Free Accounting Systems Analysis & Action Plan

Find the Constraint That’s Holding Your Accounting Back.

Answer a short set of questions about how your accounting works today. You’ll get a working diagnosis of where to look first, why it’s likely happening, and the next actions that make sense for your business.

  • For $1M+ home service businesses
  • Free
  • About 5 minutes
  • Personalized results
  • No required sales call
Start My Free Analysis →
The Seven Accounting Systems
  • Transaction FlowIs everything recorded once, correctly?
  • CashIs money coming in and going out on purpose?
  • CloseIs last month finished and reconciled on time?
  • Control & ContinuityAre you protected from mistakes and missed deadlines?
  • VisibilityDo you get reports you understand and use?
  • EconomicsCan you see where you make and lose money?
  • PlanningDo you have the numbers before big decisions?
What You Get

That’s the Symptom. Let’s Find the Constraint.

  1. Your likely primary accounting constraint.
  2. The likely root cause, or what to verify.
  3. What to fix first, and what not to do yet.
  4. What I would check before a formal recommendation.

A working diagnosis from your answers. No documents required. No required sales call.

Start My Free Analysis →

Find Your Accounting Constraint.

  • 5.0 Google rating
  • Free
  • About 5 minutes
  • No required sales call
How It Works
  1. 01
    Tell Us How Your Accounting Works Answer a few questions about your people, systems, processes, reporting, and planning. It takes about 5 minutes.
  2. 02
    Get Your Personalized Action Plan See where accounting is costing you time, money, and efficiency — plus the specific changes I’d make and your first three moves.
  3. 03
    Implement It Your Way Keep the plan, give it to your current team, or book an Implementation Call and have Bermingham Financial help put it into place.
Reviews

Why Business Owners Choose Bermingham Financial

5.0 Google Rating — 4 Reviews

"As a freelance software developer, I wanted someone who was knowledgeable, organized, and easy to work with. Willis made managing my business finances much simpler and always responsive and professional. If you're looking for a reliable and trustworthy bookkeeper, I wouldn't hesitate to recommend Willis!"

M
Mark Gill
Freelance Software Developer

"Will was able to take care of my books this year in a timely fashion, thanks!"

J
Justin C.
Public Insurance Adjuster

"I have been with them for 2 years and am really happy! Saving money and showed me some awesome strategies. A+++"

S
Shane Brady
MMA Gym Owner

"William is very detail oriented and very knowledgeable. Being young, reliable and intelligent, I would recommend Birmingham Financial for all of your financial needs especially payroll."

D
Demetri Tsoumbanos
Wedding Venue Owner

The Accounting Systems Analysis is an informational review of how your accounting function operates. It is not an audit, assurance engagement, tax opinion, or guarantee that every error or issue will be identified.