Most bookkeeping companies have you pay up to $50/month to have a Quickbooks account on top of their fee. We thought it would be easier to INCLUDE the subscription to Quickbooks.
Profit & Loss Reports
Knowing where your business is at is the first step to getting where you want to be. Understanding the difference between revenue and profit is something all business owners need to see on, at least, a quarterly basis.
For businesses needing monthly reports for board meetings, more accurate tracking, or monhtly profitability and numbers, a monthly P&L benefits the client who wants to have a pulse on their business at all times.
Having expenses and income categorized properly and regularly helps to see trends in business earning and spending, makes tax time simple, and saves time and money.
Monthly categorization is ideal for our clients who have a large number of transactions (income and/or expenses) on a regular basis.
Knowing your business’s “net worth” is an important number. A “balance sheet” not only gives you the number, but breaks down where it comes from.
Similar to a “Quarterly Balance Sheet”, the monthly report gives a more regular understanding a business’s “net worth”
If you’re ever in need of a report or a transaction, you have the ability to access your QuickBooks Online account securely from anywhere at any time.
“My Accountant” Sync
Eliminate the time consuming “back-and-forth” when tax times comes around. With all the reports and transactions in one place, your tax return can be completed with ease. This cuts down the time and money you spend on tax prep each year.
Sometimes, you have a question about the financials of your business and you can’t find the answer. We’re here to help. With our “Premium” subscription, we can get an answer to your question within 24 hours.
Monthly Business Analysis
Being a responsible business owner means continuing to learn and grow within your business. We set you up to make better financial decisions for your business and its future.
Monthly 45-Minute Coaching Call
It’s hard to look at your own business and coach yourself on what to do. We help with the profitability side of things; whether that means helping you spend less or earn more. We also provide accountability by setting “action steps” on a regular basis.