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Description
P.I.E. fills the gap left void by traditional accounting software and financial planning tools. We track expenses and sales every day, if needed, then generate real-time alerts to business owners when budgeted thresholds are outside acceptable variables for profits, investments, and expenses. Owners are then able to take corrective action before it's too late and they fail, which is all too common for small businesses. P.I.E. aids in money management by establishing automatic disbursements to bank and investment/retirement accounts. We establish budgets for every expense, determine profit goals, and investment objectives. We track and give owners actionable insights as activity occurs. We help owners set up accounting and point of sale systems; in addition to investment and retirement accounts.
Keywords: Actionable Data
Actionable insights
Automatic fund disbursement
Bookkeeping Services
Budgeting and Forecasting
Business financial tracking
Business insights
Cash flow management
Deep Dive Financial Analysis
Expense management
Financial management
Financial Tracking
Investment tracking
Point of Sale Systems
Profit and Expense Management
Profit insights
Profit optimization
Profits and expenses management
Sales forecasting
Small business owners