. Next, we will introduce you to our approach toward accounting:
• Revenues – What we look for is not only dollars but quality of Revenues. Obviously, they need to be high enough to sustain a profit, but they also must recur or lead to recurring revenue. The three sources of revenue we look for are:

1. New Sales
2. Route Work
3. Annual Service Agreements Expenses

Cost containment should always be a priority in any business – a lawn care business is no different. Sometimes it isn’t always easy to isolate which areas need work. In this phase we break down expenses into three departments:

1. Direct Costs
2. Selling and Advertising
3. General and Administrative

Once costs are organized we are able to report on the reasonableness of these costs as compared to revenues using our in-depth industry experience and from working with other successful members of the industry who are already doing what you want to in terms of growth and profitability.

As the final step of our assessment, we will make recommendations for Improvement and tell you exactly what we will do to help you succeed by providing you with an engagement letter to help you on board our services.

This phase includes the initial set up and implementation of our agreed upon procedures. Using the knowledge and insight gained from the Assessment Phase, we will work collaboratively with you to set up your systems so that you can transform your business into a tightly operated profit generating machine.

We will show you what to measure, how to measure it, and how to interpret the results in such a way that you can operate your lawn care business with new found visibility and focused intention.   We help you set up your accounting system using operational software and we blend it with a general ledger system.

The two systems will be configured and mapped in such a way that it enables us to “marry” the systems, keeping them synchronized and enabling informed business decisions based on accurate and timely information. When this phase is complete, we will have everything set up for ongoing accounting and creation of the valuable reports that we will provide to you on a monthly schedule.

At this point, your lawn care company’s technology systems and business processes are configured in such a way as to support your business’ growth initiatives. Based on the findings of the Assessment Phase and your set up, we will regularly perform a monthly set of business and accounting services customized to your business needs.Our regular service offerings include:

Monthly Closeout Service, synchronizing your CRM system with your General Ledger so that you can make accurately informed business decisions

• Preparation of Sales and Income Tax Return filings
• General Ledger maintenance, including monthly entries
• Outsourced Accounts Payable management
• Outsourced CFO services
• Management of labor costs
• Strategic Pricing services for profit
• Management and measurement of advertising campaigns
• Route Management
• Development and execution of compensation programs
• CRM, Accounting, and Sales software consulting

Additionally, we will show you how to leverage computer technology to facilitate growth in your lawn care company. Utilizing today’s most advanced customer relationship management and accounting software packages powered by the Internet, we will provide you with monthly reports that will prove to be critical to your company’s ability to make decisions and sustain growth.