vClient Advisory Service

Comprehensive  Program

The virtual client advisory service (vCAS) is our most comprehensive program that focuses on creating tailored strategies to the specific goals and objectives of your business.  Our customized reports provide specific detailed and up-to-date insights into the performance of your business so that you can take informed and timely decisions on how to maximize your profits.

Comprehensive  Program

In addition to more frequent and customized reporting, you also establish a partnership with an experienced strategist who can act as an active coach in your company. This individual would work closely with you and your management team to develop a long-term vision for success and organizational efficiency. Your vCAS Coach can then help implement successful tactics and strategies designed around the parameters of this vision, giving you all the necessary tools for driving profitable results in both the short-term and long-term.

vClient Advisory Service

Finally, this comprehensive program includes regular check-ins for tracking progress, making sure that goals are being met, discussing any challenges encountered along the way, and coming up with new strategies as needed. This regular engagement will ensure that all team members stay aligned on what is needed to achieve success.

Bookkeeping Essentials

Daily Transaction Coding

Using a software app called, we process all submitted receipts which track bills, expenses and cash transactions to ensure that a company has accurate information about their financials.  Having the source document tied to each transaction and readily available when needed make it easier to plan profitable strategies that will keep their business running smoothly long term.

Bank Feeds

Processing all transactions in connected bank feeds is essential for the financial health of a business. By streaming data in real time directly from a company’s bank accounts, businesses gain instant, up-to-date access to accurate information on their financial condition and can make informed decisions that are based on actual numbers. This streamlining of activities means quicker processing times and faster reconciliation, reducing errors and administrative costs.

Accounts Receivable Management

Collecting on products/services provided to your clients is essential to the overall health of a business.  We assist with creating invoices, applying payments, sending monthly statements, and emailing collection reminders in order to maximize cash flow.  Mailing physical invoices or statements is an additional $1.50 per document.

Accounts Payable Management

Accounts payable management involves the processes used to process and pay bills and manage cash flow. It is critical for any business to ensure their accounts payable processes are handled efficiently and accurately, as this helps streamline financial operations and creates a positive reputation with vendors.  Our accounts payable process requires using either Chase Bill Pay or (additional processing fees may apply).

Sales Tax Management

As a business owner, managing sales tax can be complicated. The partnership between Avalara and our team helps makes this process simpler.  With the help of Avalara, your company can accurately stay up-to-date with current tax rates and collect taxes correctly based on the products purchased by customers. Additionally, Avalara handles filing and remitting of all collected sales taxes directly to the states without requiring your business to manage these tasks manually or hire additional personnel for compliance purposes.  This eliminates the stress and headache of trying to keep up with complicated sales tax laws. (Additional Filing Fees May Appy).

Payroll Compliance Assistance

Payroll Entrees

Payroll journal entries are transactions that document the wages, salaries, and other payments made to employees. In order to ensure accurate financial records and compliance with labor regulations, it is important to process payroll journal entries each pay period.

Payroll Compliance

Our team works with your payroll provider in order to keep up with changing regulations at the federal, state, and local levels. We evaluate changes in taxation laws, update your payroll provider so that they produce accurate filing and are complying with all applicable regulations.  It is important for business owners to understand how their payroll provider fits in with federal, state, and local filing requirements of their business.  Our role is to make sure that payroll taxes are filed and paid on time and correctly via your payroll provider. 

Monthly Accounting File Review

Reviewing the transactions for accuracy, consistency and completeness in categorization is an important step in the accounting process. Categorizing financial data can help businesses become more organized by ensuring that all transactions are properly categorized and accounted for.  Consistency in categorization is also important as it ensures that similar items/expenses are categorized in the same way throughout a company's books. This allows for a clearer overview of how money moves through a business across different periods of time and can provide invaluable insight into financial trends or discrepancies.

Monthly Bank and Credit Card Reconciliations

Reconciling all business bank and business credit card statements with the transactions in the accounting software is a beneficial way to ensure accuracy for an organization. It helps protect businesses from financial losses due to incorrect data entry or other human errors that can occur when manually managing records. The reconciliation process ensures that any money coming into and going out of the company’s accounts, such as cash deposits or payments made through credit cards, are accurately represented and corresponding entries are made to match.

Custom Financial Reporting

We believe that it is important to provide monthly financial reports so that owners and management have an accurate view of the business’ financial health.  Our customized reports provide specific detailed and up-to-date insights into the performance of your business so that you can take informed and timely decisions on how to maximize your profits.

Monthly Financial Review Call

The reason we provide the option for a monthly call to review your numbers is that it allows us to have regular dialogue with our clients about their business performance. Having this regular check-in allows us to stay up to date on how different areas of the business are performing and ensures that we can quickly adapt to changing circumstances. It also gives us an opportunity to discuss any changes in strategy or tactics that may need to be made in order to maximize profits or minimize losses.

This monthly call also serves as an accountability mechanism - it encourages responsible fiscal management on the part of our clients as they continually strive towards their business goals. With our experienced team discussing key data points each month, they can get a better understanding of what strategic steps need to be implemented in order to reach those goals. We’re able to provide valuable advice and insights into their individual businesses through this process, allowing them to make better decisions when it comes time for optimization or expansion.

Secure Online Portal

We believe that safety and security should always be top priorities for businesses storing financial information, especially in the digital world. That’s why we have a secure digital file storage system with data centers specifically created to store confidential data. By following industry best practices such as Payment Card Industry (PCI) and Data Security Standard (DSS), our secure file storage system provides your business with an effective and reliable security plan.

Our secure digital file storage system offers businesses the capability to store all their files digitally, access records when necessary, and safely share them with important parties. We offer high-level encryption and authentication technology to keep your data safe throughout transmission and within our file storage system. All data is SSL secured using industry-grade encryption protocols – ensuring only authorized personnel can access your confidential financial information.

Accounting Software Backup

Backing up your accounting software is essential for protecting your financial data from unforeseen circumstances, being able to quickly recover any lost information due to system failure, ensuring business continuity across all departments and guaranteeing no teething issues associated with updating your software based on revised standards or requirements. It ultimately provides an indispensable level of security against potential risks while enabling you maximize operational efficiency even in times of crisis.

Tax Compliance

Estimated Quarterly Tax Allocations

Our tax professionals understand how difficult it can be to accurately calculate your estimated tax payments. That’s why we provide our clients with an easy and efficient service to help them figure out the amount they need to pay each quarter.  When calculating your estimated tax payments, our team looks at your prior year tax history and current quarterly profits. By consulting the data from these two sources, we are able to determine an estimate of how much you owe in taxes each quarter. This estimate allows us to determine the right amount that you need to pay when submitting your quarterly tax payments, ensuring that the payment is accurate and sufficient.

Corporate Tax Return

Preparing a corporate tax return can be a complex and time-consuming task. Our team ensures that all the necessary documents and information is gathered in advance to make the process as smooth and efficient as possible.  Once the necessary documents are collected, our tax team will prepare the corporate return for both Federal and State filings.

Tax Planning

Creating a tax plan is incredibly important in understanding potential deductions and tax credits available to you.  This process can help you reduce annual tax liabilities while ensuring funds are set aside for future estimated tax needs.  Additionally, it is important to stay on top of any changes in legislation or laws that could affect how taxes are filed.

Corporate Compliancy

Exigo Business Solutions has partnered with CorpNet as an excellent way for us to ensure your business stays compliant with necessary state filing requirements. Once registered in CorpNet’s system, we receive timely reminders about annual reports or other required filings that must be completed in order to stay in compliance with state laws.  The compliance team can conveniently submit registration documents to the appropriate Secretary of State's office, which confirms that accurate legal information is filed quickly. This kind of expert guidance eliminates costly mistakes associated with incorrect paperwork being submitted which could put your business at risk of non-compliance.  (Additional Filings Fees may be required)

Profit First

Profit First Implementation

We recognize the importance of cash management and understand how vital it is to have healthy finances. We believe that having a successful business requires effective cash flow management and this is why we help our clients to implement the profit first cash management system.

Quarterly Allocation Review

The Profit First system works on the concept that revenue should be allocated to operating expenses, owners’ compensation, profit and taxes. This system ensures that even when businesses experience difficult times, there is always money available to keep them running smoothly - which helps them to stay true to their mission and maximize their profits over time. Conducting reviews on a quarterly basis we are able to effectively monitor cash flow, while also adjusting or modifying allocations where needed in order to maximize profitability on an ongoing basis.

Bi-Weekly Allocation Reports

The importance of setting up profit first allocations on a bi-weekly basis cannot be overstated. Doing consistent allocations helps ensure that cash is being properly funneled to the correct account and that your Profit First performance is properly tracked.  Ultimately, creating a consistent rhythm is need for keeping tight control over cash management as well as ensuring overall financial health throughout the organization.

Transformative   Strategy

Cash Flow Management

Cash flow management is an essential aspect of your businesses accounting and financial planning. The ability to effectively monitor, track, and manage cash can help you achieve your businesses financial goals.  Having the ability to comprehensively manage cash flows from one central platform, we can easily input data related to cash movements from sources such as sales, payrolls, expenses; and create a cash flow projection for future periods based on current data points.  These projections will allow you to make timely decisions on how best to manage a company’s funds for increased profitability.

Spend Management

The efficient management of costs is essential for any organization striving to achieve long-term financial stability.  Spend management is critical to the success of any business because it helps the business control costs, identify and mitigate risks, optimize spending, improve internal processes, and increase compliance.  Proper spend management also helps organizations better understand their business so they can plan more effectively for the future.

By implementing our spend management strategies, you'll enjoy several benefits, including:

Increased cost savings: By reducing unnecessary spending, you'll save money and increase your bottom line. Our strategies are designed to help you maximize your budget and get the most out of your investments.
Improved cash flow: With our spend management plan in place, you'll have a better understanding of your cash flow and be able to make more informed decisions about your spending.
Greater control over spending: Our strategies give you greater visibility into your spending habits, allowing you to make informed decisions about where your money is going and how it's being used
Increased efficiency: By streamlining your spending processes, you'll save time and resources, allowing you to focus on growing your business.
Better vendor relationships: Our team will work with your vendors to negotiate better prices and terms, improving your relationships and helping you get the most out of your partnerships.

Revenue and Margin Analysis

Revenue and margin analysis is critical to the success of your business as it helps to identify profitable areas, identify lost opportunities and develop pricing strategies. This in-depth analysis also provides an understanding of past customer performance and helps guide strategic decisions.  By assessing your revenue performance, you are better equipped to make informed decisions that will increase revenues, improve margins and ultimately lead to greater profitability for your business.

Here are some of the features and benefits you can expect from working with us:

Customized Solutions: Our team of experts will work with you to create customized strategies that are specifically tailored to your business needs. We understand that each business is unique, and we take the time to understand your goals, challenges, and opportunities.

Improved Profitability: By analyzing your revenue and margin data, we can identify areas of improvement and implement strategies to increase profitability. We'll help you optimize your pricing, reduce costs, and streamline your operations to maximize your bottom line.

Real-Time Insights: Our strategies provide real-time insights into your revenue and margins, so you can make informed decisions about your business. You'll have access to comprehensive reports and analytics that help you track your progress and adjust your strategies as needed.

Competitive Advantage: With our Revenue and Margin Management and Analysis strategies, you'll gain a competitive advantage in your industry. By optimizing your pricing, reducing costs, and improving your operations, you'll be able to outperform your competitors and attract more customers.

Increased Efficiency: Our strategies are designed to help you streamline your operations and increase efficiency. By identifying areas of waste and inefficiency, we can implement strategies to reduce costs and improve productivity, so you can focus on growing your business.

Expert Guidance: Our team of experts has years of experience working with small businesses to improve their revenue and margins. We'll provide expert guidance and support every step of the way, so you can feel confident that you're making the best decisions for your business.

Client Advisory Services

Attend Weekly Management Meeting

Weekly management meetings are essential for any business, as they allow leaders to review the current status of your business, set goals and objectives for upcoming projects, identify areas where improvements could be made, and discuss pressing issues.  By discussing achievements and recognizing good work, management meetings serve as a motivator for all staff members to continue meeting expectations.

Business Coaching – Fix This Next Process

Fix This Next works because it starts by identifying the most basic needs which are not being addressed. Then the system works to remedy that issue before moving on. We have been trained to keep their eye on the ball (businesswise) and continually review the state of your business so that the base on which you build your business is sound. Only then will they advise you to move to the next level, assess the core needs, and fix them.

Strategy First Business Planning

Having a business strategy is important for any business regardless of size. A strategic plan can help owners set goals, understand what their operations need to achieve in order to achieve those goals, and outlines the necessary steps for them to take. A successful business plan will clearly define your values and objectives; identify areas for improvement and growth; establish a timeline for meeting objectives; develop strategies to remain competitive; and provide resources needed along the way. With an effective strategy in place, it’s easier to create realistic budgets, allocate resources in more effective ways, and manage team members more efficiently.

Revenue and Margin Analysis

Our team of experts will work with you to identify your target audience and develop a customized strategy to reach them effectively.  But we don't just stop at strategy - we also provide ongoing coaching and support to ensure that you're able to execute your plan successfully. We believe that a successful business is built on a strong foundation of knowledge and expertise, and we're committed to providing you with the tools and resources you need to succeed. Some of the key features and benefits of working with our consulting firm include:

Client Discovery: We take the time to understand your business, your target audience, and your unique value proposition. This allows us to develop a strategy that is tailored to your specific needs and goals.

Strategic Planning: We work with you to develop a comprehensive plan that outlines the steps you need to take to achieve your objectives. We'll help you identify key performance indicators (KPIs) to track your progress and ensure that you're on track to meet your goals.

Coaching and Support: Our team of experts is here to provide ongoing coaching and support to ensure that you're able to execute your plan successfully. We'll work with you to identify any obstacles or challenges that arise along the way and provide guidance and advice to help you overcome them.

Competitive Advantage: With our Revenue and Margin Management and Analysis strategies, you'll gain a competitive advantage in your industry. By optimizing your pricing, reducing costs, and improving your operations, you'll be able to outperform your competitors and attract more customers.

Increased Efficiency: Our strategies are designed to help you streamline your operations and increase efficiency. By identifying areas of waste and inefficiency, we can implement strategies to reduce costs and improve productivity, so you can focus on growing your business.

Execution: We don't just stop at planning - we also provide support to help you execute your plan successfully. Whether it's developing marketing materials, optimizing your website, or implementing new processes, we're here to help.

Management Advisory

At our consulting firm, we understand the critical role that effective teams play in driving organizational success. That's why we offer a comprehensive suite of services designed to help our clients build high-performing teams that deliver results.

One key service we offer is team deployment, which involves identifying the right people for the right roles and ensuring that they have the support and resources they need to excel. By taking a strategic approach to team deployment, we help our clients maximize their human capital and achieve their goals more efficiently.

Another area of focus for us is enhancing employee performance. This involves providing training, coaching, and feedback to help individuals develop their skills and reach their full potential. By investing in employee development, our clients can create a culture of continuous improvement that drives innovation and growth.

Clear role definition is also crucial for effective team performance. We work with our clients to establish clear roles and responsibilities for each team member, as well as clear expectations for how work should be done. This helps to prevent confusion, reduce conflicts, and ensure that everyone is working towards the same goals.

Fostering accountability is another critical aspect of team performance. We help our clients establish metrics and goals that are tied to individual and team performance, and we provide tools and processes for tracking progress and measuring results. By holding team members accountable for their work, we help our clients build a culture of ownership and accountability that drives success.

Management Advisory

Finally, we help our clients build a distinctive company culture that reflects their values and supports their goals. A strong culture can drive employee engagement, retention, and productivity, and can help organizations differentiate themselves in a crowded marketplace. We work with our clients to assess their current culture, identify areas for improvement, and develop a plan for creating a culture that supports their vision and mission.

Overall, our services are designed to help our clients build effective teams that drive results. By focusing on team deployment, employee performance, role definition, accountability, and culture, we help organizations create a winning culture that delivers sustainable success.