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Our Process
At Heyward Financial Group, we've developed a comprehensive four-step process to support mid-size business owners in achieving financial success,
01
Audit Your Current Accounting System
We begin by conducting a thorough assessment of your current financial practices. This step allows us to identify strengths and weaknesses, ensuring we have a clear understanding of your financial landscape.
03
Efficient Bookkeeping
Our team manages your day-to-day bookkeeping tasks, ensuring accuracy and compliance with the latest financial regulations. This takes the administrative burden off your shoulders, allowing you to focus on strategic business decisions.
02
Implement Recommendations
Based on our audit, we provide clear, actionable recommendations to streamline and optimize your accounting system. These recommendations are tailored to your business's unique needs and goals, setting the stage for improved financial management.
04
Advisory Services, Partial CFO
Beyond basic bookkeeping, we provide high-level advisory services. Think of us as your partial CFO. We help you navigate financial challenges, make informed decisions, and plan for long-term success. Our team is always available to provide guidance and support as your trusted financial partners.
Our Packages
1
Essential
This option is best for simple solopreneurs, who want basic monthly bookkeeping to produce accurate year-end tax returns.
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Transaction Entry & Verification
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Bank & Credit Card Account Reconciliation
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Customized Workflows
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Rules, Chart of Accounts & Vendor Set Up/Modification
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Self Serve Reporting
Starting at $500
2
Advanced
This option is best for mid-sized, growth driven business owners, who are focused on details, results, and profits. They're looking for monthly data to be ale to grow their business in a healthy manner.
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Transaction Entry & Verification
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Bank and Credit Card Reconciliation
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Customized Workflows
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Rules, Chart of Accounts & Vendor Set up /Modification
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Delivered Monthly Reports
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Custom Journal Entries
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Asset Tracking
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Loan Tracking and Reconciliation
Starting at $800
3
Premuim
This option is best for high volume business that incude teams, franchise systems, and many loans. Instead of hiring another employee, we are your accounting department.
This option is best for high volume businesses that inculde teams, franchise sytems, and many loans. Instead of hiring another employee, we are your accounting department.
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Transaction Entry & Verification
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Bank and Credit Card Reconciliation
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Customized Workflows
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Rules, Chart of Accounts, & Vendor Set Up
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Review Reports Regularly with Accountant
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Phone and Email Support
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Custom Journal Entries
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Asset Tracking
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Loan Tracking & Reconciliation
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Income & Deposits (A/R)
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Collaboration with your Tax Professional
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Anytime & Anyway Support
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Priority Work Completion
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1 on 1 Advisory Services with management or team.
Starting at $1500
How Our Firm Handles Your Money
Heyward Financial Group
At Heyward Financial Group, our mission is to empower mid-size business owners with the financial tools and expertise they need to thrive. We believe that your success is our success, and we are dedicated to helping you achieve your financial goals.
Our commitment is to provide tailored solutions that simplify financial complexities, drive growth, and maximize profitability for your small business. With our trusted guidance and personalized strategies, we'll be your partner in prosperity, ensuring you have the freedom to focus on what you do best. Your financial success is our priority, and together, we can build a prosperous future for your business
