Consulting Services

Fractional Accounting Systems Consulting

Helping Rural Businesses Create Better Systems

Most business owners don’t need another software sales pitch or a complicated management program.

They need practical systems that help their business run smoother, save time, and provide better information for making decisions.

That’s where I come in.

I work with small and medium-sized businesses to improve the financial and operational systems they rely on every day. Whether that’s cleaning up a workflow, implementing new software, building custom spreadsheets, documenting procedures, or creating better reporting tools, my goal is simple:

Help your business operate more efficiently so you can spend less time fighting your systems and more time running your business.

Services

Financial Systems & Process Improvement

Creating organized, repeatable processes that improve accuracy and reduce frustration.

·       Financial workflow analysis

·       Accounting process improvement

·       Accounts payable and receivable workflow review

·       Month-end procedures

·       Financial record organization

·       Process mapping

·       Internal control recommendations

Accounting Software & System Support

Helping businesses get more value from the tools they already use.

·       QuickBooks Online setup and optimization

·       Accounting software implementation support

·       Chart of accounts review and cleanup

·       Financial reporting setup

·       Data organization and management

·       User training

·       Accounting system transitions

Custom Spreadsheets & Reporting Tools

Building practical tools that help business owners understand their numbers.

·       Custom Excel spreadsheets

·       Custom Google Sheets systems

·       Cost tracking tools

·       Pricing calculators

·       Budgeting and forecasting tools

·       Inventory tracking systems

·       Management reporting tools

Workflow & Operations Systems

Reducing paperwork, improving communication, and eliminating unnecessary steps.

·       Custom work order systems

·       Job tracking systems

·       Digital forms and data collection

·       Workflow automation

·       Document management systems

·       Process documentation

·       Standard Operating Procedures (SOPs)

·       Staff training and implementation support

Costing & Profitability Analysis

Helping business owners understand where money is being made and where it may be slipping away.

·       Job costing systems

·       Service pricing analysis

·       Cost tracking solutions

·       Labor cost monitoring

·       Project profitability reporting

·       Financial performance reviews

Business Consulting & Advisory Services

Providing practical support for businesses that need better organization, systems, and information.

·       Operational efficiency reviews

·       Workflow consulting

·       Business process improvement

·       Financial organization consulting

·       Management reporting review

·       Growth readiness assessments

·       Ongoing fractional consulting support 

Who I Work With

I work best with businesses that have reached the point where the old way of doing things isn’t working anymore.

Maybe information is being tracked in multiple places. Maybe employees all have their own process. Maybe reporting takes too long. Maybe you’re growing and need systems that can grow with you.

If you’re tired of wasting time on inefficient processes and want practical solutions that fit the way your business actually operates, I’d love to help. 

My Approach

Every business is different, so I don’t believe in one-size-fits-all solutions.

My process starts by learning how your business operates today. From there, I identify bottlenecks, inefficiencies, and opportunities for improvement. Then I work with you to build systems that are practical, sustainable, and easy for your team to use.

Most projects include:

1.       Reviewing current processes

2.       Identifying challenges and opportunities

3.       Designing improved workflows

4.       Building or implementing tools

5.       Training staff

6.       Documenting procedures for long-term success

The goal isn’t to create more work.

The goal is to create systems that make work easier.

Contact Mais Holdings to schedule a consultation and discuss how we can improve the systems that keep your business moving.