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Category Archives: Bookkeeping Companies Atlanta

What are Advisory Services all About?

What are Advisory Services all About?

Before getting into what advisory services are all about, and discussing my new and exciting role with Sound Business Services (SBS), I first want to introduce myself. I’m Becca Paradis and the lead on advisory services at SBS. For more than a decade, I’ve been honing my skills in reporting, annual budgeting and planning, and data evaluation. I’ve worked in many big corporations that invest in technology and analytics at a rapid pace. They’ve employed teams of financial and marketing analysts to develop data-driven strategies to grow their businesses.

These experiences led me to my current role with SBS, and I hope you are as excited as I am about the launch of SBS advisory services! I started partnering with Jonathan Bill on this idea in January, and we’ve been hard at work putting together a selection of packages to serve all types of businesses and budgets. The main goal of the new advisory arm of SBS is to provide financial analytics services to businesses that want to operate in a more strategic way, but don’t have access to dedicated analytics resources in-house. It’s difficult enough to compete in this data-driven era; don’t let a lack of resources or number crunching set you back!

“The main goal of the new advisory arm of SBS is to provide financial analytics services to businesses that want to operate in a more strategic way, but don’t have access to dedicated analytics resources in-house.”

All of the advisory packages available provide a suite of financial reports and access to a business advisor. The reports included are designed to provide insights and knowledge about your business. You will have all the detailed financial information you need at your fingertips, and it will be timely, easy to read and beautiful, too!  

As your trusted advisor, we will hold recurring meetings with you to get to know and understand your business, and start planning for the future. Speaking of the future, the higher level plans help you dream big and start down the path toward realizing the potential you see in your business. These packages include annual business planning and budgeting support.

During the budget and planning process, we will work as a team to define clear growth goals and a strategic plan. You will receive reports tracking your performance to those goals and we will have meetings throughout the year to check in on progress. All businesses need to be operating with their future in mind, and SBS’s advisory service can help you get there. 

Sounds pretty great, right? I hope that if you weren’t excited before, you are now! Please reach out to us today to explore each package and select the one that is right for you and your business. It’s never too soon to begin a data-driven journey to achieve business success.

Editor’s note: This article was written by Becca Paradis who recently joined Sound Business Services to build our advisory services practice. Becca is a lifelong Atlanta native who grew up in Clayton County. She completed her undergraduate degree in mathematics from Kennesaw State University and went on to get a master’s in statistics from Georgia State University. Her first couple of jobs in the workforce as an analyst showed her the power of data-driven strategy. It’s this background that started her on the path that led to using her skills to support independent businesses and their growth objectives. She currently lives in Roswell with her family, a supportive husband and two young children. In her spare time, she loves to hike with her family, go to the movies and bake delicious desserts.

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Should You Outsource or Keep it Inside Your Company?

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4 New QuickBooks Online Features: Next-Level Solutions for Your Workflow

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SBS Staff Spotlight: Jennifer Richardson

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Powering Up Your Profit With This New QuickBooks Online Feature

Powering Up Your Profit With This New QuickBooks Online Feature

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A Dynamic Duo of New QuickBooks Online Features: Empowering You and Your Business

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You’ve probably heard me say it before, but QuickBooks Online (QBO) is a real game changer for small businesses. Besides bringing so many amazing benefits to the table, Intuit is always looking to improve the product, developing powerful new features just about every month. The latest batch represents a dynamic duo of QBO enhancements that…Continue Reading

A Three-Pronged Approach: The Power of a Client-CPA-Bookkeeping Team

A Three-Pronged Approach: The Power of a Client-CPA-Bookkeeping Team

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