Optimal spending practices are second, only to generating revenue, as a critical part of your business or organization. Yes, that’s obvious, but where we see opportunities is in how decisions are made about marketing efforts and spending priorities. This is where accounting systems come in. Of course government filings are important too but without revenue and proper spending, there would be nothing to report on right?

We don’t make marketing programs for your products or services nor do we make every spending decision for you, however we can help you gain timely accurate data from which to make these decisions. That’s our mission and our expertise.

From day-to-day accounting procedures to training you how to read and react to data, our Small Business Center (SBC) team strives to achieve this simple but invaluable objective.

Whether you want to handle accounting functions with your staff or with ours, our SBC team is ready to help you get the right data to gain the best competitive advantage.

TRY US OUT FOR FREE! Our no obligation assessment offer is a great way to see just what your accounting system can be! Click here to request an assessment! What do you have to lose?

We always ask ourselves what would we do, knowing what we know, if we were you and then share those ideas with you. To us, there are six essential tools each organization or business owner should have at their disposal to be successful and build value.
They are:

  1. Have and know how to read comparative reports.
  2. Use budgets
  3. Ratio analysis and what they mean
  4. Breakeven point knowledge
  5. Key Performance Indicators specific to your operation.
  6. Cash flow forecasting

We make sure you have the most efficient, cost effective accounting system that produces timely reports that have integrity. Then you’ll see just how these six tools become invaluable.

To create the six essential tools for you noted under the Our Approach tab above, we use the latest technologies and software apps to get these to you as soon as possible so you have a competitive advantage. Our team is certified in all the versions of Quick Books Desk Top and Online products and have over 50 years’ experience among them applying that knowledge. We also coordinate using third party applications like Bills.com, Hubdoc, Quickbooks Time, and ADP to name a few. We keep up on all the ever changing options so you don’t have to.

  

Other firms offer specific plans or groups of services they’ve chosen for you. Our mission is to give you the best way to help yourself, and then let us fill in the rest. That means it’s always changing. To lock into a specific list of fixed services doesn’t make sense for our clients. We will create a custom plan and lock in the price so you don’t have to worry about not knowing the cost.

Here’s some of what we do and the menu we can build from just to give you some ideas.

You have your own in house accountant/bookkeeper

  • Selecting the right version of QuickBooks for your business
  • QuickBooks software setup
  • Initial setup to map accounts correctly
  • Creating custom templates for invoices
  • Responsive QuickBooks support by phone or email
  • Advice on time-saving shortcuts
  • Data file review and clean up

You’re thinking about outsourcing some or all of the bookkeeping functions.

  • Enter and pay bills
  • Enter sales activity including invoicing
  • Payroll preparation options or
  • Enter payroll transactions
  • Enter banking transactions
  • Track and enter Credit Card activity
  • Bank and credit card account reconciliations
  • Process and reporting of sales/use tax
  • Inventory management

Year End Services

  • 1099 record maintenance and preparation
  • Fixed asset management
  • Personal Property Tax returns
  • Income tax returns
  • Financial Statements for banks and bonding agents

For more information on how our SBC can help your business or organization, please email Debra Boeve, Annette Freeman, James Mersman, or call at 616.459.2233.