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o Do you currently use QuickBooks Online (QBO) as your accounting software?
o If not, would you consider transitioning to QBO from your current software?

o Books Catchup
o Books Cleanup
o Monthly Bookkeeping Services
o Checking Account Transaction Categorization
o Credit/Savings Account Transaction Categorizations
o Timely Financial Statements Preparations and Distributions.
o Financial Statements Analysis
o Reports and Journals to support your Financial Reports
o Accounts Payable and Receivable Management
o Vendor Payments and Customer Invoicing
o Payroll Processing, including tax reporting, W-4, W-2, W3 Reporting and Payment Processing
o Please feel free to call and ask if you don’t see the service you're looking!

o We use reliable accounting software, follow best practices, and perform regular account reconciliations. Communication is the key to driving results.

o We use QuickBooks Online.

o Our services are provided to you 100% remotely. Saving you the money of having us come on site and the expenses associated with traveling to your place of business. However, we will, on a case-by-case basis, consider coming to your office but we want to be totally transparent about the cost difference. Working completely remote will keep our charges to you to at least 50% less of us traveling to your office. The time we save by not traveling to you can be spent on more important things like reviewing of your financial results.

o We will communicate with you by whatever means you are comfortable with using, but we prefer using phone and email.
o For teleconferencing we will use Zoom or Loom software. Each offer the privacy needed to discuss your financial matters anytime you would like to schedule a face-to-face call to discuss your financial results and business concerns.

Both are free for you to download on the internet, which we can assist you with if you need help.

o We do have many years of working in the QuickBooks Enterprise environment which is the QuickBooks Desktop Program with a heavy focus on the many sectors of the construction industry. The program is built to track the Job Costs and Job Performance for each job the company works on during a certain time period. However, we are not a Certified ProAdvisor for this desktop program.

o We're happy to discuss our service fees during our initial free phone consultation. Our fees are based on the specific services provided and the condition of your QuickBooks Online (QBO) account.
o To get started, we'll ask you to send us an invite to access your QBO account and provide the last 3 months of statements for each of your checking and credit card accounts. This will help us evaluate your average monthly transaction volume.
o At this point, it is very important that you disclose if you have comingled your personal and business finances at any time since you started your business.
o We'll then provide you with a written, signed estimate in the form of a range of dollar amounts. This is because the exact cost can be difficult to pin down, especially if your books need to be caught up or cleaned up. In those cases, we'll need to dig into the details to get a more accurate assessment.
o To begin the work, we do require a retainer of 75% of the lowest estimate amount. As we progress, we can give you a better sense of the final cost. If your QBO is already in good shape, the costs will be lower.
o Once we've brought your books current, if applicable, we hope you'll retain us for your ongoing monthly bookkeeping needs. We'll provide an estimate for those monthly services, along with the first month's invoice which will be due upon receipt. After receiving your payment, we'll securely deliver and discuss your financial statements with you.

o We provide monthly financial statements, and any supporting reports you would like based on your needs. Once your books are current and on a regular close cycle, you will receive reconciled financial reports for the month we closed by the 15th of the next month.

o We’ll need access to your QBO account, if you have a subscription already (via email invite from you). If you do not have a subscription yet, we will need 3 months of any bank and credit card/savings statements associated with your business. Additional information may be requested as needed.

o We can work with your CPA/Tax Preparer to format your financials in a way that your year-end information can be copied and pasted on your return. This should save you a lot of money by them not having to bill you for the time to get the information formatted like they want to see it.

o We prioritize data security by using encrypted systems and secure methods to protect your information. We also offer a client Portal on our website. Furthermore, QuickBooks Online has the ability to share information between you and our team securely.

o We have experience in various industries, including construction (both residential and commercial), oil and gas company subcontractors, businesses with 1 - 200 employees. Independent contractors, doctors, lawyers, landscapers, beauticians. We can help many other types of business owners too.

o Yes, we can help you catch up and establish a regular bookkeeping routine.

o We strive to be accessible; you can send us an email, and we’ll respond as soon as possible. It is our policy not to ever keep a client waiting for us to respond more than 24 hours. Much of the time, it will be in the evenings of the same day!

CUSTOMER SATISFACTION IS KEY!!!

o Turnaround times vary based on the task and volume of work, but we aim for efficiency. To produce financials for your company, we should have them to you no later than the 15th of the next month (Exceptions can be made if you need expedited financials for 3rd parties such as banks). Should we see that we will miss that date, we will communicate with you to let you know why you won’t get them by the 15th and what information, if any, we are waiting on to complete your reports.

o Bill is a degreed Accountant, BBA in Accounting, (Sam Houston State University – Go Kats!!!) who has worked in various industries of multiple sizes for over 38 years! He recently transitioned out of Corporate America to bring his extensive knowledge of accounting and bookkeeping out to help the small to medium business owners succeed and grow their business. He feels all of his years in Corporate Accounting will help him and the services we offer stand out in the crowd.
o He is a Certified QuickBooks Online Advanced ProAdvisor (QBOA) and a Certified Payroll ProAdvisor.

o Yes, we provide budgeting and forecasting services to help you plan for future financial goals.

o We conduct thorough reviews to identify discrepancies and work with you to resolve them.

o Our onboarding process includes an initial consultation, gathering necessary documents, and setting up your account in our systems. Assisting you, if you don’t have it, in setting up a subscription to one of the many different levels of QuickBooks Online. The good news is that I can get you a discounted subscription when you initially sign up with Intuit. The level you will need will be based on what you want the program to do and how many users you need to have access. I can discuss this with you and send you information when you are ready to review it.

o Yes, we offer training sessions for clients to help them understand and effectively use their accounting software.

o We stay updated on financial regulations and ensure our practices comply with the latest laws and standards.

o Yes, we can assist in preparing for audits and ensuring that all records are accurate and organized. We have years of experience in the preparation for audits and the responses to auditor questions during an audit.

o We work with small to medium-sized businesses, across various sectors.

Yes, we offer cash flow management to help you track and optimize your cash flow.

o Our office hours are not a set of hours because if we are near our computer and our phone and you contact us, we will answer your call or email. We guarantee 100% Customer Satisfaction. But we also offer flexible scheduling for client meetings.

o We provide access to financial reports and data through our secure online portal.
o We can generate the reports and leave them in your QBO account.

o We have strict confidentiality policies in place to protect your financial information.

o Yes, we can help with business formation, setting up accounting systems, and initial bookkeeping.

o We strive to accommodate urgent requests; please contact us directly for immediate assistance.

o We recommend reviewing your financial statements at least monthly to stay informed about your business's health. Accounting analysis and financial reviews should become routine so that you are always on top of your business performance. When we become members of your team, we will help you get into a standard routine and help you build the business you want to see in your future.

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