Advisory services

Financial clarity

QuickBooks Online Advisory

From a Certified QuickBooks Online ProAdvisor.

Accurate, timely books make every other decision easier. We help you get QuickBooks Online (QBO) set up the right way, cleaned up where needed, and working as a management tool instead of just a place to record transactions.

• Setup and configuration: chart of accounts, products and services, classes and locations, and user access designed around how you manage the business.
• Cleanup and review: reconciling accounts, resolving uncategorized and duplicate entries, and documenting what changed.
• Workflow and app integration: invoicing, bill pay, bank feeds and rules, and connected apps that reduce manual entry.
• Reporting for decisions: management reports and a simple monthly review routine so owners can see cash, margins, and trends.
• Training: practical coaching for owners and staff who work in QBO day to day.
• Monthly support: ongoing help as questions come up, plus a regular month-end check-in on reconciliations and reports.
• Bookkeeping services: recording and categorizing transactions and reconciling accounts in QuickBooks Online, so your books stay current.

Direction

Strategic Planning

A plan your team understands and uses.

We facilitate a structured planning process that moves from purpose to priorities to action, and then builds in the follow-through that keeps the plan alive.

• Situation assessment: strengths, challenges, opportunities, and the forces shaping your market.
• Mission, vision, and values: clarifying or refreshing the statements that anchor decisions.
• Strategic objectives and strategy map: a one-page view of what matters most and how the pieces connect.
• Measures and targets: a focused set of indicators, tied to your financial data wherever possible.
• Action plans and review cadence: owners, timelines, and regular check-ins to track progress and adjust.

Performance excellence

Baldrige Self-Assessment Advisory

Using the NIST Baldrige Excellence Framework.

The Baldrige Excellence Framework, published by the Baldrige Performance Excellence Program at NIST, gives leaders a systems view of their organization. We advise your team on conducting a self-assessment against it, so you can see what is working and where to focus next.

• Getting started: choosing the right level of assessment for your organization's size and maturity.
• Organizational Profile: guiding leaders through the profile that frames the rest of the assessment.
• Assessment across the seven categories: Leadership; Strategy; Customers; Measurement, Analysis, and Knowledge Management; Workforce; Operations; and Results.
• Strengths and opportunities: turning findings into a short, prioritized improvement list.
• Connecting to the plan: feeding priorities into strategic planning and action plans.

Read: What a Baldrige self-assessment can do for a small business →

Coming soon

Growth Advisory: Marketing, Sales & CRM

A new service area, built on the same planning discipline.

Growth works best when marketing, sales, and customer data line up with strategy and with what the financials say is profitable. Anabasis is preparing to expand its advisory work into this area to help clients connect those pieces.

Coming soon. Interested? Let us know and we will keep you informed.

Planned focus areas:

• Customer and market focus: clarifying target customers and the value you offer them.
• Marketing and sales planning: setting goals and measures that tie back to the strategic plan.
• CRM readiness: defining your sales process and data needs before choosing or configuring a CRM.
• Connecting CRM and financials: aligning customer and pipeline data with what you track in QuickBooks Online.