How We Work And What To Expect
How Does Fast Easy Accounting Work? - What Is The Process? – What Can I Expect? How Should I Contact You? – You can expect a friendly accountant who understands contactors and construction. – Who likes to talk on the phone and assist clients.
First Let Me Say Thank You - For visiting Our website / blogs / whitepapers on fasteasyaccounting.com. We trust the information is useful and look forward to you becoming a client.
Here Is A Brief Outline Of How We Work.
Our Niche Is Contractors
From The Brand New Contractor - To those who have been in business for many years and have more complex needs we welcome everyone!
Our Initial Focus - Is on your accounting needs. RE: QuickBooks Setup Tune-Up or Clean-Up whatever is best for you.
We Sincerely Believe All Contractors - Should have access to their QuickBooks file because it is good business practice to "Trust-But-Verify" to paraphrase President Ronald Reagan.
Important Note - QuickBooks Desktop Version in the cloud and QuickBooks Online are two completely different products.
We Use QuickBooks Desktop Version -In an online (hosted) environment.
Desktop QuickBooks - http://www.fasteasyaccounting.com/quickbooks-desktop-online
How We Work: The Beginning Of The Process
You Call 206-361-3950 - When you get a chance for a quick chat. We like to communicate via the phone in addition to emails. I look forward to discussing how we can be of assistance. I can be reached at 206-361-3950
The First Phone Call
It’s The Starting Point - Of our mutual relationship. I may receive an initial request of information by email (which I am happy to receive) In the end - everybody gets to chat with me once / twice / even three times before making any kind of decision about our services. Initially we are chatting informally over the phone.
The Next Step - If you are within driving distance of our office at 19909 64th Ave W. Lynnwood Washington, 98036 Suite B - 2nd Floor is to set an appointment for an in-person visit at our office.
How We Work: Setting The Appointment
I Want To Meet And Chat With The Person - Having issues with the bookkeeping. Is it the office manager, spouse and or contractor. Is it all three. Who is doing the bookkeeping now?
Bring All Your - Paper / letters / invoices / bank and credit card statements. It can come “unsorted” in a big giant box. We know what to do with it when we get it ..we have a system to get all documents into QuickBooks in a logical format / creating useful information and QuickBooks reports. It’s a Management discussion - Owner must be present to win the opportunity to work with us.
How We Work: The Meeting
The First Meeting - Takes place in our office. We offer a FREE (1) Hour Consultation. Question: Why Did You Call? What Are The Issues? It’s your turn to talk. Object is to clearly understand your issues and to develop a workable solution. Until I understand about your business / what you do / how you manage your business / what are you goals / are there employees
How We Work: Purpose
After The First Visit – Most things can be handled via phone calls / PDF files / mail / or dropping by. As a contractor you have more than enough hats to wear. We handle the routine paperwork – you handle the parts of your business that only you can do.
I Am Developing A Plan - To blend our systems and processes with your expectations for a set of results that is fair to everyone. Part of my function is business management. Almost always we quote Flat Rate. It is the “Best Value” and usually it’s my recommendation for you to become an outsourced client. Once I’m comfortable in my knowledge about your business – I quote prices tied to a customized solution.
How We Work: The Bookkeeping Portion
Our Part: We enter your customers, employees, vendors, items, receipts, check stubs, deposit slips, credit / debit card receipts, reconcile bank statements and credit card statements and update WA sales tax rate changes in your QuickBooks®
We Are Located At - 19909 64th Ave W. Lynnwood Washington, 98036 Suite B - 2nd Floor. We understand Washington State taxes very well. For out of state clients; we discuss with you about your individual state issue / customize to your QuickBooks file.
Your Part: You make the CRITICAL Decisions about your business. You generate bids, change orders, invoices, and payroll; make bank deposits, pay bills, taxes, and employees. We do not have any direct access to your credit card / bank accounts or Federal / State / Local tax agencies accounts (EFTPS / etc.)
WE NEVER TOUCH YOUR - Money and recommend you stay away from Bad Bookkeepers, Accountants and C.P.A.'s that want to "pay your taxes" and/or pay your bills" for you because you could wind up with lots of financial headaches and pain.
How We Work: QuickBooks In The Cloud
We Upload Your QuickBooks File - “Into the cloud” on our server. The server is NOT located in our office or someone’s back bedroom or closet. The server is located in on a server farm and is managed by a professional service approved by Intuit and is Twain / HIPPA compliant.
The Service Is Comprehensive - It comes complete with some of the best of the very best network technicians available supporting and maintaining everything for you around the clock 24/7/365 at no additional cost.
They Assist With Day To Day - Issues that can occur with any QuickBooks file. Have you had any of the following problems: Log Into File / Printing / Creating PDF Files / Sending Emails? They have an answer for that! We provide the bookkeeping and accounting services. http://www.fasteasyaccounting.com/quickbooks-cloud-computing-faq/
How We Work: Hosting Portion
We Upload Your QuickBooks File - “Into the cloud” on our server All of the benefits of being on the server listed above still apply. You can add our accounting, bookkeeping and consulting services as needed...We provide you with an Online Login Access to your QuickBooks file and the server folks automatically backup everything every day including your 2010 Microsoft Office, 2010 Excel, 2010 Word, and the Paperless Document Storage System.
How We Work: Tax Accountant
Our Services Stop With - The completion of your Quarterly Reports and W-2’s if you have employees. We make accessible a copy of your QuickBooks file and/or financial reports for your tax preparer to do your annual taxes. Again "Trust But Verify" by letting someone else review what we are doing for you.
We Enter The Year End Adjusting Entries - From your tax preparer into QuickBooks as instructed by your tax preparer. We are like surgeons focused on helping your business become more and more profitable by showing you how to develop and maintain a Business Process Management (BPM) System. Your tax preparer is like your family doctor focused on the general tax issues of your business and personal life. It’s Private - Tax preparer has all the personal information about your home / family / personal finances / real estate / investments / etc.
Everyone Works Together - As a team to help you become successful, everyone filling their role as part of your Board of Advisors checking and cross checking each other for your ultimate benefit.
Summary: We Know Contractors
We Know Construction Bookkeeping And Accounting - And how small contractors work and think. As former contractors, we understand the day-to-day challenges. I have waited for hours for city and county inspectors to show and write off a permit and a hundred and one other things that happen in a contactors busy schedule.
We Can HELP you! - Let’s get started NOW! You have been looking / moving / sorting your paper long enough.
I Look Forward To Chatting - Then meeting with you. I’m Sharie and can be reached at 206-361-3950
There A Better Way To Run Your Construction Business And You Found It!
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