ACCOUNTING SETUP

We will get to know your business and discuss the best route based on cost/benefit, your needs, and long-term game plan so that we are setting your books up for success.

We adhere to IRS best practices by considering and understanding Tax Reporting and Management Reporting, while building out your books to provide profitability analysis by various lines of business, customers, and more.

We also provide specific workflow and training for Accounts Payable and Accounts Receivable for your team.

QBO Online is our preferred Accounting software.

HISTORICAL CLEANUPS

Transitioning from a prior Bookkeeper or Accountant that could have done better? We handle historical cleanups with ease and adhere to IRS best practices - facilitating a streamlined year-end Tax Reporting process which we navigate on your business’s behalf.

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.

We will get your books up to date as needed to move forward with meaningful reporting available at your fingertips.

MONTHLY BOOKKEEPING AND REPORTING “KNOW YOUR BUSINESS”

Once we’ve completed your Accounting Setup or Historical Cleanup, you are ready to receive ongoing monthly support. This is our “Know Your Business” platform, where you can expect accurate books and reporting, vetted by our Bookkeeping Team, composed of your company's dedicated bookkeeper, Controller, CPA, and CFOs.

Your books will be updated on an ongoing basis which consists of reconciliations, closing and securing books, reporting, and saving all related files securely to a dedicated drive. We will also coordinate with you and your preferred CPA at year-end for tax preparation.

The “Know Your Business” platform includes a mid and end-of-year CFO review.
If you’d like additional and regular Consulting and Coaching, please see our “Grow Your Business” package or A La Carte Coaching Packages.

QBO TRAINING: ACCOUNTS PAYABLE & ACCOUNTS RECEIVABLE

Included in Accounting Setup, Historical Cleanups, or “Grow Your Business” options as well as A La Carte, just ask!

BPR has a vested interest in ensuring our Clients are properly trained up on QBO and specific Accounts Payable or Accounts Receivable workflows. We continuously share feedback that is documented so that we are moving forward by streamlining Accounting workflows. We will provide you with a detailed workflow playbook and screencast recording.

We can review and tighten up other workflows relating to Accounts Payable or Accounts Receivables that are outside of QBO.