Services
Solutions Delivered Where It Counts
We understand your needs!
- Reduced Stress: Leaving behind the chaos of shoe-box receipts and constant tax-season panic.
- Clarity and peace of mind knowing whether or not your business is making money.
- Knowing everything is reconciled, perfectly categorized, organized, compliant, and defensible.
- The ability to determine if money will be available to meet financial obligations.
- Up-to-date reports (P&L, Balance Sheet) to make fast decisions
- Custom reports specific to your management needs
Free 15 min Discovery Call
The primary objective of our discovery call is to understand your specific pain points and goals while determining if our services are the right fit for your business. As experienced professionals we’re confident in our ability to help you with your bookkeeping challenges. Professional support also saves time, ensure financial accuracy and position you to gain the expert insights needed to make informed strategic decisions. The most important question is are you ready to get back your time and invest in your company’s future. A crucial next step is diagnostic review.
Paid Diagnostic Review
Experience has taught us that we must “meet our clients where they are at”. This requires a deeper discussion and understanding of your business and current bookkeeping process whether manual or automated. Manual systems: Receipts in a bag, bank statements, spreadsheets, reports, and prior year tax returns are reviewed. Automated systems: Accountants access to QuickBooks online will provide use with a better understanding of what it will take to make your vision a reality. Clients receive a summary report with clear findings and actionable insights.
Process 1 QuickBooks Setup
An incorrect QuickBooks setup can have severe consequences, ranging from unreliable financial reporting, tax issues and significant operational inefficiencies. When the foundation of your accounting system is flawed, it distorts the accuracy of your financial data, leading to poor decision-making as well as lost funding opportunity. Analyzing and organizing your Chart of Accounts to ensure it accurately reflects your business needs, often removing inactive accounts to ensure a structured index for categorizing every financial transaction.
Process 2 QuickBooks Cleanup
Cleanup requires a systematic approach to reviewing and correcting transactions to ensure accurate and complete financial reporting.
Reconciling Accounts: Matching all bank and credit card statements against your records to identify and fix discrepancies such as duplicate transactions, miscategorized expenses and income, resolving unapplied customer payments, old invoices and undeposited funds.
Financial Statement Rebuilding: Generating updated, accurate Profit and Loss statements and Balance Sheets.
Verification: Ensuring compliance by eliminating negative numbers and confirming that the Balance Sheet balances
Process 3 QuickBooks Catchup
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Documentation
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Training
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Our Process
Those who control the “process”
Control the “outcome”
That is a fundamental truth in accounting. In bookkeeping controlling the process—the workflows, data entry standards, and internal controls—is the only way to ensure the outcome is accurate, audit-ready, and useful for making decisions. It’s true that size matters. In business it’s every size.
Process control is so vital:
Timeliness: A streamlined process transforms raw data into financial statements quickly enough to actually be used for business strategy and making business decisions.
Data Integrity: If the process for capturing receipts and invoices is loose, the final reports will be incomplete or full of errors. Cash transactions excluded from your Profit and Loss statements does not present an accurate picture of profitability.
Fraud Prevention: Strong processes (like segregation of duties) act as a gatekeeper, preventing unauthorized changes to the financial outcome. In addition the process of timely review is key in catching and preventing unauthorized transactions and fraudulent transfers.
Consistency: A controlled process ensures that transactions are categorized the same way every month, allowing for meaningful year-over-year comparisons. Identifying variences in spending (increase cost) or income (increased demand) can help you get ahead of your growth or changes in cost that negitively impact growth. It’s true that size matters. In business it’s every size!
Testimonials
Trusted by Businesses Like Yours
“As the President of The Gathering of Women, I have worked closely with Faye and have seen firsthand the enormous talent and dedication she brings to our organization. She has been instrumental in ensuring our mission to serve underserved communities is successful. Her contributions have been vast and varied, including: Bookkeeping, program budgeting and Data Tracking with exceptional precision. Her unique talent for writing and designing programs has been vital. She also found time beyond her services to volunteer on the front lines.”
Samantha R. Hardy, President
The Gathering of Women, St. Petersburg Florida
★★★★★
“There is a rare level of comfort that comes with working with Faye Watson. From our very first conversation, it was clear that she wasn’t just offering bookkeeping training, she was investing in me as a business owner. She listens, she understands the heartbeat of the hair salon and spa industry, and she goes above and beyond to provide support. Knowing Faye is just a phone call away gives me the confidence to keep growing.”
Kim Ross, Owner/Stylist
Meraki Hair Studio and Day Spa, Middle
★★★★★
“Working with Faye Watson was a transformative experience for Beacon Windows and Doors. She provided a seamless approach to organizing our company, from mastering QuickBooks to mapping out efficient onsite and remote processes. Faye brings a wealth of knowledge and is an invaluable resource. She came to us as a seasoned professional almost 15 years ago and has become a trusted friend. We highly recommend her services to any business seeking QuickBooks support or looking to run more effectively.”
“One of the smartest investments I’ve made for my business. Faye Watson didn’t just clean up my QuickBooks; she identified crucial improvements and provided the exceptional training I needed to manage the system moving forward. I went from needing a major cleanup to feeling fully confident and empowered. In addition, she took the time to understand my unique industry, making communication effortless and the entire process feel tailored. I went from needing a major cleanup to feeling empowered to handle my own books.”
Michael Mitchell , Owner
Getxstreamtv, USA
★★★★★
FAQ
Got Questions? We’ve Got Answers
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