Dan Lutchansky CPA
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"Learn to manage yourself by making a connection between actions and results. That connection is made by understanding the numbers of your business."

Dan Lutchansky, Author
Getting in Business to Stay

Small Business Live Events and Workshops


Ask Me How

How do we make it simple?

We install a system using the power of the internet to provide you accurate and timely financial information. The system is designed to limit the amount of time you devote to accounting.

After all, you should spend your time doing what makes you the most money. You certainly didn’t go into business to become an accountant. That’s our job.

What is the process?

First, we get you up to date as soon and as painlessly as possible. We determine the most cost efficient methods to input your source documents into accounting software, most likely QuickBooks.

Next, we develop policies and procedures to streamline your accounting system going forward. We become your virtual accounting department. Our goal is to increase the overall efficiency of your business operations.

Does it make a difference?

You bet it does. We take a big load off your shoulders by making sure your records are up to date. Not only does it satisfy the requirements of the IRS, it also provides you the information to make the connection between actions and results. This makes all the difference in your quest to grow your business.

Is that all?

No, there is more. We go one giant step further. As an option, we function as your CFO (Chief Financial Officer). This can include a monthly online meeting to review the Financials and a Dashboard of the Key Numbers that drive your results. Try this option for free during the first three months.

The success of your business depends on adjustments you make based on real numbers. It is like being on a diet. You weigh yourself after a time to see if you lost weight. If you didn’t lose enough, you try something new such as eating less or exercising more.

Making sense of your business results is not as simple as stepping on a scale. It is about reading and understanding the financials. The numbers of your business will talk to you each month during your online meeting. Use that information to set targets. Make decisions to keep doing what is working and adopt new strategies to improve what is not. We are here to help you translate those numbers into action.

How soon can we get started?

If you haven’t already, we suggest you spend a few moments getting to know us better by browsing our website. Reach your own conclusions whether or not what others say about us is true. Know this: Above all else, we care about our clients and their results.

Let’s get started by meeting for a complimentary consultation. We will answer your questions and discuss how we make it simple, keep it affordable and provide you the information to grow your business. We can be reached at (408) 378-9500 or by completing the form at Contact Us.

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