BOOKKEEPING SERVICES TO BETTER SUIT THE NEEDS OF YOUR BUSINESS
As a small business owner, there is a lot on your plate. Keeping track of all the financials can be overwhelming and costly if there are errors, which could result in poor decision-making by faulty financial records.
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We closely monitor key performance indicators such as revenue, profit margins, cash flow, and overhead expenses to maintain the financial health and prosperity of your business.
By utilizing these metrics, you will have the necessary data to make informed decisions about your business to increase profit while meeting compliance obligations. With our assistance, you can rest assured that your financial records will be maintained accurately and efficiently, allowing you to focus on the growth and success of your business.
BOOKKEEPING
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Categorize Transactions
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Bank Account Reconciliations
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Cash Flow Management
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Prepare Financial Reports
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Accounts Receivable/Payable
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Time Tracking
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1099 Filings
CATCH UP/CLEAN UP
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Check for duplicate transactions
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Check for data entry errors
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Make adjusting entries
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Reconcile accounts
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Get financial records up-to-date
PAYROLL
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Gather and compile employee timesheets
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Execute timely payroll processing
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Maintain accurate payroll records
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Reconcile payroll accounts
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Enter new employee information to database
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QUICKBOOKS SETUP & TRAINING
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Set up QuickBooks Online subscription
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QuickBooks Data Migration
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Training on how to navigate QuickBooks
As Certified QuickBooks Online ProAdvisors, we rely on QuickBooks Online as our preferred accounting platform. It's the top choice in the industry and can handle all the accounting needs of small businesses effectively.
QuickBooks Online's great advantage lies in its ability to integrate smoothly with various apps like time tracking, expense tracking, online bill pay, and more. This makes accounting tasks simple, more accurate and saves you a lot of time and money.
HERE'S WHAT TO EXPECT:
STEP 1
Upon scheduling a consultation call, you will be provided with a meeting invitation for our agreed-upon time. During the call, you will have the opportunity to provide information about your business.
STEP 2
After our discussion and mutual confirmation that we are a good fit, we will provide you with a proposal for your review. If you approve the proposal, we'll send you an engagement agreement for you to sign.
STEP 3
Once the engagement agreement is signed, you will receive a list of what documents or access are needed in order to get started.
STEP 4
We come to an agreement on the deliverables, timeframe, and establish a schedule for regular check-in meetings.
