Completing 3 Years of Work in 4 Months with Outsourced Business Services

At a Glance

This client approached us stressed about their finances and lack of organization. They had dozens of investors and needed to send them detailed reports on a frequent basis. Fox & Partners stepped in and provided a calm and organized presence. Within months we had reconciled thousands of transactions, created clear reports and allowed them to feel a sense of ease while providing investors with what they needed.

Challenges

Client had no bookkeeping and was keeping track of their dozens of properties separately in excel. There was no system, business plan or goal structure. There were no easy to read reports or visuals to help them understand their business. They had dozens of investments and even more investors who all needed detailed reports on their investments.

The Solution

First, we created a server where we could store information and work together. Then, we put an excel together that would be our data hub. We then began reconciling and put together lists that allowed us to build their books. We created systems to make it easy and efficient for us to reconcile the books month by month. We also organized all of their documents in the server creating standardized folders making it easy to find information. Using our “hub” excel we collected all key documents and began to piece together all the parts of the client’s puzzle. Through many conversations we built a business plan and set OKR’s (goals). We then used all of the financial information we compiled to create high-level overhead and investor reports.

Type Of Client:

Real Estate Development Firm

Services Provided:

Bookkeeping
Weekly phone calls
Investor reports
Business planning
Goal setting
Server organization
Profitability reports

Let’s Work Together

With a wide range of knowledge, including finance, marketing and vision building and an ability to bring-in and communicate with various specialists to ensure optimal care, Fox and Partners is uniquely suited to bring to the business world what the medical world has had for decades – a warm first point of contact, a professional with a breadth of knowledge and coordination for all of your business and financial needs.

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