Monthly Accounting Oversight & Training – Phase 3

How it’s done: 

This is where the rubber hits the road.  We’re going to show you the right way to do it this time.  A fresh perspective.  To improve things dramatically. 

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

THE BAD NEWS:    HELPING YOU MAKE MORE MONEY cannot happen without a successful Phase 3. 

We are not selling magic and want to be totally upfront with you. Excellent accounting takes qualified people and time devoted to this task.  We all too often find contractor offices understaffed with bookkeepers that are always buried.  Where another person is truly needed.  This is where all that commitment stuff we talk about comes into play.  We do not view our role as a substitute for this extra person. 

THE GOOD NEWS:    YOU CAN RELAX! 

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.

Some examples of Monthly Deliverables:

  • Minimum of 2 touches per month with your bookkeeper to train and improve processes
  • Help with General Ledger work
  • Complete oversight of your QuickBooks Company file
  • Control of job cost integrity in your reports
  • Establish and oversee month-end closing process, financial reports to run, etc.