Yggdrasil Financial LLC
visit site- $1,000+
- 2 - 9 employees
- Miami, FL
Yggdrasil Financial LLC is an accounting firm based in Miami. Their team of around 5 employees was established in 2019. They split their services between tax preparation, payroll processing, bookkeeping, and financial accounting for mainly small businesses.
Client Insights
Industry Expertise
70%
20%
10%
Client Size Distribution
Small Business (<$10M) 75%
Midmarket ($10M - $1B) 25%
Common Project Size
<$10K 1 project
Clients
- Fitzgerald Holdings
Highlights from Recent Projects
Yggdrasil Financial LLC was engaged by The Berkner Group, a recruiting firm, to enhance their financial control. The company addressed various financial aspects including cash flow management, margin analysis, accounting, and bookkeeping. Yggdrasil started by organizing the client's books and balance sheet, followed by the implementation of an invoicing system through QuickBooks. They also developed a cash flow forecast model specifically tailored to the client's business, and a Quick Base system for time and metric tracking. Additionally, they prepared monthly profit and loss statements and reviews, and created a margin calculator. The client reported a satisfactory engagement, with the relationship continuing since June 2019, and an investment of about $7,500.