Accounting Setup, Cleanup and/or Bookkeeping updated current

Advisory + Financial Statements preparation, review (Grow Your Business)

• CEO Advisory: Outsourced CFO and/or COO Consulting and Support

• Quarterly Financial Reviews and Strategic Planning

• Cash Flow and Multi Year Projections or Budget Creation

• Financial Costing and Analysis (job, pricing, hiring)

• Operations - Audit, SOPs, Process revamp/design/implementation, Training

Financial Statements Preparation:

• ​​​​​​​Monthly - Record Keeping, Close, Adjusting Entries, Secure File Management

• Monthly - Monitoring and Detailed Reporting including A/P and A/R (QBO only), Sanity Checks

Management Reporting Package - Class Reporting and Key Performance Indicators (KPIs)

A/P and A/R - cleanup, best practices workflow design, and support/training for CEO and Team

Resources - Partners, Templates

Tax Prep - coordination and handoff to in-house CPA

Financial Statements preparation for Biz Funding/Exit (financing, capital raise)

Acquisition Advisory - Get your business prepared for Expansion funding

• Normalization of financial results

Valuation, Consulting, Best Practices, templates (LOI, Corporate docs), project rates

Tax Preparation and Filing​​​​​​​​​​​​​​

• ​​​​​​​Fed and State

• Sales Tax

Add Ons (see separate services list, additional project fees apply)

• Human Resources Proactive Compliance and Prevention

• Process Design & Implementation also available

Legal Entity Review

Accounting Setup, Cleanup and/or Bookkeeping updated to current date​​​​​​​

Financial Statements preparation and review (Know Your Business)​​​​​​​

• ​​​​​​​Monthly - Record Keeping, Close, Adjusting Entries, Secure File Management, Summary Reporting

• Quarterly - Detailed Reporting

Financial Statements prep for Biz Funding (financing incl. LoC, capital raise, build/leverage credit)

Tax Preparation and Filing​​​​​​​​​​​​​​

• ​​​​​​​Fed and State

• Sales Tax

Legal Entity Formations and Due Diligence​​​​​​​

Accounting Setup, Cleanup and/or Bookkeeping updated to current date​​​​​​​

Financial Statements preparation and review (Compliance Tier)​​​​​​​

• ​​​​​​​Monthly - Record Keeping, Secure File Management

• Quarterly - Close, Adjusting Entries, Summary Reporting

Financial Statements prep for Biz Funding (financing incl. LoC, capital raise, build/leverage credit)​​​​​​​

Tax Preparation and Filing​​​​​​​​​​​​​​

• ​​​​​​​Fed and State

• Sales Tax

Accounting Clean-up

• Transitioning from a prior Bookkeeper or Accountant that could have done better? Big Picture Results handles historical cleanups with ease and adheres to IRS and GAAP best practices - facilitating a streamlined year-end Tax Reporting process. ​​​​​​​

• Let’s talk through the best route based on cost-benefit, last year you filed taxes, your needs, and long-term game plan so that we are strategically and confidently moving forward.

• BPR will get your books up to date as needed to move forward with meaningful reporting available at your fingertips!

Accounting Set-up​​​​​​​

• ​​​​​​​Accounting set-up is the foundation of a well-organized financial management system for businesses. It involves establishing essential processes, software, and documentation to accurately record and track financial transactions. A proper accounting set-up ensures compliance with regulations, enables effective financial analysis, and provides a clear overview of a company's financial health.​​​​​​​

• Big Picture Results follows IRS and GAAP best practices, taking into account both Tax Reporting and Management Reporting. We structure your books to offer insights into profitability analysis.