Managing the financial aspects of your company can be stress-inducing, time-consuming, brain-melting business.
There are many phases to this money-managing mania. There are the beginner business owners who don’t even know where to start. The “on-their-way” owners who are flying by the seat of their pants and just hoping they’re doing it right. And there are the established pros who are just flat out tired of wearing the accounting hat.
If you’re:
Trying to learn QuickBooks Online for the first time
Looking to tune-up the current state of your books with 1:1 support
In need of someone trustworthy to take over your financial management
Seeking clarity regarding the interpretation of your numbers
In need of a partner to guide you in business decisions
Hoping to be proactive instead of reactive
It’s time to reduce your stress by working with a valued partner who can empower you to take control of your business finances, confidently make educated decisions, and ultimately grow your business.
No matter where you are in your business, we can help.
Demystifying Bookkeeping with the PRIMED FOR ACTION Course
We understand that new businesses aren’t always prepared to hire an accountant right off the bat. You should still have comprehensive access to the numbers behind your business.
Our course, PRIMED FOR ACTION, makes sure you are able to utilize QuickBooks Online to its full potential and maximize the app’s offerings.
We know the system can be intimidating, at first. You shouldn’t be expected to become a financial expert overnight.
This course is an owner’s manual with heart. We want you to get the best out of QuickBooks Online so you can get the best out of your business!
Wherever you are on the journey to full financial clarity, we are here to lend a hand. Let us obsess over the numbers so you don’t have to. It’s kind of our thing…
Confidence-Building Consulting Packages
When starting a new business, bootstrapping is often the name of the game, but sometimes you need a little guidance along the way. Our packages and customized sessions are perfect for the DIY bookkeeper that wants to make sure they get off on the right foot.
If you are an experienced business owner, you have probably seen that your business is constantly morphing. Having a trusted pro by your side can help you to be adaptive and proactive. Getting in front of a problem before it becomes a fire drill will save everyone a lot of grief.
Whether you are just starting out or have been in business for a while, one-on-one support will give you the tools you need to manage your business’s finances with ease.
Choose one of our packages below or customize your session.
QUICKBOOKS ONLINE QUICKSTART
Are you new to QuickBooks Online? Do you want to feel confident using the software to manage your business’s books? Are you planning to DIY your bookkeeping, but want to know best practices for effective financial management?
This package includes:
A recommendation of the best QuickBooks Online version for your business as well as initial setup completed by one of our CPAs.
2 1-hour training sessions with one of our CPAs to walk you through the basics of QuickBooks Online. We will show you how to navigate the software, what processes need to be completed monthly, and how to run monthly reports. These sessions will be customized to the needs of your business so that you can get the most out of QBO and learn what needs to be done to stay on track.
Access to our Primed for Action with QuickBooks Online course. Refer to our library of 47 screencasts when new bookkeeping issues arise or to refresh your memory if you have forgotten how to do something.
Email support for 1 month following your sessions.
Package price: $899
BOOKKEEPING REBOOT
Calling all DIY bookkeepers. Do you feel comfortable with the state of your business’s books? Chances are if you are a busy business owner that your answer is “no”.
No judgement! There is a lot to juggle as a business owner and often times your bookkeeping and financial management may fall to the wayside as you focus on other business tasks.
This package is designed to offer a comprehensive review of the current state of your books, and make recommendations as to tune-up items and changes you may need to make before tax time so that your tax filing process is as seamless as possible.
This package includes:
A recalibration of your books. We do a deep dive into your current reports in order to make recommendations as to corrections, process improvements, and report optimizations.
A 1-hour consulting session to review our findings with you. We also share information regarding best practices for your ongoing bookkeeping and may troubleshoot software and app issues with you.
1 month of email support to assist you as you implement the recommended changes.
Package price: $999
CUSTOMIZE YOUR SESSION
Don’t see what you need above? Customize your session. This session can take many forms, but it may look like this:
QuickBooks Online Ongoing Support: Need help troubleshooting some issues with the software? Schedule a session with one of our CPAs.
Q&A for ongoing issues related to your business whether that pertains to tax issues, bookkeeping matters, or financial processes.
Business check-in. Your business is constantly changing. Sometimes your processes need a little maintenance, and you need to address new issues. We are your partner in assessing these exciting changes.
Customized Session Price: $449
Ongoing Monthly Services
If you’re ready to outsource the management of your business finances, our ongoing monthly bookkeeping and accounting service is perfect. You’ll receive a dedicated team member to help you each month as well as CPA review.
When you opt for monthly services we:
Customize your chart of accounts to fit your business. This composes a complete listing of the accounts we will use to categorize your transactions into an accounting compliant format that allows for some tailored design. We work with you to understand how we can organize your data to make business decisions easier for you. Using custom reports, we present information in the way you want to see it.
Categorize all transactions that sync from your business bank and credit card accounts, from income and expenses to equity and assets. Unusual transactions? No problem. We apply accounting principles and use our knowledge of applicable tax laws to make sure all transactions are properly classified.
Perform journal entries. Journal entries are often necessary to make adjustments to your books or for unusual transactions. They require knowledge of the double-entry system (debits and credits). You explain the transaction or event that occurred, and we make the necessary journal entry. We also take care of closing journal entries at year-end to assist your tax accountant.
Reconcile every account – checking, savings, credit cards, lines of credit, Paypal, Stripe, etc. This process detects system errors and helps to ensure that transactions are properly categorized.
We assist with apps. Are you using Shopify, Bill.com, or Gusto? We assist with the setup, customization of settings, and mapping of accounts to ensure you start off on the right foot. We also troubleshoot connectivity issues and we ensure the data coming from these apps is properly accounted for in Quickbooks Online.
We provide internal reports for your review. Each month we provide an up-to-date Profit and Loss Statement and Balance Sheet for you to look over. These customized reports are saved and available for you at any time. With real-time data you are poised to make decisions and are more equipped to handle the challenges that your business faces.
We provide ongoing support. We answer your questions pertaining to tax guidance, administrative setup of your business, accounting software questions, bookkeeping best practices, and more. We always want you to feel supported and in control.
Advanced Accounting SERVICES
Bookkeeping is only one piece of the financial management puzzle. It is also important to not only analyze historical data, but also to project what is coming down the pipeline for your business and think about how you might adapt given various scenarios.
Business owners often have a lot of questions looming around in their heads.
Are my inventory levels accurate?
Should I hire new employees?
Is my gross margin high enough?
Will I be profitable a year from now?
The exercise of creating a financial forecast is an important one. It can provide the insight and organization you need to make important and often difficult decisions on behalf of your business.
Further, forecasts are often required by lenders and investors so if you are looking to grow your business, it is a crucial first step to take.
FORECASTING BOOTCAMPS
Many business owners aren’t sure where to start when creating a financial forecast for their business. We want to walk you through the process every step of the way. With one-on-one sessions paired with our customized approach to forecast building, you will be well on your way to making informed, data-driven decisions regarding your business.
