What level of supervision does your accounting department need to efficiently and effectively operate?

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When you review the bookkeeping procedures in your office, where do you find the chief concern? Do you struggle everyday just to get the basics accomplished? Or maybe it is it at the end of the month, and the reconciliation has discrepancies. Maybe it is a combination of both. When I work with clients, we evaluate the need, intention, and expectation for the accounting department. Outlined are the steps to make that determination. Going through this exercise, allows you to make the best plan for your needs.

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Did you apply for the Payroll Protection Plan?

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Did you get your information in the minute the flood gates opened or did your shirt get caught in the door as it shut? We heard from many of you, needing assistance, complete feeling of helplessness, doing your best to survive. While we cannot go back and fix that process for you, we can help to minimize the stress of knowing where to turn for guidance with your financials in the future.

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What is a Standard Operating Procedure and why do you need them? Are they beneficial even for small businesses?

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What complicated your prep work for year-end review? Were you missing details needed in order to invoice your customers, whom, by the way, wanted to spend their tax dollars before the 31st? Were you working to reconcile your vendor statement and discovered you are still missing receipts or details from back in July, that you didn’t follow-up on? Do you have all the W9 forms you need from vendors you paid throughout the year?

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