Every business has different needs in order to be successful, some are more obvious than others, and some may not even be known by the owners. TLG Financial Foundation has developed a system by which we can identify and act upon the 32 financial needs that all businesses have at some point.

Depending on the current state of your financials you may have multiple or even all of the 32 needs at any given time. When we meet with clients we help to assess their financial needs using these criteria to develop a plan to put our Rainmaker Process to work. By accomplishing key tasks and fulfilling each of these needs, we are able to not only help the business to grow and accomplish its goals but also to thrive and be financially secure throughout that process.

We’ve divided these items up between the 6 Steps in our Rainmaker Process. As we help you through the process we will accomplish many of the items, and replace them with new and more complex needs. For example, once your financial data is clean and organized, there is no longer a need for organization, but now there is a need for data and analysis to identify potential opportunities for the business to prosper.

The 32 Financial Needs All Businesses Have:

I Need

  • Help with inaccurate QuickBooks files
  • To simplify profit & loss statements
  • Better Information From QuickBooks
  • Quickbooks Questions Answered or Solved
  • To convert from QuickBooks Online or Desktop

I Need

  • Monthly Financial Reports from QuickBooks
  • To know my financials on a daily or weekly basis
  • To understand how to use QuickBooks
  • Help with payroll

I Need

  • To pay myself

I Need

  • To know if I am making money
  • To know which of my products/services is most profitable
  • To know which divisions make money
  • To revise my pricing and estimating
  • A better way to get receipts from employees
  • A better way to track receipts
  • Tracking for the Prfitibaility of Jobs or divisions

I Need

  • A place to see how my company is doing
  • To know if I am missing something 
  • Help keeping cash in my bank account
  • To Get Out of Debt
  • To Set Aside Money for Specific Costs or Purchases

I Need

  • To reduce errors in QuickBooks
  • To protect myself from Theft
  • To Improve a Specific area of my business
  • Help Raising Money
  • Someone to meet with me regularly to review my company
  • Help understanding accounting
  • To reduce my taxes
  • A vacation!

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