Managing Behind the Scenes

Being a small business owner can be overwhelming - trying to do it all and not enough time or support. Your business is growing and you can't seem to keep up with everything.

You want help, but don't know where to start. Custom House makes it easy to decide on priorities and customize a plan that works for you.

How we work with you.....

Discovery:

• Get to know your business
• What are you doing now / how are you doing it
• What are your needs

Recommendations:

• Tailor a plan to your way of doing things
• Suggestions to streamline processes or accessing and utilizing information

Engagement:

• Determine scope of work; schedule; how we will work together; what services and reports
  • Ongoing services: (hands-on/do the work or oversee)
    • Weekly, monthly or quarterly processing, review and reporting
    • Executive dashboard review-understanding the numbers
    • Year-end prep for accountant and tax preparation
  • Projects: (oversee, project manage or do the work)
    • New system set-up 
    • Clean-up general ledger / bookkeeping
    • Back work -  post information up to date
    • Year-end organization and prep
    • Systems and processes analysis
    • Training / coaching / employee engagement

Evaluate:

• Assess progress and evaluate needs and next steps

Our goal is to understand your business and your way of doing things. We listen to what is working and not working, your unique needs, and help you establish priorities. We customize a plan that works best for you.

Let us help you make smarter decisions and better understand how your business is doing. Contact us today to get started.