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
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