Financial Management

When starting a new business it’s easy to let things that seem like busy work slide. Reconciling billings, receipts, payments and other cash flows in a business can end up on the back burner until it becomes an issue. Don’t let it get to that point. Navabiz can help you get a management system and processes set-up from the beginning so it is easily manageable. If you need some help getting your current financials in order we can help with that as well. Whatever your needs we have a solution.

Financial Set-Up

  • Set-up Tracking System (e.g., Quickbooks, Waves or Excel)
  • Create Budget
  • Assist with Account Set-up
  • Establish Accounts Receivable Process
  • Establish Bill Pay Process

Dollar De-Clutter

  • Statement Reconciliations
  • Receipt Organization
  • Set-up Tracking System (e.g., Quickbooks or Excel)
  • Process Analysis
  • Create Budget

Budget Planning and Risk Assessment

  • Identify Expenses and Income
  • Examine Potential Investment Opportunities
  • Sensitivity Analysis
  • Cash Flow Analysis
  • Break Even Analysis


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