We know small business; we ARE one!!
Sweeten CPA has been around over 20 years, and we’ve been through all the growing pains a small business faces, things such as:
Converting workers from independent contractors to employees
Increasing facility size, multiple times
Engaging professional IT companies to manage technology platforms
Becoming paperless
Designing a task management system to track all internal and client-related tasks
Increasing employee benefits for better retention
Defining, and revising, our mission statement and core values
Systemizing and improving our employee review process
Developing protocols for onboarding and offboarding clients
Creating cadences and checkpoints for supervision of client accounts
Designing a dashboard to track financial and other metrics
Identifying which Key Performance Indicators matter most to our business, and developed deadlines for reviewing them monthly
Creating a system for preparing annual budgets and calendared milestones annually
We would love to walk alongside you through these transition arenas and share our wisdom!
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