How We Can Help

Profit roadmap

1. Discovery Call

Every journey begins with a first step. Share your operating structure and sales cycles, your triumphs and pain-points, your goals and frequent setbacks – anything to help us understand where you are and where you want to go.

2. Onboarding

We get you set up for success. Over the span of a couple of weeks, we will establish our data workflows for staying compliant as well as accessing crucial growth information in a timely fashion.

3. Account Compliance and Maintenance

Let us take the day-to-day grind of bookkeeping and finance off your hands. Your books are kept up to date so you can get back to the business of your business.

4. KPI Tracking and Evaluation

We start with fundamentals, then the sky is the limit. KPIs will grow and change with your business over time. We’ll be with you every step of the way.

5. Building your Profit Roadmap

Your roadmap is the synthesis of accurate compliance data and the evaluation of your KPIs linked back to your goals defined in our Discovery call. We work with you to use your financials as the tools they were designed to be.

About

Engaged Consulting & Financial is a fully remote bookkeeping service for the modern online small business.

We can digitally meet you where you are, no matter where you are. We get global.

Over the past decade we have honed the skills necessary to help our clients foster a positive relationship with their financials. This and consistent goal-oriented engagement enable us to build a clear profit roadmap. We get to the heart of your financial needs to ensure they pulse with the rhythm of your business but remain flexible around the rhythm of your life.

We are professionals who seek to improve the financial confidence of other digital professionals while learning as much as we can about this tiny blue dot.

Check out our links to see our most recent travel adventures!

Client Reviews

Without Engaged’s financial guidance and assistance keeping our books in tip top shape, I’m not sure we would have made it through the last couple of years. When people ask me how I have been able to build, manage, run and work for my own small service business, I always bring up our steadfast associates at Engaged in having helped us make it all possible.’’

Catherine Burns
Tranquillitas Living LLC

How We Can Help

How bookkeeping with us will help you build a clear