Your Path to Success with Prism Consulting

At Prism Consulting, we make partnering with us straightforward and results-driven.

Here’s What You Can Expect When You Join Us:

Discovery Call

What to Expect: A 30-minute session to understand your business challenges, goals, and needs.

Outcome: Gain clarity on how Prism Consulting can help you achieve sustainable growth.

Customized Proposal

What to Expect: After the discovery call, we provide a tailored proposal outlining recommended services, timelines, and pricing.

Outcome: You’ll receive a clear, actionable plan designed to meet your business objectives.

Onboarding & Strategy Development

What to Expect: A seamless onboarding process where we gather key information, set up systems, and establish timelines.

Outcome: Begin implementing strategic solutions with regular check-ins to track progress.

Implementation & Support

What to Expect: Hands-on execution of the agreed-upon strategies.

Outcome: Enjoy peace of mind knowing your finances and operations are in expert hands.

Ongoing Partnership

What to Expect: Continuous support, regular updates, and strategy adjustments to keep your business on track.

Outcome: Build a long-term relationship with a trusted partner invested in your success.

FAQs

Got questions? We’ve Got Answers.

  • During your discovery call, we’ll assess your needs and recommend the package that best suits your goals, whether it’s Basic, Comprehensive, or Full-Service.

  • We’ve successfully partnered with over 35 businesses across industries, including retail, food service, healthcare, and more. Our solutions are tailored to the unique needs of your industry.

  • Absolutely! We specialize in proactive tax planning and strategic filing, aiming to maximize deductions and minimize liabilities for small business owners.

  • Our onboarding process includes gathering key business documents, setting up secure systems, and creating a roadmap tailored to your goals. We ensure a smooth start to our partnership.

  • Yes! While we’re based in Staunton, VA, our services are available to clients nationwide. We use secure tools to collaborate effectively no matter where you are.

  • Communication frequency depends on your package, but all clients receive regular updates, scheduled meetings, and access to our team for ongoing support.

  • Below is a detailed breakdown of service differences in these packages.

  • Our unique combination of HR expertise, financial mastery, and a proven track record with small businesses sets us apart. We don’t just solve problems—we empower businesses to thrive.

Differences Between Full-Service Bookkeeping vs. Basic Bookkeeping

Feature Basic Bookkeeping Full-Service Bookkeeping
Expense Categorization Simple classification of transactions into key accounts. Detailed categorization with proper classifications for tax purposes.
Reconciliations Limited to monthly reconciliations of major accounts. Full monthly reconciliations for all accounts, including loans, assets, and liabilities.
Financial Reporting Basic reports (e.g., income statement, balance sheet). In-depth reporting, including cash flow statements, budgets, and trend analyses.
Tax Preparation Basic prep for annual tax filing. Tax-ready documentation and quarterly filings.
Customization Standardized templates for reports. Customized reports tailored to business-specific KPIs.
Advisory Services None. Financial analysis and strategic recommendations.

Still have questions? Contact us directly or book a free consultation to learn more.