Financial Processes

Maintain your new financial health by building critical processes and systems.

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Your reCirculation of business process flow got you here

Your continuous actions of selling, managing, and spending produced the financial results you see today. Repeated actions are processes.

Fiscal therapy is here to assess your financial processes and mend or insert new ones to get your money-circulating-system flowing uninhibited.

No process is still a process

A repeatedly strained process will eventually leave you or your staff frustrated and in pain. All processes are designed - or neglected - to get the results they get.

Fiscal Therapy is here to teach you and your staff what better process feels like and provide the support and follow-through to keep you swinging. The continued use of any new process is hard which is why we stick with you to train everyone up.

BETTER processes help treat problems associated with systemic financial issues

Why we equate our financial processes with pain prevention.

If your business was a living being, the processes supporting its financial functions are your motor skills and reflexes. When your body is healthy and rested you can react must faster when something surprising comes your way. When they're weak and tired you're more likely to injure yourself and forget a supplier payment. Fiscal Therapy keeps your skills sharp and reflexes ready so you never miss a beat.

Define AR/AP process

Define the accounts receivable and payable processes and automate where possible.

  • Automate credit card connections
  • Automate bank transactions
  • Build out simple, repeatable ways for you and employees to submit receipts digitally
Define month-end process

Define your month-end and quarter-end closing.

  • Set the due date for completing transaction entry
  • Create tailored financial reports
  • Sit down with you to educate and review
Create your cash plan

Let's understand your monthly expenses and start planning them from your current chequing account balance.

  • Set up YouNeedABudget software
  • Connect accounts & create expense categories
  • Provide 5 weeks of coaching
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We do bookeeping for accountants who don't

Are you an accountant with clients plagued by disorganized bookkeeping?

Get the Fiscal Therapy you need to improve your own wellbeing.

As a bookkeeping company that doesn't work on tax filing or payroll management, we're a great resource for accountants who need consistent and reliable bookkeeping to make working for their own clients much less stressful.

Ready to get help?

Free consultation

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