Strategic Planning – All In One Accounting
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Strategic Planning

Creating the proper focus for success

Customer

Business Consulting Group

Industry

Professional Services

Opportunity

Our client was doing it all – which means not doing any one thing well. Accounting wasn’t something she wanted to be doing, nor was it something she was really good at. She needed and wanted help so that she could focus on the things that make her happy.

Solution

After going through our proven process with our client, we determined that there was a need for a Controller. Shortly after that, our client decided to have us take over their CFO-level work and asked for operational support and an accounting associate to manage the day to day transactions.

Results

  • Created efficiencies and processes that save time and money.
  • Very happy clients, which means they continue to trust us with additional accounting needs. (We now do one of the owner’s personal accounting because she was so happy with what All In One does for the business!)

Jennifer provides consultative services based on integrity and a commitment to customer service. She is easily accessible, is engaged in our work as an organization, and demonstrates a desire to be a part of our team. Jennifer is able to articulate the financial picture of the organization in a way that all stakeholders can understand. Staff feel comfortable approaching her and know that questions will be answered accurately.