For Small Businesses

Internal Systems For Your Business

DISCOVER HOW OUR SYSTEMS CAN FREE YOU TO WORK ON YOUR BUSINESS… NOT IN YOUR BUSINESS.

YOUR BUSINESS.

It’s true, QuickBooks is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing and setting up your QuickBooks software, we have found that most clients prefer the benefits of having a professional get the system up and running for them.

Among the corrections we might help you make…

  • Segregate duties in order to reduce risk of error or inappropriate action. This involves making sure that no one person has control over all aspects of any single financial transaction.
  • Ensuring that all transactions are handled by a delegate with approved authority to handle such transactions.
  • Put systems into place which create a process where all transactions are reviewed and reconciled by someone other than the transactor.
  • Assure physical safety of all equipment and introduce periodic counts to compare equipment, inventory, cash and other property are consistent with that on record.
  • Implement job training for all employees and make sure that employees have the knowledge and resources to carry out their job duties, are provided with an appropriate amount of supervision, and are aware of the channels for reporting potential problems.
  • Documentation of all policies and procedures that are accessible to your employees and the procedures for continued guidance and training regarding these procedures to address employee turnover or prolonged employee absence.
  • A consistent review of operations to determine that results are consistent with objectives and goals.
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APPOINTMENT

READY TO COME IN FOR AN APPOINTMENT?​

Our schedule is very full…but if you call us at (844) 599-3355 or email us we’ll give you two options for coming in right away!We will NOT make dealing with a tax professional as painful as it’s been in the past!

LET US HELP

How can we help?

If you have any questions and would like to connect with a team member please call (704) 599-3355 or contact an advisor below.

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