Additional services

✓ E-commerce
✓ Payroll
✓ Payroll taxes
✓ Payroll setup (beginning of the year vs mid-year)
✓ Budgeting
✓ Conversion to QBO
✓ Clean-up
✓ Catch-up (bringing books up-to-date)
✓ Sales tax registration
✓ Cash flow planning
✓ Multicurrency GL and reporting
✓ Multicurrency setup
✓ Multicurrency training
✓ Business review
✓ Business planning
✓ Business advisory
✓ Custom reporting
✓ Year-end in-depth management report
✓ Year-end in-depth performance report (KPI report)
✓ Business registration
✓ Workflow automation
✓ Workflow design
✓ Workflow and efficiency analysis
✓ Business optimization (admin component)
✓ Template design
✓ Training

BUDGETING

Budgeting ensures that money is allocated to those initiatives that support the strategic objectives of the business. It ensures that the business can fund its current objectives and make sound financial decisions. We can show you how to choose budget figures and enter them in the system, as well as report on actuals vs. budgets.

CASH FLOW PLANNING

Cash flow is the net amount of cash that an entity receives and disburses during a period of time.  A positive level of cash flow must be maintained for an entity to remain in business.  The time period over which cash flow is tracked is usually a standard reporting period, such as weekly, monthly, quarterly, or yearly.  We can create this report for you, so you will be in control of your valuable liquid assets.  

CLEAN-UP

Oftentimes, we find that clients who work in QuickBooks on a "DIY" (Do it Yourself) basis without any proper guidance land up in a quagmire of records that don't make much sense. That's because QuickBooks is such a forgiving system and allows non-financial business owners to make entries that they wouldn't enter if they were given proper guidance. We offer cleanup services so that your QuickBooks records will make sense and provide you with true business intelligence. Furthermore, we will train you to use your system properly going forward so that you won't find yourself sinking into a swamp of meaningless numbers ever again.

CATCH-UP

These services include reviewing the balance sheet and the income statement, verifying transactions for agreed on period(s) and entering missing transactions.  Services also include making sure records are accurate and up-to-date.