We will work with you to design and implement an accounting solution that works best for you and your firm. While each client presents a unique situation, this typically involves; QuickBooks Set Up, Accounts Payable, Invoicing & Accounts Receivable, Recording of Deposits, Bank and Credit Card Account Reconciliation, Making Necessary Adjusting Entries, and Preparation of Financial Statements.
Finance & Operations
The services we offer include; Cash Flow Projection, Cash Management, Budgeting, Project Management, Monthly & Quarterly Billing, Contribution & Inception Billing, Process Mapping, Workflow Management, and Recordkeeping.
We are available to Set Up and/or Administer your Benefits Package for you and your staff. This often involves handling a combination of the following; 401(k)’s, SIMPLES, SEP’s, Health Insurance, Life Insurance, Disability Insurance, Dental Insurance, and Worker’s Comp Insurance / Audits.
We help you streamline your business to create a more effective and profitable enterprise. We generally focus on areas such as operations, procedures and workflow, and cash flow acceleration. We understand the industry and help you manage the “business” side of your firm.
We understand the importance and sensitivity of client financial data. Our customer’s data is safe and secure through use of multiple redundant backups, thus ensuring the easy recovery of data due to emergencies or natural disasters. This service is free with an ongoing consulting services agreement.
When you become a client of TurnkeyCFO, you have the choice of allowing us to automatically track and prepare your bill payments for you. You can have invoices sent directly to us where we will then date & time stamp them upon arrival, automatically prepare checks for payment if they are within a given pre-determined variance (or email you for approval), record their payment within the accounting system, and update your cash flow projections for the remainder of the period.
Another choice that you will have when you become a client of TurnkeyCFO is if you would like for us to create a digital file cabinet for you on our server. Within this area, we can provide you with updated Financial Statements / Projections in order for you to make timely decisions regarding your business. All reports are kept within a secure, password-protected environment and provide you with the capability to review and print documents as needed and at your convenience.