Welcome, We Rock the Spectrum!
WANT TO KNOW WHAT YOU GET FOR YOUR $150.00/MONTH?
ACCOUNTING BASICS
QUICKBOOKS ONLINE SUBSCRIPTION
YOU GET A QUICKBOOKS ONLINE SUBSCRIPTION WITH THE SIMPLE START PLAN. *NOTE - IF YOU NEED A MORE ROBUST PLAN, WE CAN GET THAT FOR YOU AND YOU'LL PAY THE DIFFERENCE (AT OUR DISCOUNTED PRICING).
CHART OF ACCOUNTS
WE PROVIDE YOU WITH AN EASY TO USE CHART OF ACCOUNTS THAT YOU CAN USE TO SET UP YOUR GENERAL LEDGER ACCOUNTS IN QUICKBOOKS, OR FOR A REFERENCE TO MODIFY WHAT YOU ALREADY HAVE.
MONTH END CHECKLIST
WE PROVIDE YOU WITH A MONTH END CHECKLIST SO THAT YOU UNDERSTAND WHAT STEPS YOU SHOULD BE PERFORMING IN ORDER TO PROPERLY CLOSE YOUR BOOKS EACH PERIOD. THIS GIVES YOU BETTER REPORTING AND WILL MAKE PROVIDING INFO TO YOUR TAX PREPARER A BREEZE AT YEAR END!
ACCOUNTING SUPPORT
MONTHLY REVIEW OF FINANCIAL STATEMENTS
YOU COMPLETE THE BOOKS AND CLOSE THE PERIOD USING THE CHECKLIST, AND WE THEN REVIEW YOUR NUMBERS AND PROVIDE NOTES, RECOMMENDATIONS &/OR AREAS OF CONCERN SO THAT YOU HAVE A BIG PICTURE PULSE ON YOUR BUSINESS' FINANCIAL PERFORMANCE.
MONTHLY FINANCIAL STATEMENT PACKAGE WITH METRICS
WE COMPILE REPORTS FROM YOUR POS SYSTEM AND QUICKBOOKS AND COMBINE ALONG WITH OUR NOTES AND SELECTED METRICS IN ONE EASY TO READ PACKAGE.
QUICKBOOKS OR BOOKKEEPING SUPPORT
YOU WILL HAVE A DEDICATED EMAIL TO REACH US FOR SUPPORT. SEND US A NOTE ABOUT AN ISSUE OR QUESTION YOU HAVE, AND WE WILL RESPOND WITHIN ONE BUSINESS DAY WITH THE ANSWER, OR WITH A LINK TO SCHEDULE TIME TO MEET WITH US (FOR MORE COMPREHENSIVE QUESTIONS OR IF SCREEN SHARING IS NEEDED). YOU CAN ROLL OVER UNUSED HOURS FROM MONTH TO MONTH*
* MAXIMUM OF FOUR "BANKED" HOURS
ADDITIONAL SUPPORT
CONSULTING
IF YOU NEED ADDITIONAL HELP WITH QUICKBOOKS, ACCOUNTING ITEMS, ADVICE ON BEST PRACTICES AND PROCEDURES IN ACCOUNTING OR PAYROLL/HR - BOOK TIME WITH US AND WE WILL ADD IT TO YOUR NEXT BILL.
ACCOUNTING & BOOKKEEPING SERVICES
WANT US TO HANDLE YOUR ACCOUNTING, OR SOME OF THE ACCOUNTING TRANSACTIONS OR PROCESS EACH MONTH? WE CAN DO THAT!
CONTROLLER SERVICES
NEED HIGHER LEVEL SUPPORT, SUCH AS PREPARING FORECASTS, PROJECTIONS &/OR BUDGETS? WANT SOMEONE ON YOUR TEAM WHO CAN PROVIDE ADVISORY SERVICES ON A REGULAR BASIS? USE US FOR FRACTIONAL CONTROLLER SUPPORT.