We often save owners an average of 120 hours per year of their time and increase profits an average of 20%

As an outsourced accounting solution for small businesses, QuickBooks Online is our accounting platform of choice as it is the industry leader and robust enough to handle 100% of the accounting needs of virtually any small business. It allows for integration with a multitude of apps that provide an even more efficient accounting system, which increases accuracy and saves a tremendous amount of time and money.

Your business is as unique as the services we provide. Our initial discovery call will serve as an opportunity to get to know each other, assess if we are a mutual fit, and discuss a customized professional solution for your business needs based on the following bookkeeping and advisory services:

STANDARD SERVICES

  • Bank and credit card transactions

    • Download, categorize and review all transactions

    • Perform monthly reconciliations for each account

  • Monthly and year-end journal entries

  • Close accounting period monthly

  • Financial Reports

    • Profit and Loss; Balance Sheet

    • Emailed on agreed schedule Monthly/Quarterly/Annually

  • Year-end packet for CPA

PREMIUM SERVICES

  • Accounts Receivable:

    • Invoice creation

    • Posting/reconciling deposits

  • Accounts Payable

    • Data entry of bills/receipts

    • Bill pay

    • Reconciliation of payments

  • Notes Receivable/Payable

  • Fixed asset management

  • Annual 1099 tax filing

CFO & Advisory

  • Recommendations & action plans to grow your busines

  • Actionable insights that improve financial performance

  • Make Informed business decisions by understanding the outcomes BEFORE it happens

  • Beat the competition by learning how your business compares to the industry

  • Know when to spend and when to save today by forecasting year-end profitabiity

  • Optimize financial cushion with detailed planning monthly revenue and expenses

  • Drive long-term success by assessing the competitive landscape, defining goals, and building action plans

PROJECT BASED SERVICES

  • QuickBooks: Installation; Set-up; Migration

  • QuickBooks Catch-up

  • QuickBooks Clean-up

  • Audit Preparation: Bank; IRS; or Non-profit

REQUIREMENTS

  • Diagnostic review of existing accounting files prior to proposal

  • Potential clients:

    • Must be using, or moving to, QuickBooks Online

    • Must be based and conducting business within the United States

  • Project based services require an ongoing monthly engagement

  • Fees are due the 1st of the month for that months services

  • KLG ProSolutions services are outsourced as a 1099 Contractor