Accounting Software Setup, Data Entry, Bank Reconciliation, Zero-Based Budgeting, Cash Flow Projections, Custom Financial Reports, Personal Budgeting, Payroll, Ratio Analysis, Accounts Payable and Receivable Analysis, Advisor Services, Establish Policies and Procedures, Comprehensive Overview
Accounting Software Setup
First and foremost, we will set up and customize the accounting software to suit your business needs. In addition to updating and managing your software, our Certified QuickBooks Pro Advisor can teach you the process so you'll be more familiar moving forward.
We can enter your data manually, the old-fashion way, or we can connect with your bank account using QuickBooks so that the data is imported daily. You decide, we can do either.
We will review all transactions from the bank and credit card statements to match the transactions in your accounting software.
Create a budget where you can allocate income and expense to a specific category. Your budget will be zero. You will understand where your money is going down to the penny.
Cash flow Forecasting
These help you to better understand where your cash is coming in from and where it's predominantly being spent. This can be done on a monthly or daily basis depending on your need.
Custom Financial Reports
A Profit and Loss Statement (also known as Income Statement) is a report that illustrates your profit and loss.
We apply several important techniques to evaluate your business and the financial statements. Ratios are critical in helping to determine the health of your business.
Accounts Payable & Receivable Analysis
Do you know the average time it takes you to pay a vendor? How quickly are your customers paying you? The answers to these questions are great indicators on how the business is performing.
Are you not sure what to do with all of the information and data you've gathered? This is where we can help analyze the data so you can make smart, informed decisions about your business.
Establish Policies & Procedures
We will work closely with you to discover efficient ways to transform your bookkeeping process from a disorganized state of disarray to a more manageable and streamlined approach.
Once we have set up your accounting system and established policies and procedures, we can then provide you with an accurate overview of your business.