2. You’re not alone.

3. • Advertising
• Marketing
• Customer Invoicing
• Receivables
• Sales tax reporting
• Vendor invoicing
• Bill pay
• Bank reconciliation
• Credit card charges
• Employees
• Payroll
• Payroll tax reporting
All of this on top of the actual products and services
they deliver!

4. • Creating a business
plan
• Establishing a
corporate structure
• Federal and State
forms
• Establishing sales
tax accounts
• Choosing the right
accounting software
• Establishing bank
accounts
• Setting up payroll
Navigating these steps can be overwhelming!

5. A good accountant/bookkeeper is the foundation of making sure
you have a good set of financial records to help you manage your
cash flow, lower your overhead, and achieve your growth goals.

6. Keeps your finger on the pulse of your business.
 Analyze revenue
sources.
 Analyze spending.
 Track demand for
products and services.
 Track effectiveness of
advertising and
marketing.

7.  Identify areas of loss or
underperformance
 Identify areas to increase
productivity or production
 Identify money saving options
 Risk Management

8.  Federal & State tax
reporting.
 Income & Expenses
transfer directly to form.
 Cost of Goods Sold &
Inventory easily tracked.

9.  Profit & Loss
 Statement of Cash
Flows
 Balance Sheet
 A/R Aging
 A/P Aging
 Federal & Quarterly tax
reporting

10.  Small Business Start
Up
 Benchmarking
 Budgeting
 Best practices for
managing your
finances
 Focus & Direction

11.  Make you more
creative.
 Build your business.
 You enjoy.

12.  "We highly recommend Lisa Price for any and all bookkeeping services. She
is honest and trustworthy, did an excellent job on our company books for
years. She was accurate, reliable and quick to return books. It was a
pleasure working with her". - Jerry Colvin, Rock Solid Restoration, LLC.

13.  Company data can be accessed
from multiple platforms, PC or
Mac.
 Mobile access at no additional
cost.
 Access data anywhere at any time;
users can work in one company
file at the same time.

14.  All data is hosted, backed up and
secured by Intuit’s servers using 128 bit
encryption.
 Bank transactions can be automatically
downloaded nightly to the Banking
Center.
 Unlimited time tracker users in
QuickBooks Online Plus

15. How soon would you like to get started?