Accounting Diagnostics

S.O.S – Business Diagnostics

Your Problem:

  • Employee turnover

  • Things do not reconcile

  • Your books need some fresh eyes and TLC

  • Train or refresh knowledge of the software to improve financial data

  • Your books have been neglected

Our Solutions:

  • 30-minute discovery call to evaluate your needs and come up with a plan

  • Evaluation of current system, general ledger, and processes

  • Written recommendations on identified issues and suggested AOPs

Level UP – Getting Started or Ready for a Reboot

Your Problem:

  • Business is run using a manual process (spreadsheet) or 100% through the owner

  • Too much time is taken away from running the business

  • No process (manual/cumbersome) for tracking expenses and income

  • Business needs new processes due to growth

Our Solution:

  • Meeting with you to understand the business needs and develop actionable plan

  • Review current activities associated with financial activities

  • Set up chart of accounts, invoice template(s), sales tax, and management reporting

  • Training on selected accounting software (Xero/QuickBooks/Spark)

  • Monthly bookkeeping task checklist tailored to your business

  • 45 Days of phone/email support

Next Level– Expansion and Refinement

Your Problem:

  • Need to upgrade your accounting system to due to growth

  • Need to streamline your backend processes

  • Want to access your books anywhere and in real time (the cloud)

Our Solution:

  • Meet with key business users to evaluate of current system, general ledger, and processes

  • Written recommendations on identified issues and suggested AOPs

  • Data migration (export from current system & import to new accounting solution)

  • Set up chart of accounts, bank feeds, invoice template(s), sales tax, and management reporting, suggest on-the-go apps appropriate for the business

  • Monthly bookkeeping task checklist tailored to your business

  • 30 Days of SRS staff support