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Hand over the books to Shift Financial. Stop having night sweats.
If you’re desperate for good business accounting, contact Shift Financial. We can start immediately. Like tomorrow.
Our Controller and Bookkeeper are exactly what we need to help keep our books in order! They rock their jobs every day. Great communication, just enough push and always helpful when things get confusing.
Kim Daigle
Black Tie Property Services
How It Works
1. Discovery
We meet first. It’s important that you like us and we like you and both parties are 100% confident that Shift Financial Insights is gonna crush it for you.
2. Sign up for a flat monthly fee
No surprise extras.
3. Kick-Off
We set up (or transition) to cloud-based accounting tools and upload your history.
4. Let us review
We dive deep into your books — organize them, question them, analyze them, all of it. Then we help you streamline your processes.
5. Get a tune up
We’ll finesse your processes by implementing best practices. There’s a small learning curve and we’ll hold your hand through the setup. And reaching your business financial goals.
6. Receive monthly reports
Everything you need to know spelled out clearly in English so you can make sound business decisions moving forward.
To learn more about working with Shift Financial, contact us.
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