info@simplifiedfinancials.com
Our Services
 
Services

We offer consulting, management, complete bookkeeping services, and all aspects of financial reporting and analysis for entrepreneurs in all industries.

In a nutshell, we will send you your very own part-time CFO!  Whether you are just starting your business or you're ready for a better system, we can get you on track! 

Plan your work for today and every day, then work your plan. - Margaret Thatcher

 

This is how we do it:

Identify objectives and challenges
We start with an initial consultation to determine your bookkeeping needs and challenges.  We will inform you of the government requirements for your specific business, so that you are in compliance.  You will also determine whether you want to outsource the bookkeeping function, or whether you want to manage it on your own.  Whatever your decision, we will provide you with the tools and skills to make it successful.

Prepare to simplify your financials
We recommend the accounting software that would best assist in meeting your objectives.  Then, we install and set it up on your workstation.

Getting you organized
Since we are not experiencing the ‘paperless society’ we all imagined years ago, you must have a strategy to stay organized or else you will be overwhelmed with all that paperwork.  We will show you a systematic method to managing it all, from the mailbox to the bankers box and everything in between. Being organized is essential to simplifying your financials.

Training
We offer basic bookkeeping & software training so that you have the power to manage your financials regularly (whether you do the bookkeeping or not), and to make important management decisions in a timely fashion. There’s nothing worse than waiting 3 months or a year to find out that your business strategy has not been working. Even if you dislike anything to do with accounting, you will be amazed at how interesting numbers are when you can understand them and interpret them to make better decisions.

The Check-up
If you decide to manage the bookkeeping on your own, we can review and reconcile your data on a regular basis throughout the year (monthly, quarterly, or annually), to ensure that you are on the right track, and that there are no surprises at tax time.

The Strong Finish
At year end, we can prepare the necessary documents and working papers to be submitted to your tax preparer. Did you know that you can significantly reduce your year end tax preparation fee when you go prepared? Be prepared and know the results before going to your tax preparer. We will gladly recommend a tax preparer if you don’t already have one.
 

 

Get your business on the right track with us!  

Visit our 'testimonials' page to see what people are saying.

Then contact us to make an appointment today!

 

 

 

 

 

 
 
 
 
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info@simplifiedfinancials.com