Your Business Takes Up Enough Of Your Time.
Our primary objective at SIMPLY Financials PLUS, is to enable you, our client, to focus on your business and running it on a day to day basis.
Get Some Of It Back With Our Accounting & Bookkeeping Services.
We ensure that your business has accurate and meaningful financial information to help you plan and make the necessary "well-informed" critical business decisions.
Weekly
Let us keep up with your bookkeeping needs, while you handle the day-to-day business.
- Enter and pay bills
- Prepare invoices and record receipts
- Enter payroll
You will know on a weekly basis who owes you money, and what you owe others.
Monthly
Start seeing meaningful business results with these necessary tools:
- Reconciled Bank Accounts
- Prepared Monthly Financial Statements including the Balance Sheet and Profit & Loss (P&L)
- General Ledger detail
Year-End
Be prepared for your tax accountant and/or financial review:
- Review your financial records
- Organize Financial Statements and files
- Prepare required year-end forms to report amounts paid to your independent contractors and sales tax received.
Financial Checkup
Review your business and ask the crucial questions. Our Financial Checkup provides a review of your entire business operation and processes on an 'as needed' basis, in order to identify exactly where efficiency and profitability might be enhanced.
QuickBooks Services
Simply Financials Plus staff includes QuickBooks Certified Pro Advisors who are available to help with all your QuickBooks needs:
- Initial set-up and installation
- Entering QuickBooks transactions
- Training you and your staff to operate QuickBooks for your specific business requirements, and get the most of the available QuickBooks features
- Provide email or telephone support for your QuickBooks system
- Help you select the best QuickBooks for your business, usually at a discount
If you need your QuickBooks cleaned up and prepared for tax time, or financial review, we can take care of that too!
