Full Charge Bookkeeping & Payroll Administration

Many of our special projects are taking on the clean up of books, with books that haven't been kept up to date or reconciled for months or years. We can't lie, this is one of our favorite types of projects.

Another reason we are called in to clean up books is because they were left in the hands of someone who didn't really understand what they were doing, and it took a few months or years to realize maybe it wasn't the best use of their time. Many times it is the business owner who is trying to save money as they grow their business. Trust us when we say that you will not grow your business as effectively if you insist on doing the work a full-charge bookkeeper can be doing.  We can do the work in less time (because we know what we are doing and we know QuickBooks through and through), typically it's half the time that a different resource would take.

We are also experts in payroll setup and processing. We can run your payroll, take care of tax payments and quarterly filings. We file annual payroll returns and issue 1099s in January of each year.

Fractional CFO & Advisory Services

This is a service offering that most of our clients value and tell us they they could never do without it.

This service works in combination with full-charge bookkeeping or as a stand-alone service. For our larger clients we pop in at the end of each month to reconcile their bank and credit card accounts with their monthly statements. This gets a second set of eyes looking at the books to ensure accurate transaction recording, and check any inconsistencies. Once the books have been verified, we generate a set of customized reports that look at your business performance from multiple perspectives. We walk through these reports and work with you to pull out trends and observations that business owners need to be aware of.

We partner with our clients to do this work monthly, quarterly, or annually.

We also review the books at the end of each year and close up the books, at which point the reports are ready to take to your tax preparer to complete your annual tax returns.

 

Special Projects & Annual Tax Preparation

One of our favorite ways to help clients who feel overwhelmed, is to get control of their books, organize their data, quickly catch them up or straighten out their books.

Then we look at their processes and systems to be sure we look at every part to ensure best practices are implemented, and the best software is working together to eliminate the majority of manual data entry.

We have a core set of financial reports that we generate at the end and review with our clients. This is educational and enlightening for them, and we set important goals based on what we find. Then we measure the results regularly to ensure success.

We offer annual, quarterly, and monthly services as well. This is useful for clients who want to control the day-to-day activities, and yet, have a second set of eyes reviewing their books.

Next Steps...

To discuss a tailor fitted package for your business, contact us now. We can get you to the end you have in mind and help you sleep better at night!

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Financial Analysis

Since 2009

One of the first questions we ask our clients is, “What are your business goals? What keeps you up at night?”

This drives everything that we recommend and implement for them. Maybe it’s going from an old green-screen accounting system that they’ve had for 20 years to QuickBooks. Maybe it’s growing their business to the point that they can sell it and start another business. Maybe it’s having well documented processes so that they aren’t worried about a key employee being hit by a pickle truck.

Knowing our client’s end game seems basic, but it’s often overlooked, and many times, small business owners get so caught up in the day-to-day, that they don’t have time to think about the big picture. They get distracted by the issues right in front of them, and never get back to the all-important review, reflection, and strategy.

Or worse yet, they focus on the things they know and do well, and ignore the other stuff, hoping that it will all just work out for the best. By knowing where they want to go, we can keep them focused on the prize.

Whatever your issues, we can help.