Set-Up
You're in business doing what you love and what you're good at, which probably doesn't include your (yawn or shudder) bookkeeping and financial tracking. Making that first step to get everything organized and set-up can be a daunting task.
Set-Up
You're in business doing what you love and what you're good at, which probably doesn't include your (yawn or shudder) bookkeeping and financial tracking. Making that first step to get everything organized and set-up can be a daunting task.
We work with clients in Intuit's QuickBooks. We'll organize and input your records from prior months or years to get you current and on your way – even teach you the software. We'll also set-up your paper files to organize your receipts and statements.
Set-up includes:
- Customized chart of accounts (income and expense items)
- Receivables: customer list, invoices and deposits
- Payables: vendor list and bill pay
- Financial reports
- Record keeping: receipts, invoices, statements and clients
Support
Often, a full-time bookkeeper isn't practical. With today's software, most of the day-to-day bookkeeping tasks can be handled remotely as part of the normal routine of invoicing, paying bills and making deposits.
Support
Often, a full-time bookkeeper isn't practical. With today's software, most of the day-to-day bookkeeping tasks can be handled remotely as part of the normal routine of invoicing, paying bills and making deposits.
We understand that your bookkeeping requirements may change over time. We will work with you as your business grows and changes. We can handle your monthly work in-house or support your own part- or full-time bookkeeper.
Support includes:
- Telephone/email support as required
- Reporting and posting payroll
- Monthly or quarterly review/reconciliation
- Annual Forms 1096/1099 production
- Year-end organization for tax prep
Bookkeeping
Small businesses and independent entrepreneurs may not have the time, resources or inclination to keep track of their finances on a daily or monthly basis. This piece of the business can be easily outsourced so that this important work gets done, but not at the expense or distraction from your primary focus on your business.
Bookkeeping
Small businesses and independent entrepreneurs may not have the time, resources or inclination to keep track of their finances on a daily or monthly basis. This piece of the business can be easily outsourced so that this important work gets done, but not at the expense or distraction from your primary focus on your business.
Many small business owners make the mistake of thinking that the major reason they need to keep books is to make their tax accountant happy. This is only half right. While we all want a happy tax preparer, a sound set of books can provide the owner with on-going management information throughout the year to support business decision-making with facts and the ability to measure results: Profit & Loss, Balance Sheet, Budget Performance.
And come tax time, we want to avoid that frantic exercise to assemble everything for the tax preparer – usually resulting in lost opportunities for write-offs. Your tax preparer is a tax professional looking at ways to save you money at tax time – not organize your shoebox of receipts. That’s our job.
Bookkeeping service basics:
Posting/processing Accounts Payable/Receivable
Input credit card and other bank transactions
Monthly reconciliations and reports sent to client
Quarterly review sessions with client (2 hours max)
Consulting
Every business goes through periods when special situations arise. It may be time to expand, contract or sell. To make sound decisions, it helps to have sound, objective numbers and someone to work with to help sort your objectives and approach.
Consulting
Every business goes through periods when special situations arise. It may be time to expand, contract or sell. To make sound decisions, it helps to have sound, objective numbers and someone to work with to help sort your objectives and approach.
There are many different things that an owner or manager needs to consider during the course of a year. Non-routine business decisions need to be made. Your success lies not only in coming up with the right answers, it equally depends on asking the right questions at the start, whether it means hiring employees, attracting outside investors, or expanding the number of locations/lines of business.
Consulting services include:
Determine the client’s requirements and objectives
Produce appropriate analysis and reports
Create budgets and other metrics with client overview
Regular meetings with clients to monitor/review progress
