Profitability Coaching for Independent Retailers & Restaurants

We start every relationship with a Business Vitals Check — a quick look at five areas of your business — Sales, Profit, Operations, Team, and Continuity — so we know exactly where to focus first. Bookkeeping, QuickBooks support, and hands-on coaching, including the E4B System, all flow from there.

How We Work: The Five Vitals

Every business runs into trouble in one of five places. We check all five, then start wherever the need is greatest.

Vital	In Plain Terms
Sales	Are enough of the right customers coming back — and do you know who your regulars are?
Profit	Does the business pay you and set money aside, or does it just cover the bills and stop?
Operations	Can the business run a normal day without you catching every ball yourself?
Team	Does your team know what’s expected of them, or are they mostly guessing?
Continuity	If you stepped away for two weeks, would the business still be standing when you got back?

 

Tier	Covers
Basic	Sales and Profit — get the money coming in and staying put.
Premium	Everything in Basic, plus Operations — get the day-to-day running without you.
Elite	Everything in Premium, plus Team and Continuity — build a team and a business that can outlast you.

 

Profitability Consulting

• • Customized Profitability Assessment (E4B™ Envelope Setup)
  • Develop a rollout to achieve recommended allocations
  • Scheduled accountability and counselling sessions to help you achieve your goals
  • Regular review and revision of your goals to keep them relevant
  • Expense Analysis
  • Owner Compensation Analysis

Reconciliations

• • Review and reconcile monthly bank statements
  • Reconcile and review monthly credit card statements
  • “Clean-ups” available for those who have not reconciled their books in some time – contact us for pricing

Monthly Bookkeeping

• • Use QuickBooks Online to reconcile all accounts
  • Enter invoices to your customers – and the payments received
  • Input bills from your vendors – and the payments you send
  • Enter taxes paid (sales and payroll)
  • Payroll services are available – contact us for pricing

Management Training and Support

• • Goal Setting
  • Regular review of progress towards achieving goals
  • Review of policies and procedures to work towards best practices
  • Develop policy and procedure manual
  • Train team on policy and procedures to ensure understanding
  • Develop checklists to ensure compliance

Help with QuickBooks

As a Certified QuickBooks ProAdvisor, Intelligenz Business Solutions will help you select, purchase, set-up and use the #1 selling financial software in the world. Quickbooks will allow you to:

• Eliminate entering the same information over and over again
• Automatically download, categorize and reconcile bank and credit card transactions
• Record expenses for tax time
• Send professional custom invoices
• Sync, link and import data from apps you currently use such as PayPal

…and so much more. Most importantly, Quickbooks lets you know the financial state of your business at any time using Profit & Loss Statements, Balance Sheets and dozens of other reports, all only a click away.