Most small business owners have the numbers. What they're missing is someone who turns those numbers into clear decisions. Quiver Bookkeeping & Advising provides ongoing financial advisory for small and mid-sized businesses, so you always know where your cash is going, what's driving your profit, and what to do next.
Every advisory engagement includes a custom live KPI dashboard built around your goals and connected directly to the software you already use. It's the foundation of our monthly advisory meetings, not an extra you have to buy.
Quiver Bookkeeping & Advising is a locally owned firm based in Colorado Springs, CO. Owner and advisor Veronica Quigg is a Certified Associate Digital Bookkeeper, Certified QuickBooks ProAdvisor, and Certified Dashboard Designer with a double major in Accounting (BS) and Finance (BS) and 13 years of accounting experience. We serve clients anywhere in the USA, with industry expertise in home services, manufacturing, healthcare, construction, retail, and restaurants.
Every advisory engagement includes:
Schedule a free consultation to see what ongoing advisory could look like for your business.
You get an advisor who knows your numbers and meets with you every month to turn them into decisions. Your engagement includes a custom live KPI dashboard, cash flow forecasting, budgeting, trend tracking and benchmarking, and a monthly review of your financial statements. Because Quiver can also handle your bookkeeping, your advice is built on clean, current numbers instead of guesswork.
You can learn more about our professional bookkeeping services here:
With accurate records, your small/medium business advisor knows where you are overspending or where you could save costs, which is invaluable to your business, as you are then more comfortable and willing to grow, and you can put the excess funds you have back into your business or reinvest them.
We meet with you every month to review your dashboard, financial statements, and strategy. Monthly meetings keep you ahead of cash flow problems and on track to reach your business goals.
Every engagement starts with a structured 12-week onboarding where we build your dashboard and your financial game plan:
After onboarding, your dashboard becomes the foundation of our ongoing monthly advisory meetings, where we track progress, adjust the plan, and work through new decisions as your business grows.
While we're not 'financial planners' who provide 'financial planning' services, we can develop financial models to calculate the costs and projected revenue from new growth and expansion plans. We use these figures to calculate exactly when your company is ready to expand. We do the numbers work to ensure the best possible outcome on all major growth efforts.
We look at important numbers such as the cost to acquire a customer, the value of a customer, and the gross profit margin. These are important measures of whether your business is growing sustainably, not just top-line revenue. We help you understand your performance beyond just total revenue.
The specific KPIs (key performance indicators) for your industry, business, and goals are identified during onboarding and built into your dashboard.
We can provide financial statements, cash flow projections, and performance reports that investors and banks require. Having lender-ready financials and projections prepared by your advisor improves your chances of securing outside funding. Lenders rely on well-maintained books to make their funding decisions.
Resource: https://www.sba.gov/funding-programs
We provide financial strategies aligned with your industry's standard operating procedures and the typical financial challenges it faces. Because we understand your industry, we can benchmark your performance accurately. We have the industry context required to serve your business.
We know how your business compares on pricing, spending, and margins, and you can benchmark against your direct competitors to see where you fit in the market. We can tell you what changes to your business might make you a more competitive player in the market, and how you can use your finances to gain greater market share.
Every industry has challenges you may have to deal with:
As your Advisors, we can design your company's reporting system to meet the specific needs of your industry and resolve any financial issues your business may face as you address them. We are aware of these issues in advance, and you can ensure your business will continue to run smoothly.
Knowing your numbers is one of the best ways to protect and grow your business. At Quiver Bookkeeping & Advising, we turn your financial data into clear, confident decisions for businesses in Colorado Springs and across the U.S. Schedule a free consultation to see how ongoing advisory can help your business.