As a small business owner, your money is one of your most effective tools for success and growth. But you also have a lot of responsibilities and maybe your time is spread thin. On top of all the other tasks you have to do for your business, managing your money- your income and expenses- can become a time-consuming responsibility. But just like running your home, one important aspect of operating your business is understanding your financial situation. Reviewing your financial statements provides you an opportunity to look out for weak spots in efficiency or effectiveness and create strategy.
We help our clients make the most of their financial management software. By connecting your business bank account your Quickbooks account, rules can be applied to new, recurring, or recognizable transactions. The rules communicate where each transaction you have should show up on your Profit and Loss and other financial statements- categorizing them automatically!
When you allow us to manage this for you, you will be able to focus on other work for your business. While you still provide oversight to ensure correctness, with your permission though providing us Accountant Access we will categorize and organize your transactions; then we send you a copy of your Profit and Loss statement for your review.
If you can manage your bookkeeping this way for your business, how much time or money could you save on this business expense?
Price $60*
*This price reflects 30 minutes of time. Typically, this service does not exceed 30 minutes. However, if this service requires more time, the time will be billed at our usual rate of $120 per hour.