Power is knowledge and the knowledge gained by knowing the financial health of your business is critical to improved profitability and growth of your business. You simply cannot make sound business decisions without accurate finances to base those decisions around.
- Quick Pro Advisor – we offer unparalleled QuickBooks consulting. We have QuickBooks Pro Advisors on staff with many years of experience with all IntuitQuickBooks products.
- Weekly, Monthly, Quarterly Bookkeeping – we offer competent, well trained bookkeeping staff that can come to your office as often as needed to handle the simplest or most complex business bookkeeping.
- Account Reconciliation – we offer complete account reconciliation of monthly bank accounts and credit card accounts as well as resolving the most complex, tangled account problems.
- Payroll development and assistance – we will assist you in setting up your payroll process correctly, can set up direct deposits for your employees and help you understand your payroll tax liabilities and teach you how to pay them. If you prefer to have an outside company handle your payroll, we can assist you in using a payroll company, such as ADP, Paychex, etc.
- Tax Preparation – as tax time draws near, we will help you organize your business finances and with the assistance of your accountant or CPA, will help you minimize your tax burden. One year or multiple years, we can get you ready, accurately and on time.
- Accounting Department Staff Training – we can evaluate the existing staff in your bookkeeping or finance department, make recommendations, help you hire qualified staff and offer comprehensive training of existing bookkeepers to help grow and improve profitability.
- A/R Review and Management – receivables, the money that your customers owe you, are very important to manage. We will review your receivables and develop processes and procedures to minimize collection issues and assure you receive the money you are owed.
- A/P Review and Management – payables, the money you owe to your vendors and for office overhead, is critical to the profitability of a company. We will review payables and help you develop a system to accurately track and pay those bills.
- P & L Review – a profit and loss, a listing of your income and expenses, will tell you where you make your money and where you spend it. We will develop an accurate P&L that will separate your income in to the categories that will allow you to see what services or products are most profitable in your business, break down the costs to sell those products or services to your customers and show you what it costs to keep your business operating.
- Balance Sheet Review – a balance sheet tells you about your assets and liabilities and is a health report on your business. Accuracy is important and critical for the knowledge needed to understand the health and soundness, we can help you record this information correctly.
- Cash Flow and Profitability Analysis – cash is the lifeblood of any business and understanding its movement through your business is very important. We will educate you on the cash flow in your business, and develop forecasts for the future and help you plan for the growth and improved profitability this knowledge will give you.
- Cost Analysis – there are fixed costs associated with keeping your business doors open and costs associated specifically with bringing your products and services to your customers. We will delve in to your accounting and business finances and show you where your profits are going and help you to minimize these costs.
- Budget Development Analysis – planning for the business future is the critical step to take when growing your business. We will help you analyze the past financial history of your business, help you develop a realistic budget, and plan strategies for holding to this budget. Realistic growth is achievable through proper financial management and a budget is key to this process.
- CPA Liaison – we will work hand in hand with your CPA to develop proper accounting processes to accurately record your business finances; at tax time, in the event of an audit, financial reorganization, or any time required.
- IRS/Department of the Treasury Liaison – we can help you with any issues with the IRS/Department of the Treasury. Working with your accountant and attorney, we will help you organize and gather relevant materials, assist with offers of compromise and payment of tax liabilities.
- CPA Referral – we have a a list of CPA’s and accounting firms with whom we have worked and will be happy to offer referrals.