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Next Step To Becoming A Client
We Are QuickBooks Experts In Construction Bookkeeping Services
Serving Contractors All Across The U.S.A.
The First Phone Call is the starting point of our mutual relationship. I may receive an initial request for information by email (which I am happy to receive) however ongoing phone support is an important part of the process – it helps clarify things for both parties and can help put your mind at ease.
Need Help Now?
Call Sharie 206-361-3950
In The End everybody gets to chat with Sharie once, twice, or even three times before making any kind of decision about which of our services that they would like to pursue however initially we are chatting informally over the phone.
The Next Step depends on whether or not you are within comfortable driving distance of our office at 19909 64th Ave W. Lynnwood Washington, 98036 Suite 201 - 2nd Floor. If you are we may ask you to stop by to meet us for your initial appointment. If you are father away, feel free to call our office at 206-361-3950 is to set an appointment for an in-person consultation.
Working Long Distance
We have contractor clients all over the U.S.A. and how we handle the next step is slightly different. We will ask you to register on our secure client portal. The process requires verification on our part but only takes a few minutes so we usually ask to start the process during the first phone call. Uploading your QuickBooks file can be done later at http://www.fasteasyaccounting.com/log-in/
Since is it not practical for you to send me assorted documents (that I would normally see if we met in person) we instead evaluate your QuickBooks file as a starting point, along with my notes from our conversation to determine where you are now. We also take a look at what you would like QuickBooks to do for you that it is not doing for you now and how we can help. We can help you with this even if the documents you need are in a shoebox, under or behind the seat of your truck in a file box.
Setting The Appointment
Your Current Bookkeeping Practices At Fast Easy Accounting, we find that having an idea of any past bookkeeping practices and issues is extremely important in helping you go forward successfully. To that end, we need to know if you are:
Having issues with the bookkeeping
Having issues with the office manager, a spouse, a contractor or someone else who has up to this point done the book keeping?
How is the bookkeeping being done currently and is that in fact working for you?
What to Bring to the First Meeting:
Bank and credit card statements.
Items can come “unsorted” in a big giant box. We know what to do with it when it arrives. We have a system to get documents into QuickBooks For Contractors in a logical, easy to understand format that is used to create useful financial reports and other QuickBooks reports. This meeting is a management discussion and the construction company owner must be present to win the opportunity to work with us.
Our First Meeting
The First Meeting - Takes place in our office. We offer a FREE (1) Hour Consultation. During the consultation, we will ask you:
Why Did You Call?
What Are The Issues?
How Can We Help?
We know that issues regarding money, business, and most of life are more complex and there is more to the story so after a few initial questions on our part, it’s your turn to talk and tell us your story. The purpose is to clearly understand your issues and to develop a workable solution. I need to understand you, your business, what you do, how you manage your business, you goals and your employees.
Our Mutual Purpose
After The First Visit – Most things can be handled via phone calls, word documents, spreadsheets, PDF files, USPS mail, faxes, web drives or dropping by our office. As a contractor you have more than enough hats to wear so we handle the routine paperwork and you handle the parts of your business that only you can do.
Together we will develop 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 you a flat rate. A flat rate is the best value. Usually it’s my recommendation for you to become an outsourced client. Once I’m comfortable in my knowledge about your business, I will give you a proposal customized to fit your particular needs.
Our Construction Bookkeeping Services System
We Scan Your Receipts And Invoices link them to QuickBooks transactions where it is appropriate and give you back a CPA-ready packet for your tax return and we provide ongoing Cloud Based Contractors Bookkeeping Services by accountants who understand construction.
Our Part - We enter your customers, employees, vendors, items, receipts, check stubs, deposit slips, credit & debit card receipts. We also will reconcile bank statements and credit card statements and update the sales tax changes in QuickBooks contractors.
We Are Located At - 19909 64th Ave W. Lynnwood Washington, 98036 Suite 201 - 2nd Floor. We understand Washington State taxes very well. For out of state clients we can discuss with you your individual state issues and customize QuickBooks for Contractors to meet your needs.
Your Part - You make the important decisions about your business. You generate bids, change orders, invoices, make bank deposits, pay bills, taxes and pay your employees. We do not have any direct access to your money. No credit cards, bank accounts, Federal, State, Local tax agency accounts. We can prepare your monthly and quarterly tax returns; however, only you can authorize payment.
We Never Touch Your Money - And we recommend you stay away from Bad Bookkeepers, Accountants and C.P.A.'s that want to "pay your taxes" and “pay your bills" for you because you could wind up with a lot of financial headaches. Stop theft before it starts by being the only person who manages your construction company money.
QuickBooks For Contractors Cloud Computing
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.
We have prepared a welcome packet for you
Fill out the form on the right to get it!
If You Need Help Right Now
Call Sharie 206-361-3950
Our 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 including automatic backup of your QuickBooks for Contractors file.
Our Technicians – Our technicians assist you with day to day issues that can occur with any QuickBooks file. Have you had any of the following problems: Logging into QuickBooks for contractors, printing on your desktop printer, creating PDF Files or other issues?
QuickBooks For Contractors Hosting Solution
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 for contractors file, Microsoft Office, Excel, Word and more. And the server support staff backs up everything daily.
Paperless Document Storage System – Our system provides paperless access to your documents 24/7 so you can access your documents to see what you have on file with us from any web enabled device.
Our Services End - 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 Can 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 – Your tax preparer has all the personal information about your home, family, personal finances, real estate, trusts, investments, etc.
Everyone Works Together - As a team to help you become successful, everyone filling their role as part of your personal Board of Advisors checking and cross checking each other for your ultimate benefit.
Why We Understand Contractors Better Than Any Other Accountant
We Know Construction Bookkeeping And Accounting – We know how small, medium and large contractors work and think because we have spent many years as contractors before switching full time into Contractors Bookkeeping and Accounting Services. We have been where you are now which means we understand the day-to-day challenges you face. 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. Those experiences plus many others are the soft part of what we bring to the table to help contractors.
Need Help Now?
Call Sharie 206-361-3950
We Support QuickBooks Desktop In The Cloud
And Xero Accounting Online
Fill Out The Form And Get The Help You Need!
Need Help Now?
Call Sharie 206-361-3950
We Are QuickBooks Desktop Version And Xero Accounting Online Experts Specializing In Construction Bookkeeping Services
About The Author:
Randal DeHart, PMP, QPA is the co-founder of Business Consulting And Accounting in Lynnwood Washington. He is the leading expert in outsourced construction bookkeeping and accounting services for small construction companies across the USA. He is experienced as a Contractor, Project Management Professional, Construction Accountant, Intuit ProAdvisor, QuickBooks For Contractors Expert and Xero Accounting Specialist and Bill.Com Certified Guru. This combination of experience and skill sets provides a unique perspective which allows him to see the world through the eyes of a contractor, Project Manager, Accountant and construction accountant. This quadruple understanding is what sets him apart from other Intuit ProAdvisors and Xero accountants to the benefit of all of the construction contractors he serves across the USA. Visit http://www.fasteasyaccounting.com/randal-dehart/ to learn more.
Our Co-Founder Randal DeHart - Is a Certified PMP (Project Management Professional) with several years of construction project management experience. His expertise is construction accounting systems engineering and process development. His exhaustive study of several leading experts including the work of Dr. W. Edward Deming, Michael Gerber, Walter A. Shewhart, James Lewis and dozens of others was the foundation upon which our Construction Bookkeeping System is based and continues to evolve and improve. Check out our Contractor Success Map Podcast on iTunes and Follow Randal on Google+Follow Randal on Google+