Pro Books Powerpoint Presentation

14
PROFESSIONAL BOOKKEEPING And More!

Transcript of Pro Books Powerpoint Presentation

Page 1: Pro Books Powerpoint Presentation

PROFESSIONAL BOOKKEEPING And More!

Page 2: Pro Books Powerpoint Presentation

WHO WE ARE

> Minnesota Based Limited Liability Company> Headquartered in Golden Valley, MN> Expertise

Small Business Bookkeeping General Accounting Principles QuickBooks Software Services Financial Management & Reporting

2

Page 3: Pro Books Powerpoint Presentation

WHAT WE DO

> We provide comprehensive bookkeeping services at an affordable price.

> We help small business owners get a handle on their day-to-day accounting and financial efforts.

> We show business owners how a proactive approach to their accounting tasks improves cash flow and increases profits.

3

Page 4: Pro Books Powerpoint Presentation

WE ARE DIFFERENT

> Our professional experience combines traditional bookkeeping with a higher-end accounting perspective & approach.

> Our services are generally more comprehensive than traditional bookkeeping services.

> Our fees are extremely competitive compared with those of other traditional bookkeeping companies.

> Our services blend traditional bookkeeping (day-to-day) tasks with strategies & advise that help you grow your business.

4

Page 5: Pro Books Powerpoint Presentation

OUR CLIENTS> Entrepreneurs who recognize and value the

combination of bookkeeping and accounting services we provide.

> Business owners who are interested in growing their business and in taking that business to the next level.

> Operate in a variety of markets: Service Industries Building Trades Professional Services Manufacturing Industries Non-Profits & Organizations

> Are in various stages of maturity Start-Up Stage

Seed Stage

Growth Stage

Mature Stage 5

Page 6: Pro Books Powerpoint Presentation

OUR SERVICES

> QuickBooks Software Set-Up > General Bookkeeping> Accounting Support> Financial Consulting

6

Page 7: Pro Books Powerpoint Presentation

QUICKBOOKS SET-UP

> Initial Business Evaluation> QuickBooks Software Installation> Accounts Set-Up (General Ledger /

Customers / Clients / Etc.)> Remote Access Set-Up> Remote Banking / Merchant Card / Etc.

Accounts Set-up

7

Page 8: Pro Books Powerpoint Presentation

BOOKKEEPING SERVICES

> Accounts Receivable Management> Accounts Payable Management> Bank/Credit Card Account Management> Merchant Card Account Management> Employee Payroll Management> Project Management Support (Job Costing, Etc.)

8

Page 9: Pro Books Powerpoint Presentation

ACCOUNTING SERVICES

> Budgeting & Forecasting Coordination> Gross Margin & Break Even Analysis> Financial Statement Preparation> Quarterly Tax Filing (Withholding/Sales Tax/Etc.)> Tax Documents Preparation

9

Page 10: Pro Books Powerpoint Presentation

CONSULTING SERVICES

> Financial Statement Analysis> Operational Management Reviews> Strategic Planning & Budgeting> Quarterly Financial Reviews> New Year Preparation & Review> Year End Preparation & Review

10

Page 11: Pro Books Powerpoint Presentation

SERVICES FEATURES

> On-Site & Off-Site Services> Bookkeeping & Accounting Advantages> Accounting/Operations Integration Insight> High-End Services at Affordable Cost> Comprehensive Approach

11

Page 12: Pro Books Powerpoint Presentation

CLIENT BENEFITS

> We educate our clients on basic financial management practices and practical application to business.

> Our proactive bookkeeping improves cash flow and increases profits.

> Our accounting based services saves year-end CPA/tax preparation costs (ROI).

> Proper bookkeeping, accounting and financial management reduces overall liability and risk.

12

Page 13: Pro Books Powerpoint Presentation

SUMMARY

> Our flexible approach and attention to your business will change the way you do business.

> Taking a pro-active approach to your bookkeeping and accounting tasks will improve your overall operations.

> We will save you time and money and our services will prove to be a wise investment.

> We will provide you with peace of mind by keeping your financial house in order.

13

Page 14: Pro Books Powerpoint Presentation

14

ProBooks8160 Wesley Drive

Golden Valley, MN 55427

www.ProBooksMN.com