SERVICES
Unlike traditional bookkeepers, nVisage Financial offers more than just the details. We offer services that start with basic bookkeeping, but we also offer more in-depth business audits with the capability for on-site setup for a proactive approach to business success. Contact nVisage today for more details.
STRATEGIC PLANNING & GROWTH
As we get to know you and your business, and we comb through your records, we don’t only report on the numbers coming in and going out, we help to dissect and pinpoint any red flags in your books and business culture to ensure your company and its practices are in a positive position. Services we offer in this category include:
- Growth planning strategies for internal scaling or multi-location strategies.
- Cash flow planning
- Debt reduction strategies and tracking
- Negative office practices review and recommendations
- Positioning strategies for business sale
- Staff motivation strategies. To accomplish: drive in income, reduction of expenses, increased customer and employee retention
- Crisis cash flow planning and strategy building
BOOKKEEPING
- Maintain asset tracking schedule
- Job Costing Categorization & Reviews
- Accounts Payable Categorization & Processing
- Accounts Receivable Categorization & Processing
- Banking:
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- Enter and categorize all bank, credit card, and loan transactions
- Reconcile Accounts
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OTHER PERIODIC REPORTING
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- Accounts Payable Vendor Balances
- Accounts Receivable Client Balances
- Open Project Listing
- Employee Commissions Reviews
- Vendor Account Reconciliations
- Sales & Use Periodic Tax Filings
- Special Projects
ON-SITE VISITS
On-site visits to help your business setup protocols and systems efficiently and properly. nVisage Financial offers this option for a number of clients for a range of reasons. Are you setting up multiple locations and need to establish corporate protocols throughout each office? We are capable of traveling to each site location to assist in detail with the following:
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- Setup of payroll processes
- Separate collections processes by location
- Cross-location monetary processes need
- Special Projects
CONTROLLER SERVICES
- Annual Workers Comp Audits
- Loan Application Assistance
- Tax Return to Financials Reconciliations
- Monthly Financials Preparation (unaudited):
- Balance Sheet
- Profit and Loss Statement (P&L)
- Statement of Cash Flow
- General Ledger
ADDITIONAL ITEMS
- 1099 Prep
- Payroll Processing
- Software Fees (if hosted through nVisage):
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- QBO files will be invoiced at cost for the month of service hosted by nVisage.
- QuickBooks Desktop Files
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