Mission

Providing small business, franchises and non-profit organizations with the highest of standards in accounting, bookkeeping, financial and tax preparation services, so you can continue to expand and achieve your ultimate vision of success. 

Accounting & Bookkeeping

Get passionate about your numbers. The confusion that results in a lack of clarity can be overwhelming. Let's sit down and see where you're at. Getting a clear timely financial picture of your business will give you confidence moving forward and allow you to make smart decisions.  Having a, system, plan and consistent accounting and bookkeeping will keep you on track for more than tax fillings and lending applications, they also provide a snapshot of your business performance and can be used to pinpoint your strengths weaknesses.

Small Business & Franchise Organizations

  • Creating the system and templates that are right for your business

  • Standardized, general ledger and chart of accounts

  • Custom reporting including balance sheet, profit & loss, royalties and more...

  • Expense and Revenue tracking

  • Set-up and manage payroll

  • Technology and enablement

  • Monthly reconciliation

  • Tax season preparation

  • Document management and record keeping

  • Evaluate Accounts Receivable and Payable Processes for Maximum Cash Flow and Profitability.

In order to be a successful business owner, franchisor and franchisee you must operate in a consistent manner and with a growth mindset.  Getting the expertise in setting-up and having real time and accurate view of your financials is key.  Our goal is to help you grow with accurate monthly financial records so you can understand your business performance and can make smart decisions.

Non-Profits

  • Write a statement of Purpose

  • Prepare description of program, activities and services

  • Create strategic fundraising plan

  • Create structural issues for the Board & Minutes for first Board of Directors meeting

  • Prepare guidance for operational responsibilities for non-profit organizations

  • Create Articles of Incorporation and Bylaws

  • File 501(c)(3) and EIN Applications

  • Create QuickBooks Online/Financial Management set-up & system

  • Bank Accounts/Financial Policies/IRS Compliance

  • Provide education and training

Attempting to start a nonprofit on your own, without seeking the help of an experienced professional, may lead you into costly pitfalls. The formation process itself can be overwhelming and frustrating. Missteps taken in the beginning may put your nonprofit vision at risk. But it doesn’t have to be that way.  Let Passion In The Numbers help you with the "Passion Start System," for setting up your non-profit.  

Consulting

  • Extensive Budgeting/Forecasting

  • Analyze Financial and Operational Systems

  • Customize your Bookkeeping Cloud-Based System

  • Create Specific General Ledger and Chart of Accounts

  • Review Human Resources

  • Set-up and Manage Payroll

  • Increase Accuracy of Your Records

  • Document Management and Record Keeping

  • Evaluate Accounts Receivable and Payable Processes for Maximum Cash Flow and Profitability.

By rolling up our sleeves together we will analyze where you are now and where you need to go in the financial and operational aspect of your business. We will determine a process and system that is unique to your business and results in streamlined operations and accurate up to date financials.

Training

As Senior QuickBooks Certified Pro Advisors, we keep up with the latest technologies. We offer specialized training individually, in groups, by webinar, online conferencing or video training. By assisting you in setting up processes unique to your business, and training you with the how, why of your business finacials in a step to step processes your business will function comfortably in the areas you need.

Start-ups

  • Get started and stay profitable

  • Conversion of existing financial data to QuickBooks Online

  • Basic Instruction on QuickBooks online functionality

  • Setup Go Payments to enable client automated invoicing and payments

  • Setup automated merchant services and credit card processing

  • Setup of automated banking and credit card expense transactions

  • Set up apps and links from main computer to mobile device

Getting a financial system in place is the first step in getting your arms around your business financials.  QuickBooks Online is a powerful and affordable system that enables you to do just that.  From downloading banking transactions to automated invoicing you have real time numbers and less paperwork on a day to day basis. 

Payroll

  • QuickBooks Online Payroll setup

  • Input all Employee Information and Payroll Tax Data

  • Setup automated Payroll Tax

  • Ongoing Payroll Services and Tax Filings

QuickBooks payroll automates the payroll process from time tracking to tax reporting.  Employees log their time with a time tracking only log in and QuickBooks converts it to payroll. Automated up to date tax reporting and filing take the stress out of payroll tax processing. 

Full Conversion

  • Conversion of existing financial data to QuickBooks Online

  • Set up apps and links from main computer to mobile devices

  • Setup of automated banking and credit card expense transactions

  • Setup automated merchant services and credit card processing

  • Setup Go Payments to enable client automated invoicing and payments

  • Basic Instruction on QuickBooks online functionality

  • Analyze Accounts Receivable, Accounts Payable and Cash Flow to ensure maximum profitability

  • 4 additional hours of customized training and coaching

This package not only gets you started, but includes 4 hours of specialized one on one training in all the great functionality of QuickBooks Online. We can setup processes unique to your business and have you functioning comfortably in the areas you need on your site.


Get a Free Quote

Want to see exactly where you stand financially? We would love offer you a free consultation to talk more about how we can best assist you in gaining total financial clarity of your business.

logo.png
 
Area of Interest *
Select all that apply
Name *
Name
Phone *
Phone