Data Entry: We will connect your financial accounts to your bookkeeping software and begin data entry
Reconciliation: Reconcile all your accounts and make sure that all your accounts are accurate.
Reporting: We will consolidate all your transactions and accounts. Then, prepare your financial reports for month-end and year-end. The financial statements will include Profit & Loss (Income) Statement and Balance Sheet Statement.
Provide Insight: Provide you insight into how your business is doing. This is custom tailored to how you would like to see your business. This can be year-over-year, month-to-month comparison, etc.
Payroll Services: We will process your payroll through QuickBooks Payroll and submit payroll taxes to the State and IRS.
Analyzing Data: This will consist of analyzing current and past data and assist in predicting future state of your business.
Performance and Trends: Analysis your current financial performance and identify key trends for future expenses. This will help your business be prepared for the future.
Budgeting: Create a budget that your business can compare to the actual performance. Customized budgeting for your business.
Develop and Grow: Aide in developing policies and procedures to accommodate business growth.
Financial Models and Forecasting: Provide clients with a financial model of their business and help in predicting future forecast of the business through models and financial reports.
Customized Training Manuals
Job Shadowing: This is an onsite review of how the business currently functions within all areas of the business.
Documentation: Creating a manual that suites the business while incorporating QuickBooks software into the business practice. The documentation will be previewed and approved by business, given electronically, and provide a hard copy.
Recommendations: Recommendations will be presented throughout creating the customized manual.
Processes: We will help you define your Order-to-Cash, Opportunity-to-Order, Procure-to-Pay, and any other process that is needed to be defined within your company.
Inventory: This is where we can help with any of your inventory needs.
Automation: This is where we can help assist your business becoming more automated.
Pricing: We can update your pricing at the time of price increase goes into effect. We can also analyze the custom pricing for your customer's.
Margin Percentage: We can analyze your margin percentages based on your cost of providing the service and/or products.
Any other projects that you may need to help run your business, please request and we would be happy to see if we can assist you.