You're in the money making business.
But managing money is getting tricky!
Let's build the foundation you need to start making money without any setbacks!
We can help you with:
QuickBooks Software Set-Up + Training
Continued Support Including Monthly Reconciliation Services and Bookkeeping
Mentorship and Coaching
Our packages work, because we invest the time needed to understand and solve our client’s problems.
BEFORE USING OUR SERVICES…
You have a new business that’s making some headway but you're investing way too much time in management and logistics manually.
You have no idea how to reconciliate your accounts, divide costs or where to invest.
You have a business idea or vision and the means to implement it, but don’t have the knowledge.
AFTER WORKING WITH US…
You will have the confidence needed to move on with your business plan.
You will focus on what’s really important: doing what you love.
You feel safe and empowered to keep moving.
Your business is set up to work for you on the best practices.
SIGNATURE SERVICES
Ready to transform your back office, get clear on your numbers, and level up your finances? Let’s build the foundation you need and take your business to the next level.
QuickBooks Software Set-Up, Standard Operating Procedures & Staff Training
Selection and set-up of the QuickBooks version for your business
Custom accounts
Live onsite training
Virtual follow-up support calls
Set-up / connection of bank and credit card accounts to your bank directly
1-month reconciliation of operating bank account, credit card and other balance sheet accounts
Management report to communicate assessment and recommendations
ONGOING MONTHLY SERVICES
After we’ve implemented the initial financial systems and structures you need to make sure your business is working for you, we offer continued support to optimize your operations. With 20+ years experience in supermarkets, our ongoing reviews and training will give you ease of mind in knowing your finances are being taken care of efficiently and effectively.
We offer a variety of packages that include:
Support calls and email communication with your team
Reconciliation of bank & credit card accounts
Continued training
Weekly bank feeds
Categorize & reclassifying of transactions
Review of P & L
Vendor, customer & chart of accounts quarterly clean-up
Monthly review of A/P & A/ R
Bookkeeping
Process improvement implementations
Internal review
“After working with Massiel, our company’s monthly reconciliations were up to date and we received training and information to help us maintain our accounts up to date. She focused on our main objective and we were able to see a specific and desired outcome in a short amount of time.”
ADDITIONAL SERVICES
Because business happens beyond the training, we offer the following services to help optimize your operations. With over 3000 hours of in-store consulting, we have identified industry standards and best practices for the independent retail grocer.
As a result we offer the following solutions for your success:
Several months of data to catch up?
Data Entry
Vendor Invoices
Bank Entries
Sales Recording
Do you have the right processes in place?
Process Review
Paperless Record Keeping
Managing Cash-on-Hand
Workflow Efficiencies Review
Merchant Service Review
Do you need an extra set of eyes on your operations?
Internal Review
Accounts Payable Vendor Audit
Reviewing and Reconciling Cash-on-Hand
Special Projects (for example, payroll review)
Fraud Prevention
“Not only did I receive the necessary training but I also now have someone that I can go to when in doubt. As a business owner that [provides] peace of mind. Working with this company has been an amazing experience and smooth transition. Together we have developed a strategic business plan that gives me total confidence to run a successful business.”