Bookkeeping Focus.
Financial Clarity.
Are you still relying on spreadsheets or basic software for bookkeeping? It's time for an upgrade!
We'll address common errors, showcase key benefits, and demonstrate how professional bookkeeping can drive growth.
Discover how a robust bookkeeping system can transform your business finances.
Find your financial clarity with the Qasas CPA Firm!
The Hidden Risks of Outdated Methods
Misclassifications
Incorrectly categorizing expenses can lead to tax errors and financial misrepresentation.
Missed Details
Overlooking small transactions can accumulate into significant discrepancies over time.
Compliance Issues
Inadequate record-keeping may result in audit problems and potential penalties.
Limited Insights
Basic methods often fail to provide the depth of analysis needed for strategic decisions.
Common Bookkeeping Challenges
1
Payroll Tax Confusion
Distinguishing between business payroll taxes and employee withholdings can be tricky.
2
Deposit Misclassification
Misidentifying capital contributions or loan proceeds as sales can skew financial reports.
3
Hidden Fees
Credit card fees not shown on bank statements often go unrecorded, affecting accuracy.
4
Asset Management Errors
Incorrectly recording expenses as assets can lead to depreciation miscalculations.
Complex Financial Scenarios
Non-Sales Deposits
Properly record refunds, capital contributions, and other non-sales deposits like sales tax collected, commissions, transfers, loans, etc.
Mixed-Use Transactions
Record and allocate purchases and expenses across multiple categories as required
Loan Management
Allocate loan and mortgage payments between principal, interest, escrows, taxes, fees, etc.
Asset Depreciation
Report and depreciate assets based on IRS guidelines while optimizing for available elections
Home Office Expenses
Manage accountable reimbursement plans and recordkeeping requirements and transaction reporting to legally deduct home office expenses.
Business Usage of Personal Vehicle
Manage mileage reimbursement plans and recordkeeping requirements and transactions to deduct auto expenses.
Business Expenses paid Personally
Treat personal paid expenses in a efficient manner to ensure the correct reporting and audit defense of business expenses paid personally.
Personal Expenses paid from Business
Determine whether a personal expense paid by the business is a dividend, return of capital, distribution, loan, or other treatment.
The Power of Automation
Real-Time Updates
Automated bank feeds ensure your books are always current and accurate.
Smart Categorization
AI-powered systems learn to categorize transactions, reducing manual work.
Time Savings
Automation frees up hours previously spent on manual data entry.
Instant Reporting
Generate financial reports with a click, no manual calculations required.
Benefits of Professional Bookkeeping
1
Enhanced Accuracy
Minimize errors with expert oversight and advanced software.
2
Stress Reduction
Experience peace of mind knowing your finances are in order.
3
Strategic Insights
Gain valuable financial intelligence to inform business decisions.
4
Growth Enablement
Focus on scaling your business while experts handle the books.
Our Comprehensive Setup Process
1
Initial Consultation
We discuss your unique business needs and financial goals and send you an onboarding kit for engagement terms and information needed to get started
2
System Integration
We set up and customize your QuickBooks Online account and invite you to create your account and jump right into connecting your bank accounts and credit cards.
3
Data Migration
We do our magic! At this point we go ahead and update previous year information, start organizing and categorizing your transactions and follow-up with you on any additional information we need throughout.
4
Support & Feedback
Just like our bookkeeping system gets smarter and more efficient as we train it and setup automations and rules as needed, we can provide you an overall better, more transparent and helpful service with your feedback and additional support to ensure a full collaboration of clarity and compliance!
Your Investment in Financial Success
1
One-Time Setup Fee: $500
Includes QuickBooks Online activation, data migration, and customized chart of accounts.
2
First Year QuickBooks Subscription
Enjoy immediate access to powerful bookkeeping tools at no extra cost.
3
Ongoing Support
Choose from our tiered packages for continuous expert assistance and guidance.
4
Return on Investment
Experience improved financial clarity, compliance, and strategic decision-making.
Your Bookkeeping Journey: Let's Get Started!
Embark on a seamless bookkeeping experience with our step-by-step onboarding process. From reviewing the proposal to activating your QuickBooks account, we'll guide you through each step to ensure a smooth transition and set the stage for financial success.
Step 1: Review & Agree
Start by thoroughly reviewing our proposal terms, understanding the fee structure, and knowing what we promise and what's expected of you. Once everything looks good, give us the green light to move forward.
Step 2: Sign & Pay
Next, sign the dotted line, pay the $500 initial setup fee, and get ready to experience the joy of financial organization.
Step 3: Fill & Activate
Complete the bookkeeping organizer to the best of your ability, then watch for an email to activate your QuickBooks Online account. If you're new to QuickBooks, create your username and password.
Step 4: Connect & Prepare
Log into your new QuickBooks account, link up your bank and credit card accounts, and journey back to January 1, 2023 to set the stage for your 2023 financial records.
Step 5: Setup & Quote
We'll work our magic to set up your books for 2023, and if you'd like, we can provide a firmer quote on our ongoing bookkeeping fees. Once everything is ready, let's make your finances sparkle!
Remember, we're here to support you every step of the way. Let's turn your numbers into success stories!