Services

Are you ready to take your business to the next level? Do you need more accountability and tracking on your finances, profits, ROI, and spending habits? I offer a variety of services, including advisory services, bookkeeping, and financial systems consulting.

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Quickbooks Setup

Starting a new business? Or new to the world of accounting software? I’ll review your needs and complete the initial setup from scratch specific to your business. We will discuss a training or support package as well, if needed. Along with setting up your QuickBooks file, I can help design workflow and administrative processes to help you save time and money.

Knowing the right questions to ask about your business allows us to set up a QuickBooks workflow with lists of items you sell, services you offer, and vendors you use regularly, and more.

Quickbooks Setup offered by Guardian Business Services
Services Offered By Guardian Business Services, File Review

File Review

Are you questioning whether or not you are doing things correctly?
Is there something wrong with your QuickBooks data?
Looking for a comprehensive file review?

Our Guardian review service outlines what’s wrong and what needs to be fixed in your accounting file so you can do something about it!

We look at:

  • Company setup
  • Bank reconciliations
  • Chart of Accounts
  • Undeposited Funds
  • Item List
  • Vendor List
  • Customer List
  • Accounts Payable
  • Accounts Receivable
  • Financial Statements

You’ll receive a summary report detailing any opportunities we’ve found and suggestions on what can be improved. If you desire, we can implement our suggestions for an additional fee.

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Bookkeeping offered by Guardian Business Services

Bookkeeping

Need some help getting it all done? Is your time better spent focused on delivering value to your customers? Our bookkeeping services will take the stress out of tax time and provide feedback on your financial position without you having to take your valuable time to compile the data. We offer:

Monthly Bookkeeping
Payroll Management
Accounts Receivable Management
Accounts Payable Management
Profit & Loss Analysis
Bank & Credit Card Reconciliation

Reconciliation

You’re in business to make money, and accurate accounting lets you know how your business is doing. Are you leading with revenue? What are your fixed and variable expenses? What is your return on investment?

Accounting reports are needed to file taxes and apply for financing. They’re full of insights into the performance of your business. We will provide you with monthly financial statements that show your income, expenses, and cash flow.

Reconciliation offered by Guardian Business Services
Revenue Tracking Offered By Guardian Business Services

Revenue Tracking

In real estate, your commission income is split between you, your market center brokerage, and possibly other team members. With my knowledge of how teams and single agent commissions are calculated and split, I can verify your payments are accurate, track referrals, company dollar, royalty payments, etc. Monthly financial reports will show total income and cost of sales.

Expense Management

When you run a business, you and your staff spend money and incur expenses that need to be categorized correctly. Properly categorizing expenses is not only critical to filing your taxes, it’s critical to understanding how your spending affects your profit.

We use our accounting knowledge, modern online accounting software, and expense management tools to handle your expenses. You’ll have peace of mind that every expense is tracked, categorized and reported accurately.

Expense Management Offered By Guardian Business Services
Reports Offered By Guardian Business Services

Regular reports highlighting your business performance

Accounting reports are not only required for taxes and applying for lending. They can also be used to teach you what you’re doing right and what can be improved. We’ll send you monthly financial reports so you will always know how your business is performing.

Online Document Management

It’s important to have access to all your historical business records. Having access to your receipts and financial documents online ensures you have the proper documentation at tax time or in the rare occasion of an audit. Just take a picture of your receipts and upload them to your QuickBooks app or our shared online storage.  We will ensure all statements, financial reports, and receipts are organized and stored online for easy access when you need them.
Online Document Management Offered By Guardian Business Services
Payroll Services Offered By Guardian Business Services

Payroll Services

Payroll has many different aspects to the process. We will recommend some preferred payroll services that connect to QuickBooks software and make sure all your payroll information is categorized accurately and properly accounted for.

Reconciling on a consistent monthly basis ensures all records are accurate and current. When it comes to payroll, all recorded expenses need to be reconciled with both your payroll journal and your bank statement.

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