We customize specific programs for our clients in several ways:
- The DIY Approach. You purchase QuickBooks, and Performance Group sets the entire thing up for you . We assign a custom chart of accounts, set up invoices with logos, and set up bank accounts, vendors, customers, and payroll (if needed). We train you how to enter, track, and reconcile your data. Although you run the program completely on your own, we offer scheduled monthly, quarterly, or annual tune-ups, where we review your data and make changes to keep the file compliant with accounting standards. This helps prepare you for your tax return so there are no surprises.
- The Hosted Approach. Performance Group acts as your in-house accounting department, managing either some or all the details of your QuickBooks. We host it on our system or online, enter all of your information, and prepare financial statements. With our advanced hosting, we can even take care of bill payment. This is ideal for mature business owners who no longer have time to manage their accounting themselves, but don’t want to hire someone full-time.
- The CFO Approach. Performance Group looks over the shoulder of your office manager/bookkeeper, steering them through the daily tasks. We manage this area of your business so you don’t have to. As your CFO, we help develop processes and controls to keep your financials secure. This includes having quarterly planning sessions to play back what is working and not working in your financials. We are your financial resource and safety net.
Your books aren’t just material for your tax return: it’s raw data that can help you take your company to the next level. Analyzing your books can help increase your cash flow, generate ideas for marketing, and even get you thinking about new products and services you can offer.
Click here to schedule a call to discuss your accounting needs or complete the form below and we will contact you.