Accounting Done For You
Don’t Waste Your Valuable Time on Accounting and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients!
Most small business owners waste valuable time attempting to manage finances and keep up the accounting end of their business when the time could be far better spent focusing on the service or the clients your business specializes in.
The successful small business owner knows that spending more time on work means generating more profit. Leave the tedious, time-consuming job of bookkeeping and accounting to the professionals!
Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following accounting and bookkeeping services, which benefit your business in the following ways…
Bank reconciliation
Identify lost checks, lost deposits, or unauthorized wire transfers.
Detect and prevent embezzlement of funds from within your business.
Track your business growth and manage your cash effectively.
Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.
Income statements
We will provide you with regular profit / loss statements that will help you track the operating costs of your business.
Understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.
Track increases in product sales or returns as a percentage of your sales.
Determine your current tax liability.
General ledger management
We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.
Balance sheets
Gives you a snapshot of the financial health of your business at any given point of time.
Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.
Balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.
We can also customize our service to you by adding…
UNLIMITED CONSULTATIONS.
Management of payroll through outsourced payroll companies.
Tax planning and preparation.
Any number of a wide variety of financial services that would benefit your business.
QuickBooks Services
Making Things Easy
Save time and money with QuickBooks. QuickBooks financial management software was created with small to mid-sized business owners like you in mind. QuickBooks has proven stability. It’s been around for years, and its broad customer base is testimony to its reliability. Not only that, but it comes with a bargain price. It doesn’t matter if your income is a little or a lot, QuickBooks handles your receipts and payables with the same ease at a very affordable price and it grows as your business grows.
Benefits include…
Save time by dealing with common tasks automatically.
Generate and customize reports with ease.
Easily customize and adapt your setup so that it will work the way you need it to work for your business.
Reliable, easy data sharing with hundreds of other business applications including Microsoft Office.
Manage invoicing and payments online — No more check-in-the-mail syndrome.
Integrate merchant account service with your software so you can easily accept credit card payments — no additional hardware or software required.
Pay bills online by setting up your current bank account in QuickBooks. Write checks in QB, click a button, and your financial institution does the rest.
“Hassle-Free” Setup
Let us set up QuickBooks for you, helping you avoid days (or potential weeks) of hassle and aggravation! When hiring us to set up QuickBooks for your business, you won’t lose any time on installation and setup of the system.
We will…
Review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.
Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.
Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
Enter any transactions as of your start date into the QuickBooks system.
Train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.
Follow-up training to make sure the system is working seamlessly for your business.
Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.
Training for You and Your Staff
The quick and simple “fix” to any potential QuickBooks problems. Our one-on-one instruction is the perfect way to begin your QuickBooks experience.
No more wasting time on the generalities introduced in a typical class by having our expert come directly to your office with the goal of teaching you exactly what you need to know about your QuickBooks setup for the smooth operation and efficiency of your particular business.
Our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately.
Reset Your QuickBooks
Does your bookkeeping need a little housecleaning?
If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our experts assist you with our “reset” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.
We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.
Let Us Help:
Ready to schedule an appointment?
Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!