We Can Make Your QuickBooks Drive Enterprise Value. Here’s How.
Most businesses use QuickBooks primarily to record what has already happened.
That's essential. But for a CEO or founder, accurate historical accounting should be the foundation of the financial system—not the limit of what it can do.
Properly structured and used, your QuickBooks environment can help you understand what's happening now, identify where you're making and losing money, anticipate cash needs, model important decisions, automate financial processes, and see problems and opportunities before they appear in month-end financial statements.
FPG-USA can help you put those capabilities to work.
You don't need to diagnose the problem, master the Intuit platform, or figure out which financial tools you need.
Bring us the problem or objective. We can assess what you have, fix what needs fixing, build what you need, and help you put it to work.
First, Make Sure the Numbers Are Right
Before you can predict the future, you need to be able to trust the past.
A polished P&L doesn't necessarily mean the accounting underneath it is correct. Reconciliations, receivables, payables, loans, payroll liabilities, balance-sheet accounts, owner transactions, or revenue and expense classifications can all contain problems that distort management's view of the business.
If the underlying information is unreliable, dashboards, KPIs, forecasts and AI simply process unreliable information faster.
That's why FPG-USA can begin at the bookkeeping desk when necessary.
Seven of our 11 core project-based services focus on QuickBooks assessment and cleanup, catch-up bookkeeping, accounting and financial reporting.
That means you don't have to pay higher CFO advisory rates to solve bookkeeping and accounting problems.
Once the numbers can be trusted, we move upstream.
Turn Accounting into Financial Intelligence
Our CFO advisory and executive financial services focus on what leadership actually needs to know:
Where are we really making money?
Why is cash getting tighter while revenue is growing?
Which customers, jobs, products, services, locations or business units are producing our best returns?
Are margins improving or deteriorating? Why?
How much working capital will our growth require?
Can we afford the people, equipment or expansion we're considering?
What happens if sales, margins, costs or collections don't behave as planned?
FPG-USA can structure your accounting and management reporting around the dimensions that matter to your business and turn historical financial data into information you can actually manage from.
See What's Coming
Last month's P&L tells you what already happened.
We can build rolling forecasts, 13-week cash-flow projections and scenario models around your business so you can evaluate important decisions before committing the money.
What happens if you hire five people?
Open another location?
Purchase equipment?
Borrow additional capital?
Increase prices?
Lose a major customer?
Grow 20%?
The objective isn't to predict the future perfectly. It's to understand the financial consequences of different futures before you choose one.
Automate What Shouldn't Require Your People
Your accounting system shouldn't require people to repeatedly enter, transfer and manipulate information that technology can appropriately handle.
FPG-USA can evaluate your financial workflow and help implement appropriate Intuit automation, AI capabilities and integrations involving banking, payments, payroll, expenses, invoicing, collections, e-commerce, reporting and other systems.
The objective isn't AI for AI's sake.
It's to eliminate unnecessary work, improve the quality and timeliness of financial information, and let your people concentrate on work that requires human judgment.
Use the Right Platform—Not Necessarily the Biggest One
Growing companies are frequently told they've “outgrown QuickBooks.”
Sometimes they have. Sometimes they haven't.
You don't need to become a QuickBooks, Intuit or ERP expert to figure that out. That's our job.
FPG-USA can determine whether your business needs a better-designed QBO environment, QuickBooks Online Advanced, Intuit Enterprise Suite, additional integrations, or broader financial and ERP capabilities.
For multi-entity businesses, we can also help develop the consolidated financial visibility management needs to understand how the entire enterprise is performing—not merely each company separately.
The goal isn't more technology.
It's the right technology producing the right information for management.
From the Bookkeeping Desk to the Boardroom™
The progression is straightforward:
Get the books right.
Turn the numbers into useful financial intelligence.
Automate appropriate processes.
Understand where you're making and consuming money.
Look forward with forecasts and scenarios.
Use that information to make better decisions and build enterprise value.
FPG-USA combines QuickBooks assessment and cleanup, accounting and financial reporting, Intuit platform capabilities, and CFO advisory and financial problem-solving in one deliberately small practice.
You don't have to decide which service you need before contacting us.
Bring us the problem, the question, or the objective. We'll help determine what's wrong, what you already have, what you need—and how to put it to work.
Trying to fix something, build something, or take your business further? Perhaps I can help.
Richard Kahn
FPG-USA
From the Bookkeeping Desk to the Boardroom™
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