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