You handle the vision.
We handle the Bookkeeping.
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Solutions We Offer...
We provide an extensive repertoire of services for all of your bookkeeping needs. If you are seeking something not explicitly listed here, please reach out — we have you covered.
Full Charge bookkeeping means a 100% focus on your accounting. Remote means that we will professionally and accurately handle your bookkeeping needs off-site for your business.
Bookkeeping ProAdvisors provide high quality and experienced professionals to manage your bookkeeping. The software we use provides the highest level of computer and user protection, including accountability of our staff and complete insurance against fraud and dishonesty. We take the privacy and protection of all confidential data very seriously.
We know how important it is for you, the business owner, to have accurate financials at your fingertips. It needs to be readily available to be able to manage your business, your cash flow, your growth and your net worth. We also understand how crucial your P&L and Balance Sheet accuracy is to your banker in establishing the ability to borrow or finance. We teach you how to read your financial statements to get the most value from them.
Proper budgeting, flex budgeting, and knowing how to make adjustments to budgets in up and down cycles is extremely important to the cash flow of your business. Proper cash flow management reporting allows the business owner to plan better and provides peace of mind. Most remote bookkeeping services do not provide or understand the value of cash flow and budget reporting. Our experts assist you in knowing how to read and use budget and cash flow reporting to control costs and increase profits.
How many business owners hand over a mess of receipts and inaccurate financial reports to their CPA, Tax Accountant, or Tax Preparer at the end of the year– hoping they can reconcile for you and save you money on tax liabilities? The truth is that most business owners do not have reconciled and accurate financials to hand over to the Tax Preparer. This causes a very high cost and expense to the business owner, whereby the Tax Professional has to charge high fees to “clean up” the books before taxes can be prepared.
We are also experts in Tax Preparation and can take the tax planning off of your shoulders so that you can focus on running your business.
We are not just Bookkeeping Experts, we are also business consultants that solve business and financial problems. We are professionals with decades of experience showing and teaching the business owner how to engineer profits, control costs, and maximize your cash flow– all by using sound and pre-planned systems.
It is not unusual that business owners have their accounting or books in a state of confusion and inaccuracy. Most business owners don’t have the time to focus on running the business and having to pay close attention to reconciling the bank accounts monthly monitoring invoicing, payables and collections. As a result, your books may not be in good shape and may not be accurate. That hurts your ability to manage the business with sound information.
We provide an efficient process of “cleaning up the books” to get you a fresh start and lead the way to professional and accurate financial reports that make it easy for taxes and managing your business.
Most business owners do not have efficient systems of accurate and timely Invoicing, Credit and Collection policies, and it remains the number one cause of poor cash flow in their business.
We provide an assessment to determine the health of your invoicing and collections. We have a multitude of solutions for just about any type of business and industry.
If your business is in need of a CPA or true tax planning, we have the resources to provide all the help you need.
Does your Corporation have up to date Corporate Documents? For example, are the Corporate resolutions for business actions taken throughout the year? Is your business in “Good Standing” with the State that you are Incorporated in? Does your Corporation or business entity have up-to-date and accurate “Minutes of Meetings?” Does your business have Shareholder agreements, Buy/Sell agreements, and Insurance policies to protect your Corporation?
The shocking facts are that the vast majority of business owners DO NOT have their Corporation or business entity protected. This could lead to fines, penalties, and lawsuits that can put your business under.
Our Corporate Compliance is an Industry Leader in protecting all types of business entities and business owners.