Simplifying Finance for Small Businesses in Maine
About Highlight Financials
Highlight Financials is a Maine-based consulting firm specializing in helping small service-based businesses with accounting, financial planning, and business optimization. Our mission is to provide personalized financial guidance, enabling entrepreneurs to achieve stability and growth. With a focus on clear communication and tailored solutions, we support businesses at every stage of their journey. Located in the coastal town of Scarborough, we bring a local touch to professional financial services.
Sara Morris, founder of Highlight Financials, is an experienced accountant and small business consultant with a passion for empowering entrepreneurs. With over a decade of experience in corporate accounting and financial management, Sara brings expert knowledge and a deep commitment to helping small businesses thrive. She holds an MBA and several degrees in accounting and science, and she’s dedicated to making financial expertise accessible to all.
Our Services
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Start-Up Quick Start Package - $100
The Start-Up Quick Start Package is ideal for new business owners seeking essential tools to establish a solid financial foundation and get their finances in order.
* Accounting Spreadsheet Template
A simple, ready-to-use tool to track income and expenses, helping you stay organized and on top of your finances.
* Cash Forecasting and Budgeting Spreadsheet Template
A basic tool to manage and predict your cash flow, ensuring you always know what’s coming in and going out and allocate resources effectively.
* 30-Minute Q&A Session
A live session to guide you through the templates and provide personalized support, ensuring you’re set up for success.
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Growth Package - $500
The Growth Package is designed for business owners who have been in operation for over a year and are ready to optimize their financial systems, improve efficiency, and confidently take their business to the next level.
* QuickBooks Implementation (with Product Discount!)
Get set up with QuickBooks quickly and easily, along with a special discount to save on software costs.
* Cash Forecasting Spreadsheet Template
A detailed tool to manage and predict your business’s cash flow, helping you plan for growth and avoid cash shortfalls.
* Budgeting Spreadsheet Template
A comprehensive budgeting tool tailored for small businesses to effectively plan and control spending.* Evaluation of Current Financial Practices
An expert review of your existing financial processes, with recommendations to streamline and improve efficiency.
* 1-Hour Q&A Session
A personalized, live session to address your specific questions and guide you through implementing the tools in your business.
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Continued Services
Bookkeeping: Ongoing tracking and management of your financial transactions to keep your books accurate and up-to-date.
Continuous Evaluations: Regular reviews of your financial practices to ensure efficiency and identify opportunities for improvement.
Payroll (Implementation and Service): Setup and management of payroll systems, including employee payments and tax filings.
1099 and Vendor Payments: Streamlined management of vendor payments and 1099 preparation to ensure compliance and timely payouts.
Collections Management: Proactive oversight and handling of overdue accounts to ensure timely collection of receivables and maintain healthy cash flow.
Contact us for a customized quote on our continued services.
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Ad Hoc Consulting
Custom Financial Reporting: Tailored reports to provide specific insights into your business's financial health.
Budget Creation and Analysis: Assistance with developing or reviewing your budget to align with your business goals.
Cash Flow Optimization Consultation: Expert advice on improving cash flow management for sustainable growth.
System Setup and Migration: One-time setup or migration of accounting systems, such as QuickBooks or other platforms.
Strategic Planning: Financial strategy development to help guide long-term business growth and profitability.
Policy Review: Comprehensive review of your financial policies to ensure best practices and compliance.
Contact us for a customized quote on our ad hoc services.