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WE WILL SET YOU UP FOR SUCCESS!!!

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THESE VIRTUAL SERVICES ARE PERFECT FOR YOU IF:

  • Your Financial Records Are In Disarray And You Need To Get Organized Before You Move Forward

  • You Have Tried Performing Bookkeeping Tasks On Your Own But Were Perhaps Unsuccessful

  • You Attempted To Switch From One Bookkeeping System To Another And The End Result Was Incorrect

  • Your Business Year-End  Is Approaching And Your Financial Records Are Less Than Accountant/Tax Ready

OUR OBJECTIVE: TO TAKE YOUR DISORGANIZED AND/OR INCOMPLETE FINANCIAL RECORDS AND ...

  • Diagnose Any Issues/Problems

  • Report Findings To You

  • Make Recommendations And Offer Solutions

  • Perform A Bookkeeping Cleanup Or Get Your Business Set Up On QuickBooks

  • Prepare "Accountant Ready" Files 

  • And MOST IMPORTANTLY ... Give You  Complete "PEACE OF MIND".

WE ALSO OFFER DIAGNOSTIC REVIEWS ...

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With A DIAGNOSTIC REVIEW, We Will Examine Your Bookkeeping Records (Whether You Work With Spreadsheets Or QuickBooks), And Give You A Diagnosis Of Any Issues That We May Find. 

Once We Review The Records, We Will Prepare A COMPREHENSIVE REPORT  Of Any Issues/Errors, And Identify Corrective Solutions With You In A Video Conference Report Review.

Upon Completion Of The Review And Subsequent Recommendations, You Are Then Able To Make The Decision Of Whether To Prepare The Changes Yourself (When Changes Are Minimal), Or To Move On To Our Next Service ... The BOOKEEPING OVERHAUL (When Changes Are More Extensive).

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PROCESS FOR ALL SERVICE PRODUCTS

STEP ONE: ONBOARDING DOCUMENTS

- We Invite You To Check Out Our LIST OF SERVICES BELOW 

- Here You Can Review All Our AMAZING VIRTUAL SERVICES 

- Each Service/Package That We Offer Will Be Listed With An Associated ONBOARDING LINK

STEP TWO: INITIATE SERVICES WITH INTAKE FORM

- Once You Have Chosen Which Service Will Be Perfect For You, And You Have Clicked On The ONBOARDING LINK, You Will Receive An INTAKE FORM Where You Will Provide Us With Some Information About Your Business.

- After We Have Reviewed This Intake Form, We Will Email You A WELCOME PACKAGE This Email Will Contain An INVITE FOR A "FREE DISCOVERY CALL" Where We Will Discuss The Next Steps

PROCESS FOR DIAGNOSTIC REVIEW/CLEANUP

STEP THREE: FILE TRANSFER AND DIAGNOSIS (AFTER "DISCOVERY CALL")

- If You Are Using QUICKBOOKS ONLINE:

  You Will Need To INVITE Us As Your "Accountant".  We Will Then Have Secure Access To Your QB'S Records

- If You Are Using QUICKBOOKS DESKTOP:

  We Will Request A Portable Company File Which You Can Share With Us Through DROPBOX.

- We Will Now Proceed With The DIAGNOSTIC REVIEW 

- We Will Identify Any Issues/Problems, And Prepare A Report With Our Findings

STEP FOUR: DIAGNOSTIC REPORT AND RECOMMENDATIONS

- We Will Then Send You Our DIAGNOSTIC REPORT

- This Report Will Contain A List Of Any Issues And Bookkeeping Items To Address

- We Will Give A GRADE Which Will Identify The Level Of Importance That We Attach To The Issues We Discovered.

- Next, We Set Up A Virtual Conference To Discuss Recommendations And Solutions That Best Suit Your Business Needs.

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STEP FIVE: DECISION TO PROCEED WITH OVERHAUL ...

- You Will Now Decide If You Would Like To Make The Necessary Changes/Adjustments On Your Own, Or If You Choose For Us To Perform The BOOKKEEPING CLEANUP. If So, We Will Begin Gathering The Required Supporting Documents (Digital Copies) From You.  We Will Utilize DROPBOX  For FILE SHARING.

- We Will Send You A Detailed List Of Items You Will Share With Us:

       Bank Statements

       Credit Card/Loan Statements

       Asset Purchase Invoices

       And Any Other Documents We Require 

- Now ... Let The CLEANUP Commence!!!

OUR SERVICES

BOOKKEEPING CLEANUP

 

With A BOOKKEEPING OVERHAUL, We Will First Perform A DIAGNOSTIC REVIEW Of Your Books.

If There Is An Extensive Amount Of Changes/Adjustments Required, We Will Then Make The Necessary Corrections So That The Files Are Perfectly ORGANIZED And OPTIMIZED. As A Result, Carrying Forward, The Files Will Be More User-Friendly And Easier To Maintain, Thus Saving You Time, Stress, And Most Importantly, Money.

If We Have Completed Corrections Through To The End Of Your Business Year, The Files Will Be Accountant/Tax Time Ready ... And Even Better, You Will Enjoy Being Able To Start Off The Next Business Year With A Completely Accurate Set Of Books.

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YEAR-END FILE PREPARATION

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With A YEAR-END FILE PREPARATION, We Will Take Your Prepared Year-End QUICKBOOKS TRIAL BALANCE  Or BOOKKEEPING SPREADSHEETS And:

  • Review Them For Correctness

  • Make Any Necessary Minor Corrections 

  • Prepare A Virtual "Binder" (PDF File) Containing Copies Of Everything Required By Your Accountant/Tax Preparer

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QUICKBOOKS SETUP

 

With QUICKBOOKS SETUP, We Will Set Your Business Records Up On QUICKBOOKS DESKTOP Or QUICKBOOKS ONLINE For Perpetual Bookkeeping Carrying Forward.

This Service Will Include:

  • Chart Of Accounts Setup

  • Preparation Of Beginning Balances

  • Accounts Receivable Setup

  • Accounts Payable Setup

  • Assistance With Linking QuickBooks Online To Banking/Credit Card/Loan Accounts.

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YEAR-END REPORTING CONSULTATION

 

With A YEAR-END REPORTING CONSULTATION, You Will Join Us For A 2-Hour ZOOM MEETING Where We Will Discuss The Bookkeeping Files, Financial Reports, And Supporting Documents That Are Required For Your Accountant/Tax Preparer.

This Service Will Include:

  • One 2-Hour Zoom Meeting

  • Discussion About Required Reports/Documents 

  • Printable Year-End Checklist (PDF Document)

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