Druzy Financials

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Customers rated this pro highly for work quality, professionalism, and responsiveness.

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Mark M.

Jun 28, 2022

Lalan is very patient and informative. She answers all my questions and helped to get my books up to date. She offers more than what she is charging for, and she makes things as easy as possible for busy owner like me. So glad that I found an accountant who I can rely on for the long term!

Elizabeth M.

Jul 31, 2022

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Hired on Thumbtack

Hired on Thumbtack

Lalan really came through with my exact needs. Not only that, she was gracious in working with my budget and took the time to explain best practices to me. So lucky to have found her. Definitely onboarding her as an outsourced CFO. Incredible resource and quality. Highly professional.

Accounting

Janelle A.

Jul 14, 2022

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Hired on Thumbtack

Hired on Thumbtack

I absolutely adore her! It doesn’t cost anything to do the initial call, so just take the leap & do it. She’s so knowledgeable & truly provides value. She’s willing to work with you at any stage & has the experience to back it up. You won’t regret relying on her for financial services (and more)! So so happy I’ve found someone I trust to work with long term. She’s well worth the investment.

Details: Small business (fewer than 10 employees) • Startup (less than 2 years) • No business plan in place • Healthcare • Retail / consumer goods • Remotely (phone or internet) • At the pro’s location • My home, venue, etc.

Druzy Financials's reply

Thank you so much for your trust and support! Can't wait to work together and see your business grow ! :D

Business Consulting

Megan W.

Aug 14, 2022

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Hired on Thumbtack

Hired on Thumbtack

Lalan is knowledgeable and efficient. She has gone above and beyond to take care of me and my business.

Details: Small business (fewer than 10 employees) • Remotely (phone or internet) • My home, venue, etc.

Payroll Services

Ania F.

Aug 21, 2022

Beyond knowledgeable, great instructions, hands on, very responsive , professional .

FAQs

• What should the customer know about your pricing (e.g., discounts, fees)?

  Druzy Financials focus on making outsourced CFO Services accessible and affordable to businesses in all income ranges. All you need to do is to set up a Right-Fit Call so we can customize a growth oriented plan for you! - Customized Bookkeeping (Tax Planning Focused) Services starts at $400 per month up & One time $100 onboarding fee. - CFO Monthly Strategic Consulting Service starts at $1,000 and up, will increase based on revenue range.

• What is your typical process for working with a new customer?

  1. For any type of service inquires: First, we will hop on a 30 minute Right-Fit Call to see if we are a good for each other. One I got a clear idea of your business needs, I will suggest which type of service does your business need. Also, I will offer a free financial analysis for your business which includes bookkeeping audit and Financial assessment. This assessment will show you what’s going right and what’s going wrong. It will spot any red flags and opportunities for growth. It will also give you a roadmap of what I think needs to happen within the next 12 months in order for you to make more money. 2. Bookkeeping service engagement: Once we signed a bookkeeping contract, we will conduct a kick off meeting to set up your accounts on QBO, and communicate monthly expectation for you as a customer and my duties as an accountant. Each month, a complete financial performance report will be sent to you and we will be scheduling a meeting to walk over your financial statements. During the monthly service, you can communicate with me anytime through email or text for information updates and, anything! Building a good relationship is the most important part of outsourcing collaboration. 3. If you also signed up for CFO services, this is what it's like to be working with me as an outsourced CFO: - we will set up our first kick off meeting to set targets for your business (financial goals ) for revenue, profit, cashflow drivers, we will create a high level pricing target and conduct different what if analysis to see how the price adjustment affects your cashflow and profit. - After this kick off meeting, each month I will be creating forecasts, compare the actual financial performance to the targets, conduct in depth ratio analysis for different profit and cashflow drives, in that way we can identify strengths, weaknesses, opportunities for growth, and all the analytics will be converted into non-accounting language so you as a business owner can understand what is actually going on from a managerial perspective to make the right financial decisions. All these will be communicated in our monthly CFO meeting. You will go home with a solid action plan until next month's meeting to improve your business financials. 3. Druzy Financials also offers Tax services, our tax expert will set up a free consultation call with you at first, if we are a right match for the tax service, we will start the tax planning right away and get you ready for the tax season until its time for tax season, your tax return will be prepared with the most accurate and tax saving focused financials.

• What education and/or training do you have that relates to your work?

  - Bachelor of Science in Accounting - QBO Advanced Certificate - Certified CFO from The CFO Project