Here is how the first weeks go with a new client, from the first conversation to the first financial review.
- A free consultation, with no commitment. We meet at your office, ours or online and look at your current setup. You get immediate feedback on what is working, what is not, and how you could be using QuickBooks more efficiently.
- Catch-up and a strong foundation. We bring your books current, then make your chart of accounts clear and concise. Many businesses are still working with the default categories. We create the ones that track data in a way that is useful to your business.
- A review of your whole QuickBooks system. Credit card reconciliations, classes and item lists for reimbursables are some of the most underused features and the biggest time savers. We set up memorized transactions wherever we can, so billing takes less time.
- A financial review meeting. We review your last complete quarter and year of sales for trends and your largest expenses by percentage. That shows which ratios to monitor, from employee utilization in a service business to overhead in manufacturing.
What you leave the review knowing
- Your overhead ratio
- Your actual profit compared with your potential profit
- An appropriate owner’s draw
- Which ratios we will monitor, so problems are spotted early
A note on cost
We may not be the least expensive service. We use every software resource available to save time, increase accuracy and give you meaningful insight into your business.
Ready to start? Call (207) 619-2065 or contact us to book your free consultation.