“By identifying such significant savings, Jodi forced me to step back and examine what was truly adding value and helping ResVu meet its growth objectives, and what was just adding ‘noise’. Jodi’s involvement with ResVu has not only saved us money, it’s ultimately led us in a much more positive direction.
We initially hired Jodi to review and set up our business’ key processes, including accounts payable, accounts receivable, 12-month profit and loss, and cash flow budgets. While we had a team of bookkeepers already looking after our transactional financials, Jodi took on the significant task of bringing order to our finances from a director’s performance reporting point of view. With clarity of direction, Jodi employed automations and implemented processes that continue to save our staff substantial amounts of time.
Jodi and I meet each week to go over the company’s key financial metrics and measure where we’re at against budget. Since working with Jodi, ResVu has beaten the budget every month and I have more clarity than ever around my business’ financial performance.
Jodi plays an additional vital role in our business – she measures and assesses large capital and operational expenditures, provides board reporting, and is ultimately the one who absorbs our financial management responsibilities, freeing our directors so they can grow our business.”