Financial Ops Automation & Accurate QuickBooks Books
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About this service
Summary
FAQs
Q: Do I need to have QuickBooks set up already?
A:. I can either clean up your existing account or create a fresh setup for you.
Q: How do you deliver reports?
A: You’ll receive reconciled QuickBooks files plus easy-to-read PDF financial statements each month.
Q: What if my books are really messy?
A: That’s my specialty! I handle cleanup projects and bring your records up to date.
Q: Do you offer training for my team?
A: No training required — I set everything up so it runs smoothly without extra work on your side.
Q: Can you work with businesses outside my state?
A: Yes, all services are fully remote and available nationwide.
Q: How do you price your services?
A: Most projects are flat-fee, while ongoing bookkeeping/reporting is monthly retainer-based.
What's included
Financial Systems Cleanup & Compliance Standardization
- Framing: “Data Integrity & Compliance Audit” - Deliverable: Audit of financial systems (QuickBooks, other ledgers), standardization to align with government or grant-reporting requirements, reconciliation of errors. - Why It Wins: Governments care deeply about audit readiness and compliance.
Monthly Accounting & Reporting Services
- Framing: “Outsourced Monthly Accounting & Reporting” - Deliverable: Accurate, GAAP-compliant monthly financial statements (P&L, Balance Sheet, Cash Flow), plus custom reporting aligned to OMB circulars, grant guidelines, or internal compliance frameworks. - Why It Wins: Many agencies outsource to reduce overhead but must still pass audits.
Financial Operations Automation
- Framing: “Automated Financial Workflow Implementation” - Deliverable: Setup of automated invoicing, payment reminders, and reconciliation workflows in QuickBooks (integrated with government-approved payment systems, like ACH or Pay.gov). - Why It Wins: Cuts down manual errors, supports compliance, improves audit trails.
Skills and tools
Industries