Work life balance should always be achievable
Plan for your future instead of only measuring your past numbers.
You dream about the ever-elusive work-life balance. Here’s what gets you that reality:
TIME
Accounting processes that work efficiently for you, saving you time for your family, hobbies and health.
PLAN
Numbers at your fingertips so you are ready to make big decisions and pivot when you need to, to reach your goals.
EXPERTISE
Partnership with an accountant who wants to impact your life and is always on hand for advice.
How does a partnership with Heighten get you there?
STEP 1:
TIME: TRANSITION TO ONLINE
The first step to getting you more time in your business is making your accounting as efficient as possible. To do this, your numbers need to be in the cloud.
If you have a way you’re doing that already, we’ll keep it that way. If you don’t, we’ll help you find a way that works best for you and your business.
STEP 2:
PLAN: YOUR KEY NUMBERS AT YOUR FINGERTIPS
We’ll give you access to up-to-date key numbers, providing you with regular data you can use for decision-making.
There’s no one-size fits all package for doing this. Instead, we get to know you to figure out what’s best for your business. We’ll discover how your processes currently work and what support you need for you and your staff.
Together, we’ll choose your perfect package and the add-ons you need.
STEP 3:
EXPERTISE: GET SET UP AND PARTNER WITH US
It’ll take about three months to get ready to work together
- You’ll accept the proposal
- be assigned a Portfolio Manager
- discuss your goals with us
- get set up online
- streamline your apps
- and have regular calls and check-ins regarding progress
STEP 4:
Ease in to your work-life balance and grow with support
Through monthly meetings, we check-up on both your personal and business goals. We deliver you tailored advice and balanced solutions that lead to your growth goals.
