Level 2 – Monthly Accounting Oversight & Training

Level 2 – Monthly Accounting Oversight & Training

Like having a CPA on staff at a fraction of the cost!

Best-in-class contractors know the risks of running things by the seat of their pants with no or late financial management information.

They know monthly accounting oversight and training is a must have for: accurate Company Financial Statements; control of Job Billing and Job Cost integrity; and accurate Job Cost Reports.

Things we do ASAP to HELP YOU MAKE MORE MONEY!

We’re going to show you the right way to do it this time. A fresh perspective to improve things dramatically.

We work with bookkeepers at contractor offices every day and know the drill. We enjoy teaching and helping them take it to the next level. They will never say I don’t know how to do this, or QuickBooks can’t do that again.

First, we setup collaboration with you in the Cloud.

Then we do a QuickBooks Scrub of: Preferences, Chart of Accounts, and Lists customized to fit your unique situation.

Then we help with:

  • Complete oversight of your QuickBooks Company file
  • Set up of the best P&L structure. There is a right way.
  • General Ledger work
  • Control of Job Cost integrity in your reports
  • Review of Job Costs and Expenses for proper data entry (“Items Tab” for Job Costs; “Expenses Tab” for G&A)
  • Establishing and overseeing the month-end closing process (Accrual Cutoffs, Closing Dates, etc.)
  • What Financial Reports to run