Business Assessment

Our business assessment includes initial meetings with the business owners to determine the critical factors that will impact the success of the business.

Initial Business Assessment:

A Business Wellness Questionnaire
Industry Benchmark Analysis - An analysis of your business compared to your industry

Assessment Reports and Follow-up Key Success Factors to improving your business

Tailoring of your chart of accounts to enable quick and efficient reports
Suggestions to improve your current financial position.
Full performance review report assessing your company's financial health based on:
- Liquidity of business
- Profits and profit margin
- Sales growth
- Proper use of borrowing
- Proper use of assets
- Utilization of employees
- Comparison to industry

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What is this man doing? He’s managing his Canadian based technology business from Mexico. “My wife and I own property in southern Baja and we wanted to spend the winter months down there. We both run businesses that can be operated to a large degree by using the internet. But how was I to keep my bookkeeping and accounting up to date? J.A. Smith and Associates solved that for me. By using their QuickBooks Remote Desktop Connection, both my bookkeeper/accountant and I can have real-time access to my banking and client information… and we can keep it current. I would not be able to watch the incredible sunsets (while drinking a margarita, of course) and manage my business from here in Mexico without the service provided by Joyce and her team. Many thanks."

- Dynamic Sawmill Systems Ltd.

"I'd like to thank you all and extend many kudos for the teamwork and service level at Business Performance Solutions and J.A. Smith and Associates. I especially enjoy the 'Computer First Control Sheet', where I am able to record any problems I encounter and the BPS Team is able to access the Sheet and resolve the issues. The time and commitment that the BPS Team have invested in troubleshooting the network have, in my opinion, had a direct and measurable result in its improvement and have succeeded in making the network a viable, secure asset for us at Blueboy Express."

- Blueboy Express