Just like your business, your books are most vulnerable at the early stages. Time is money…and must be spent wisely. Most clients learn the basics in just a few hours, saving them hours of troubleshooting later on down the road. By using Controllership Solutions LLC services early on, you can allow yourself the time and energy to focus on bringing in new business. Plus, you ensure that your bookkeeping is handled correctly right from the start. Proper setup of the chart of accounts, general preferences, assignment of classes, creation of items, and the set-up of inventory is crucial to the long term benefits of QuickBooksTM.
Controllership Solutions LLC experts will guide you through the start-up process so you can quickly and efficiently start-up your business knowing that your books have a solid foundation. Beyond QuickBooks, Controllership Solutions LLC works with you and your staff to develop an organized system of processing the work flow. Advice is provided on making bins, and files to track the paper work from creation to retention as well as recording and tracking it.
Smith is an Advanced QuickBooks Pro-Advisor® and can walk you through the process, step-by-step, and thoroughly explain the implications of setting up your accounting system the right way versus the wrong way. He’ll review the cost vs. benefit of keeping a detailed track of inventory, deciding whether to segregate expenses by company divisions, determining how to email customer invoices, and more.
Right from the beginning you can utilize the potential of the software program for everything it can help you with.
In just a few hours you can quickly and efficiently learn to:
- Print invoices, credit memos, and checks
- Track accounts receivables and payables
- Record sales orders, purchase orders and inventory items
- Print reports, and balance bank statements
You have already invested in great accounting software-and business-so you owe it to yourself to maximize that investment. Controllership Solutions LLC helps many small businesses keep CURRENT and ACCURATE bookkeeping records. Records and reports that provide valuable, real-time insight into the business’s cash flow, budgeting, collections, and more!
Controllership services allow you to have a CPA as your Controller.
Controllership Solutions LLC takes pride in providing management with valuable financial advice, customized financial reports, and the assurance that their books are reconciled and accurate.
Controllership Solutions LLC gladly works with your existing bookkeeper, assistant, or accounting clerk, who enters the day to day data entry and processes the work; but needs a QB expert to assist with problematic transactions, reconcile tricky accounts, and create specialized reports including:
- Budget to actual Profit and Loss
- Job or department profitability
- Fixed-asset depreciation schedules
- Owner Investment/ Draw
- Product Serial Number Sold
- Inventory on Hand
Running a small business is one of the most exciting challenges you can undertake and one of the toughest. The businesses that succeed are the ones that stay on top of their finances. In fact, tracking where your money is coming from and where it is going is one of the most important steps you can take to help guarantee that your business becomes a success story, not a statistic.
However, with all that you have to do to attract new customers while serving your existing customers, it is often the bookkeeping that loses the emphasis it needs. This means that while you are focusing on other aspects of business, money is lost, accounts are mismanaged, and bills are left unpaid. Poor bookkeeping costs money. Maintaining good financial records the first time is less costly and less time consuming than fixing mistakes later or after it’s too late…
But spending more time on the books and less time on running the business, managing staff, or enjoying all that you’ve worked for isn’t effective either.
Hiring a costly, qualified full-time bookkeeper prematurely can be a tremendous financial burden for work that is better handled on an as-needed basis. There are also continuity risks associated with hiring an individual bookkeeper, traditionally a high-turnover position.
These problems have a solution. There is a better way…
Controllership Solutions LLC allows you to have a CPA expert as your controller.
If you already use QuickBooks, are you using its full capabilities? Most businesses use less than 25% of its functionality. Leverage the power of QuickBooks, and take your business to the next level by utilizing QuickBooks to its full potential.
By providing strategic, high-level expertise to customize the program to meet your needs, Controllership Solutions LLC will help you address and answer the following questions:
- Which jobs are profitable?
- Are you tracking your employees’ time?
- Does your Chart of Accounts make sense for your business?
- Which division or area of your business makes the most money?
- Do you know who your best–and most profitable–customers are?
- How much money are you making on each of your products and services?
QuickBooks is a powerful program with many time-saving features.
Examples of valuable time-savers that can be done DIRECTLY THROUGH QUICKBOOKS :
- Print checks
- Process credit card and debit cards
- Pay invoices, bills, other expenses online
- Manage in-house payroll with tools and tax tables
- Manage employee information and legal requirements
- Download customer credit check reports from Dun & Bradstreet
- Save time on billing by shipping with FedEx and UPS
- Email invoices, quotes, reminders, and customer reports
- Download business banking information with online banking
- Customize invoices and correspondences with corporate logos, legal disclaimers, and special information fields
- Back up all your important business information online automatically and securely
Saving time is only part of the benefit.
By properly tracking and organizing all your business information in one place, QuickBooks can generate reports that:
- Show you where you’re making and spending your money.
- Tell you who owes you money, who you owe, and when.
- Track sales, purchase orders, open quotations.
- Tell you how your business is doing with a Profit and Loss, Balance Sheet, Statement of Cash Flows, Sales and much more with specific dates, divisions, and customer identification.
- Choices for personal customization and options for your reports are endless!
Don’t let neglected bookkeeping derail your business or leave you with inaccuracies that lead to potential penalties.
The experts at Controllership Solutions LLC are QuickBooks experts who specialize in clean-up and troubleshooting. Consider it a do-over of your data file as we correct inaccuracies and clean up the reporting while giving your books an expert review with suggestions for improvements.
Get your books in tip-top shape so you can understand your current situation and move on with the next highly successful phase of your business.
Controllership Solutions LLC has experience with website design, computer networking, and taxes. In most cases, QuickBooks can be installed on an existing network.
In other cases, Controllership Solutions LLC partners with reputable, local professionals to offer high quality, full-service solutions to your technology needs.
Controllership Solutions LLC can assist in sales tax filings and provide light preparation for quarterly payroll taxes. However, as a matter of best business practice, all clients are advised to retain independent accounting and tax services. Additionally, audits, reviews, and compilations are not performed, nor are opinions provided on your financial statements. Controllership Solutions LLC works as a fiduciary on your behalf to provide assistance to you and your outside accountants.
Geared towards small business owners, Smith’s presentation details the importance of information to the entrepreneur. He emphasizes five things every business owner must know about their business to grow their business: from knowing customers’ needs for understanding inventory turnover to understanding the true cost of goods sold.
Smith discusses lessons learned from Fortune 100 companies to the small business. He addresses how even the smallest of businesses can utilize low cost yet powerful technology to succeed and thrive.
Smith is also available to teach seminars in a classroom environment. An adjunct professor at Morris County College and an experienced lecturer, he can provide instruction to students, offices, and dynamic keynotes to corporate groups.
Sign Up Now for Business Success
Put your business on solid financial ground from the start with the expertise and services of Controllership Solutions LLC.
Skip the learning curve and give yourself the time and energy to focus on bringing in new business with bookkeeping that is handled correctly right from the start.
By setting up your chart of accounts the right way, along with general preferences, assignment of classes, creation of items, and the set-up of inventory, you will maximize the long-term benefits of QuickBooks for your business.
Controllership Solutions, LLC experts will guide you through the start-up process so you can quickly and efficiently start-up your business with a strong financial foundation.
Beyond QuickBooks, The Quicken Coach and the Controllership Solutions team will share best-practices learned from more than two decades of helping hundreds of business owners confidently manage their growth.
Learn exactly how to optimize your back-office and help develop proper workflows and policies designed to maximize efficiency and reduce errors.
In just a hours you can quickly and efficiently learn to:
- Print invoices, credit memos, and checks
- Track accounts receivables and payables
- Record sales orders, purchase orders and inventory items
- Print reports, and balance bank statements
Plus you will learn exactly how to customize QuickBooks to your own needs, in just one day!
Build Your Business, Leave The Books To An Expert Team
Get Full Financial Control with Monthly Controllership Services
The businesses that succeed are the ones that stay on top of their finances. In fact, understanding where your money is coming from and where it is going is one of the most important steps you can take to help guarantee that your business will become a success story, not a statistic.
You need to be free from day to day administrative tasks so you can attract new customers and effectively serve existing ones. It is often the bookkeeping tasks that fall to the bottom of the to-do list, which can negatively impact your business and bottom line.
Poor bookkeeping costs money. Maintaining good financial records the first time is less costly and less time consuming than fixing mistakes later or after it’s too late.
Hiring a costly, qualified full-time bookkeeper prematurely can be a tremendous financial burden for work that is better handled on an as-needed basis. There are also continuity risks associated with hiring an individual bookkeeper, traditionally a high-turnover position.
These problems have a solution. There is a better way…with Controllership Solutions’ Outsourced CFO Services
The Controllership Solutions Team will work with your existing bookkeeper, assistant, or accounting clerk, as they enter the day-to-day data entry and process the work, providing top-level QuickBooks expertise to assist with problematic transactions, reconcile tricky accounts, and create specialized reports including:
- Budget to actual Profit and Loss
- Job or department profitability
- Fixed-asset depreciation schedules
- Owner Investment/ Draw
- Product Serial Number Sold
- Inventory on Hand
You’ve already invested in great accounting software-and a business to make you money! Make sure your books are not a barrier to continued success!
Get Even More out of QuickBooks with these Advanced Services
Most businesses use less than 25% of the functionality in QuickBooks. Take your business to the next level by fully optimizing QuickBooks with help from the experts at Controllership Solutions LLC.
Your company recognizes the benefits of good record keeping. However, as you increase staff and business, existing manual processes are also increasing. In turn, burdensome manual data entry and report creation is inhibiting the ability of management to timely review financial data and understand the financial future of the business.
However, a jump to costly and complex enterprise software programs requires significant resources and can drain energy from core competencies at a vulnerable time in your business life cycle. When properly selected and utilized, the right software provides strong returns on investment and serves as the foundation of scalable enterprise businesses
Growth is good, and fortunately there are hundreds of third-party software applications that integrate with QuickBooks. Intuit specifically approves developers to design programs to address growth pain points within its accounting ecosystems. This stretches the capabilities of QuickBooks instead of jumping to a premature system upgrade.
The Controllership Solutions “QuickBooks Stretching Solution” service includes:
Selection of appropriate cost beneficial software.
- Selection of appropriate cost beneficial software.
- Installation of software.
- Training staff on proper usage.
- Ongoing troubleshooting/maintenance of programs.
- Monthly reporting, presentation and discussion of firm financial performance.
Controllership Solutions can also provide you with the latest financial management solutions. We research and test the latest software technologies designed to streamline and increase efficiency to select “best-in-class” third-party software applications that integrate with QuickBooks.
Specifically, these programs typically yield the following benefits:
- Significant time savings.
- Lower risk of data-entry errors.
- Convenient web-based employee time entry.
- Efficient time approval process.
- Integrated project time tracking.
- Stable QB integrations
- Deeper insight into business metrics
- Benchmarking statistics.
- 24×7 real-time web-based accessibility to key data.
- Benefits of a “green” –i.e. paperless platform.
The Quicken Coach Works with CPAs to Create Clarity for Clients and More Advisory Revenue for You
Are your clients using QuickBooks to its full capabilities? Most businesses use less than 25% of the software’s potential. Many more QuickBooks users don’t use it correctly. Inaccurate and unreconciled books cost both your clients and you time and money doing clean-up work.
When properly selected and utilized, the right software saves time, in turn providing one of the strongest returns on investment a business owner can realize.
Controllership Solutions specializes in helping QuickBooks users be more productive and efficient. Although you or your staff may “know QuickBooks”, it takes a true specialist in the software to solve complex problems, simplify set-up, and eliminate reporting issues.
Working by referral, or as a subcontractor, we work to improve your client’s use of QuickBooks technology and reduce the non-value-added tasks and redundancies for the workflow.
Give your clients top technology training, financial confidence and peace of mind
Looking to play a greater role as a trusted advisor to your client? By working with Controllership Solutions to implement dashboards, you can quickly get the Key Performance Indicators (KPI’s) you need to proactively offer the value-added advisory services your clients need and are looking to provide.
Our objective is to give you the tools needed to help you and your clients succeed.
We do not compete with your services. We do not do taxes, audits or compilations.
We do make it easier for you get the quality data you need to perform these jobs.
We do set-ups and troubleshooting.
Once you and your clients are comfortable, we will step back, or serve as an outsourced controller managing internal bookkeepers, handling problematic transactions, and ensuring proper month and year-end reporting so a full-service solution is offered to the client.
Today, small business accounting technology continues to increase, making it difficult for one person or firm to manage. Keeping abreast of the latest accounting software technologies is our passion, allowing us to provide the latest tools and QuickBooks integrations of hundreds of “apps” providing solutions for specialized business needs that address growth pain points and increase efficiency and accuracy of data-entry. This stretches the capabilities of QuickBooks before an unnecessary transition to costly and complex enterprise software systems.
Learn more about working with us to achieve success for you and your clients. Download our service listing below and contact us to get started: