Services
Quicken & Quickbooks Design - Bookkeeping - CFO/Financial Consulting - Quicken & Quickbooks Classes Services Classes

We will assist you on your financial path by giving you the proper tools and skills to succeed and profit.

With the use of Quicken (personal clients) & QuickBooks (business clients) we are able to align your financial goals and create a unique personalized recipe for financial success. We are able to share this proven method because of the internal philosophy we live by.

Services

Contract CFO/
Financial Consulting
may include:

  • Monthly in person meeting with our Executive Team to review financial statements.

  • Creating a budget/spending plan to fit your goals.

  • Setting up savings plans for taxes, and various goals such as dream travel, real estate, children’s school and for larger purchases.

  • Creating an earning plan to increase your potential net worth to reach your ultimate financial goals.

  • Guiding you with business tools, such as invoicing and other business management tools in order for you to maximize your funds.

  • Serving as outside consultants by analyzing your current system and giving you our feedback.

Our Bookkeeping services may include:

Quicken® (Personal) or QuickBooks® (Business) System Design:

  • Single, Married, have children, and own a business. Our specialty is designing customized accounting systems that are specific to your life and business so you are crystal clear where your money is going.

    • We set your goals together and incorporate them into your financial system.

    • We can design your paper filing system to match your bookkeeping system.

Training
may include:

  • We train you and your staff on the financial system we create for your life and business goals.

  • Customize Quicken® &/or QuickBooks® to fit your goals.

  • We teach you how to enter transactions, split them when needed.

  • Guide you to increase your financial literacy.

  • Teach you to reconcile your bank accounts with your bank statements and create customized reports so you will be able to see where your money is going.

  • You will learn how to create an earning/spending/savings plan so that you can better monitor your progress in reaching your goals!
  • Choosing a specific day that is to be your personal financial day. This is great for scheduling and planning so that we can consistently take care of your financial needs on the same day of each week. You will be assigned an account manager who will work consistently on your finances.

  • Tracking all your income and expenses on Quicken® or QuickBooks®. Guiding you on what to write on receipts so we can get you the best tax deductions.

  • We keep your receipts highly organized to support an audit if it occurs.

  • We directly communicate with your CPA so taxes are seamless.
  • Track accounts receivable.

  • We pay bills and resolve any discrepancies; often saving our clients thousands. We watch out for your financial well being by keeping a close eye on your bills.

  • Reconciling all your bank accounts and credit cards with your statements to make sure all is accounted for, as well as catching unauthorized charges.

  • Keeping highly organized files for you in our office.

  • Setting up a system for job costing.

  • Creating financial reports upon request on your day.