Financial Services for You

We Serve and Support You as You Grow & Develop Your Business

Services for You

Success Foundations

After the fact entry of historical transactions

  • Transactions entered
  • Bank and Credit Card Accounts — reconciled
  • AR & AP — review for discrepancies
  • Payroll Journal entry — net from bank accounts
  • Financial Reports — generated, basic review and delivered by 15th of the following month

Starting at $500 per month, based on a 12 month commitment

accounting working together

Sculpting Success

  • Real time accounting (multiple touches per month)
  • Transactions Categorized (auto download to QBO)
  • Bank and Credit Card Accounts – Reconciled
  • AR and AP – Monitored for Discrepancies
  • Payroll – Entered from Outside Service
  • Sales Tax – Enter payments
  • Financial Reports – generated, light review, delivered by 15th of the following month
  • May be included – Class/Location tracking, Custom Financial Statements, Payroll processing, Sales tax filing, Inter-company activities, job costing, or inventory tracking

Starting at $1500 per month, based on a 12 month commitment

Success Masterpiece

Real Time Accounting Plus Advisory Plan
Everything included in Sculpting Success plus choice of Advisory Plan

  • Operations
  • Management
  • Financial
  • Technology
  • Succession
  • Knowledge

Price to be determined based on your needs

Virtual Controller …

  • Financial – Regular reviews, Advanced Financial reports, Key Productive Indicators
  • Cash Flow – Proactively address cash flow issues and project short term needs and resources
  • AR Management – Improve cash flow and mitigate bad debt
  • Spend Management – Set spend and reimbursement policies
  • Budgeting – Set financial, and non financial, goals for the future
  • Internal Controls – Eliminate the biggest areas for internal theft

Sales Tax Returns

We offer Sales Tax Returns Quarterly and Yearly to a few clients. Please discuss this and check our availibility.

Worker’s Compensation

We prepare and file Worker’s Compensation audits and reports

Accounting Records Cleanup

We analyze transaction postings, look for and correct errors, and suggest different ways to maintain accounting records

QuickBooks Assistance — Expanded Use

We offer classes to track profitability of product lines or departments, create advanced financial statements, and use financial analysis tools to support you

QuickBooks Assistance — Software Selection

We help you compare the 15 different versions of QuickBooks to choose the right one for your company

QuickBooks Assistance — Set up Your Company

We help you define your chart of accounts, set up items, and design your financial statements

Grow & Develop Your Business

Determine Your Best Advisory & Financial Services

Art of Success is located in Lynnwood, Washington

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