DIAGNOSTIC AND PLAN
Diagnostic review of your current bookkeeping system to help you understand your books and identify the problem areas. We believe an understanding of what the numbers mean, is more important to your success than just knowing what the numbers are. That’s because an informed business owner is more likely to make better financial decisions and achieve a higher level of profitability.
CLEAN UP AND PROCEDURES
Let’s get your books in tip top shape so you can be assured of your financial position. Having accurate, rock solid books is essential to not only running a profitable business but also to representing your business to investors, creditors and stakeholders in the best light possible. Poor bookkeeping can also lead to errors in your tax filings, which can result in costly penalty and interest charges. To avoid these problems, it’s important to keep your books in good order and up to date. Once we have your foundation in place, we can implement new processes to ensure you are getting the best data possible.
ONGOING PARTNERSHIP
Ongoing monthly services to help you stay on top of your situation, to advise you as you move forward and to take the routine tasks and bookkeeping off your plate, so you can focus on what matters most to you. In addition to our ongoing monthly bookkeeping services, on an as needed basis, we’ll prepare monthly financial statements, review your results of operations, including trends in sales and expense categories, review your capital resources and liquidity, including trends in cash flow, enter your accounts payable and receivable, generate 1099’s, set up and file sales tax and provide guidance with KPI tracking and financial forecasting of your key revenue and expense items.