A Strategic Accounting Plan is essential for every growing, profitable businesses.
A Professional Strategy1 Consultant will work with you to create a Strategy1 Growing Business Accounting Plan with the following deliverables:
- Licensing and Permits (Occupational, Sales Tax Use Tax)
- New Bank Accounts, Lines of Credit, Credit Cards, Loans
- QuickBooks Custom Set Up & Training (Certified QuickBooks ProAdvisor)
- Employee and Payroll Set Up in QuickBooks
- Growth Budget and Financial Projections
- Accounts Payable and Accounts Receivable Strategies & Procedures
- Business Forms, Templates, Agreements and Manuals
- Monthly Financial Management Analysis & Reporting
- Monthly Financial Review Meeting
- Monthly Compilation and Reconciliation
- Sales Tax Reporting
- Payroll Tax Reporting
- Estimated Tax Planning
- Custom Monthly Dashboard with Key Performance Indicators
The flow chart for this plan is outlined here.
For more ongoing Strategic Accounting and Financial Management services click here.
To request a Free Consultation, please add your information in the Contact Us box located to the left of this page.