ACCOUNTING SERVICES
TAX SERVICES
SUCCESSION PLANNING
BUSINESS VALUATION
CFO/COO/CEO SERVICE
ASK US ABOUT
Spend Money
When employees use the Talk Mastercard to draw on the aggregated available funds, their phone receives a notification in real-time that includes the vendor and amount of that charge.
Talk to your Phone
The employee is prompted to take a picture of the receipt and to TALK about the business purpose of the transaction. Then all the employee needs to do is say something like “I just bought three cases of screws for the Smith Road Project.”
Posted to Accounting
The voice recognition converts the recording to text. The text is analyzed and coded by the Artificial Intelligence and uploaded to your accounting software with the picture. The entire process takes 10 to 14 seconds.
Monthly Accounting Program Specifically Designed for Small Business Owners
We work with many different small business owners on a monthly basis helping them get a better understanding of their numbers and how to use them as a tool for their business. Most small business owners are not naturally interested in the financial aspect of their business but it is a critical element of success in their business.
WHY WE ARE DIFFERENT – HOW OUR PROGRAM WORKS
The way that our firm differs from a lot of accounting firms is that we find it extremely important to work with our clients throughout the year versus just at the end of the year. Most of our focus is on what we call our monthly clients. When we get a new monthly client we have a couple of services that we provide that we call our onboarding services. These onboarding services are to ensure that the client has a proper data fille setup on our shared Quickbooks.that they are trained on how to use and keep the file and retrieve necessary periodic reports, and the historical information that may be requested by third parties such as bankers and vendors. Then once they are ready to go, they move into our monthly accounting services. At the end of the year, we obviously do income taxes as well, when requested.
STEP One of Our Program: ONBOARDING
A lot of times when we get a new client, they are not using Quickbooks at all or are not using it correctly. The first step for us is to get their file setup in a manner that gives them a useful tool to use as a business owner. This means to setup the chart of accounts so that they can quickly analyze and manage their business operations to ensure profitability. We then go over all of this with the client so that they understand not only what we moved or changed but why. We then would go into training if necessary to ensure that the client has the proper knowledge and abilities to continue to provide the source documents to keep the financials accurate. We then work with them on a monthly basis preparing, reviewing, and discussing the financials which leads us to step two.
STEP Two of Our Program: MONTHLY ACCOUNTING SERVICES
Our monthly accounting services provide our clients with a dedicated team member for any questions regarding their operations and best practices for operational issues. We able to work with clients from coast to coast and can access everything that we need remotely. By being focused on our niche market we can provide un-paralleled insight into the intricacies of the industry. Throughout the year not only are our team members making sure that our clients have timely and accurate financials, we are having periodic calls to not only review the financials, but educate the owner about what to look at and where to improve. Throughout the year we are also able to do tax planning and tax minimization so that there will be no end of year surprises. All our clients know in the fall how much they will owe for the following year so that we have time to discuss options to lower the liability or setup a plan to save.
OTHER SERVICES
We have a number of services that we offer to business owners that are not monthly clients. Toi l summarize the main ones that we work with small business Quickbooks Training – We sell blocks of training to help shop owners understand how to use their Quickbooks better and to go over best practices to save them time and money.
- Quickbooks Tailoring – Setup their chart of accounts so that it is a useful tool for them to make management decisions
- Valuations and Succession Planning – Assist in valuing the business and assist in transition when the current owner wished to exit. Sometimes this is a non-cash transaction to get shares of the business to family members, sometimes it is a partner buy-out, and also working with owners to sell to an outside party.
- Income Taxes – We handle end of year income taxes for clients all across the country
- Payroll processing – We are able to recommend to the client any of several outsourced payroll processing firms..