4 WAYS TO CONTINUE WORKING TOGETHER ON YOUR BUSINESS!
Enroll in One of BoFin's Services!
Discover a suite of services for more efficient operations, having more cash in the bank, and higher profit margins.
Clarity on What's Driving the Your Revenue, Expenses, and Margin
In QBO Set Up, we prepare and update a tailored accounting system that business owners across the industry to take the most advantageous step to scaling and their business. From cash flow statements to vendor reporting to managing invoices, QuickBooks Online (QBO) gives you the foundational insights business owners want.
• QuickBooks Online (QBO) account • Current month's transactions categorized. • Customized chart of accounts • Assumptions and decisions memo • Information settings updated with current business information
Boost Confidence in Your Numbers with this In-Depth Solution
This highly transformative QuickBooks Online (QBO) clean-up solution is focused on turning numbers, data, and financial statements that enable you to make decisions with less risks, less guessing, and while making them quicker. With your accounting specialist, you're going to learn what transactions go where, how each transaction translate to your business's operations, and the priceless clarity accuracy and consistency provides.
• Mis-categorized transaction corrected to the appropriate account • Back dated months credit card and bank account reconciled to current month • Customized chart of accounts • Missing transactions and adjustments recorded • Assumptions, decisions, and missing data memo
Unlock the Power of Actionable Financials that enable You to Execute on What Really Matters
With our Bookkeeping services you'll receive weekly updates and financial metrics that RESHAPE how numbers can be used to take more control and earn back more time... PLUS you'll get access to a weekly metrics analysis, weekly cash flow worksheet, and month-end dashboard that breaks down and compares this month, quarter, or year to the previous period!
• Weekly transaction categorization • Month-end credit card and bank account reconciliation • Accounts payable payment processing • Payroll processing • Weekly metrics analysis • Modified cash flow analysis • Bill payments Month-end financial statement dashboard
Close the Gap Between Where the Business is Today and Where You Want It to be
Learn how to take the plans that are in your head and put them into a concrete roadmap that reveals the levers that help efficiently and increase revenue and margins with financial planning + analytics. Our service provides recurring and one-off analysis that prepares you and your team to take actions that align with your goal and what it will take to get there.
• Customized KPI analytics dashboard • 13-week cash flow forecast • 12-month revenue and expenses forecast • Budget versus actuals + cash flow analysis video • Month-end financial statements ratio analysis • Job completion (job costing) analysis • Financial scoreboard • Crew schedule • Labor and admin team wages forecasting • ROI analysis • Weekly metrics analysis • Modified cash flow analysis