Breakdown of Our Services

Effective Methods and Efficient Tools

The information you need.  Quickly and inexpensively.  In other words, Process Is Cash Flow.

Automating your Processes means faster cash flow, better decisions, and more profits.

Our Services in Detail

	What we do	Your Breakthroughs
Foundations
Quickbooks Version Assessment	We determine if there is a better version of Quickbooks for you, with more functions and reports, tailored to your business. We get multi-user access for you without investing in a LAN.	The right Tools to do things right the first time.  Efficiently and effectively.
Financial Information Assessment	We ensure you collect all the numbers you need, quickly and efficiently, in meaningful buckets.	The right information to help make the best decisions.
Basics
Month-End Reporting	We improve your “out of the box” Quickbooks reports	Save time and money each month-end.
	We also show you additional month-end calculations to give you a better picture of your business	Additional information to help you identify waste and cut costs.
Budgets and Forecasts	These are the next best thing to a crystal ball. We set up cash flow forecasts and budgets that are easy to revise, and update automatically with your actuals.	An inexpensive and user-friendly way to help avoid nasty surprises to your profits and cash flow.
Invoicing and Cash Collection	We implement automated billing with credit card and e-receipts.	Invoice faster, collect faster, and cut down on time spent on bank runs and bank recs.
Advanced
Admin Systems	We automate your timesheet and expense reporting.	Save time and headache for everyone. Keep your field staff in the field.
Purchase Orders	We help you generate your Purchase Orders at the touch of a button. Costs get tagged automatically to relevant GL accounts and jobs.	No re-keying of data from the PO: less work + fewer mistakes = less rework.
Payments	We help you move towards electronic payment, so you can approve payments from the field.	Spend your time generating business and serving your customers, not doing admin work.

Our Services in Detail

Foundations

Quickbooks Version Assessment

We determine if there is a better version of Quickbooks for you, with more functions and reports, tailored to your business.

We give you multi-user access without investment in a LAN.

You get the right Tools to do things right the first time.  Efficiently and effectively.

Financial Information Assessment

We ensure you collect all the numbers you need, quickly and efficiently, in meaningful buckets.

You get the right information to help make the best decisions.

Basics

Month-End Reporting

We improve your “out of the box” Quickbooks reports.

You save time and money each month-end.

We also show you additional month-end calculations to give you a better picture of your business.

You get additional information to help you identify waste and cut costs.

Budgets and Forecasts

These are the next best thing to a crystal ball.

We set up cash flow forecasts and budgets that are easy to revise, and update automatically with your actuals.

You get an inexpensive and user-friendly way to help avoid nasty surprises to your profits and cash flow.

Invoicing and Cash Collection

We implement automated billing with credit card and e-receipts.

You get to invoice faster, collect faster, and cut down on time spent on bank runs and bank recs.

Advanced

Admin Systems

We automate your timesheet and expense reporting, saving time and headache for everyone.

You get to keep your field staff in the field.

Purchase Orders

We help you generate your Purchase Orders at the touch of a button.

Costs get tagged automatically to relevant GL accounts and jobs.

You eliminate re-keying of data from the PO: less work + fewer mistakes = less rework.

Payments

We help you move towards electronic payment, so you can approve payments from the field.

You get to spend your time generating business and serving your customers, not doing admin work.