Financial Strategy Consulting

6012Today's Business owners are concerned with everything from maintaining their product or service value to accurate accounting forecasts and developing leaders for the company. They recognize that to be successful they must obtain, interpret and report critical information at an ever-increasing pace, while ensuring compliance across their organization.

As always, business cost management is a critical element of finance strategy, key to driving efficiency in routine transactional processes that will grow your enterprise. This includes interpreting and advising on critical business information; managing/driving capital allocation and value creation; and creating balanced view of earnings, cash flow and return on assets or equity.

Lloyd Cazes Financial Strategy Consulting works with business owners to address the entire range of these challenges and help steer the organization's finance strategy toward creating a value-driven finance organization.

Lloyd Cazes helps companies develop a sound finance strategy to maximize the performance of their finance processes while reducing their costs. Lloyd Cazes uses proven business best practices to accelerate the development of world-class solutions and to link these solutions to the overall profit strategies of your business, for the greatest return. Lloyd Cazes expertise will help design and sequence key strategies to assure effective automation, optimization of employees and improved planning and management.

Lloyd Cazes CPA, QuickBooks Training classes are designed to meet the needs of each and every attendee and here is how we accomplish that goal. While QuickBooks® is user friendly most people still need QuickBooks training to effectively set up the accounting software, efficiently utilize appropriate features and ensure their data is being input in a correct manner.

Nothing is more frustrating to business owners than not trusting the numbers in their accounting software; accurate numbers they need on a daily basis to make wise business decisions.

Lloyd Cazes CPA. QuickBooks Training

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Lloyd Cazes CPA, QuickBooks Training classes are designed to meet the needs of each and every attendee and here is how we accomplish that goal. We conduct small classes, typically with 5 attendees or less and call one to two days in advance of the class to identify your biggest problems in business and with the software so we can provide specific training relevant to your situation. We use the information from our call to determine the direction of the class, and may focus in certain areas listed below, more than others. What is important to note is that we cover all of the material, but will spend the most time on information that will best help you succeed.

  1. To help you improve cash flow
  2. To increase net profit
  3. To help you have more fun at work and in business

Section 1 of Lloyd Cazes CPA,  QuickBooks Training

  • How to Use QuickBooks® to Build Cash Flow

Section 2 of Lloyd Cazes CPA, QuickBooks Training

  • Introducing QuickBooks
  • Moving around In QuickBooks®
  • Why Company Set Up is so Important
  • Preparing your Company Data
  • Easy Step Overview
  • Two Most Common QuickBooks® Problems
  • Set Up Users with Limited Permissions or Access