How It Works

Here’s what working with
Knowles Solutions looks like

Getting Started

We’ll review your business needs and goals and set up your accounting system to best help you achieve these.
If you haven’t already done so, we’ll connect all of your accounts with your accounting software to give you up-to-date information on a daily basis (none of this once-a-month nonsense).

During Each Month

We’ll monitor your accounts throughout the month and alert you of any important changes.
You can get in touch with us as much or as little as you’d like. Ask us questions, suggest a change, or just call and say hi.
We’ll send you a note if we need anything, particularly if we are handling your payroll or accounts payable.

At The End of Each Month

We’ll download your account statements and get everything reconciled and tidied up. Typically by the 10th of the month.
We’ll forward you a set of financial reports summarizing your activity for the month and the year so far.
If you want a little more explanation, you can give us a call and we’ll walk you through your reports.

If you’re in one of our advisory packages, we’ll do a more detailed analysis using our fancy software platform, Fathom, and schedule a video call for a more in-depth review of budget targets, KPI’s, and overall business health.

Ready to get started?

Learn about our monthly packages or give us a call.