Controller and Bookkeeping Services
Set up, maintain and/or troubleshoot your Accounting System
- Select the right version of QuickBooks
- Set up a new company file or transfer your existing system into Quickbooks
- Select and set up ancillary systems including payroll, merchant services (credit card processing), online bank feeds etc.
- Review results for accuracy and operational trends
- Produce meaningful reports
Provide ongoing support
- Chart of Accounts, Inventory and Other Item Lists
- Customer and Vendor lists
- Customer invoicing and collections
- Accounts payable and bill pay
- Payroll processing
- Sales tax reporting
- 1099 reporting
- Financial statement preparation with supporting analysis
- Cash management
- Bank reconciliation
- Calculation of true, current cash position
- Prioritization of cash disbursements
Financial Analysis and Planning
- Job costing
- Inventory turnover and profitability
- Industry and competitor benchmarking
- Preparation of budgets and estimates
- Feedback regarding results including variance and trend analysis
- Forecast cash flow position
Innovative Solutions/Client Centric Approach
Team Approach
As Accounting 4 Success, we work as a team to meet the needs of our clients. We also believe in involving the members of the client’s staff whenever possible. This leveraged approach provides the best match of aptitude and knowledge to your needs. It helps to ensure success for our clients at a price they can live with.
Collaborative Effort
As trained accountants and bookkeepers we work alongside your tax accountant and banker to portray your business in the best light possible.
Logistics
Although we believe there is no substitute for sitting down “across the table” from our clients to identify the best solution, we are extremely flexible in how we work with you. Remote access has changed the way business works and allows us all to get more done in less time. We tailor our approach to meet your needs.
Experts in QuickBooks
Trained and Certified
Every member of our team is certified. We recognize that the majority of small and medium businesses use this software to monitor the results of their operation. Tax accountants typically use our client’s QuickBooks files to assemble data used in their tax returns. It only makes sense for us to be experts in QuickBooks to better meet the needs of our clients.
Set up and implement the best version
Desktop or cloud, let us help you get it right the first time. We consider your industry, size, staffing, logistics, financial constraints and individual preferences in making our recommendations.
Troubleshooting
Oops! So things are not running smoothly. We will help you find out why and get your business back on track.
Training
Our training in the use of QuickBooks will help you get the most out of the software. We provide training at all levels from novice to expert.
Evaluation and implementation of third party applications and related data feeds
We will make sure that the application will deliver as promised and that data feeds from banks, merchant service providers, payroll and other sources are correct.