BudgetEase Service Opportunities
BASIC
QBO Updated once a month
- Register maintenance – entering transactions
- Reconcilliations for bank, cc, merch serv, apps
- Enter payroll in QBO
- Manage prepaid expenses/loan amortization
- Monthly meeting business review
- Standard reporting
- No help desk
- Back-up with Rewind
ESSENTIAL
QBO Updated 2 times a month
Basic plus the following:
- Payroll allocations by account
- Cash forecast
- KPI Dashboard
- Help desk – available once a week
- Customized reports as needed
- Ohio sale/BWC/CAT
- Annual business review and planning
- 1099s
- Fixed asset management/ depreciation schedule
GROWTH
QBO Updated weekly
Essential plus the following:
- Process improvement
- Financial advisory service
- Deferred revenue
- Controller on call
- Job costing
- Accelerated monthly close
- Determine and install correct technologies
- Build lasing lending relationships
* With time savings, better information and better results, our goal is 3x's return on our fee.
EXTRAS
Only highlighted services included in monthy service plan.
- Fiscal agent
- IOLTA Tracking
- Grant reporting by customer
- Restricted funds reconcilliation
- QBO Structure
- AP – entering bills
- AR – generating invoices
- Subscription to QBO, Bill.com
- 3rd Party marketplace reconcilliation
- Accrual
- Outstanding invoice follow-up
- Fixed asset management/ depreciation schedule
- Inventory management/ reconcilliation
- Audit support
Trusted by:
Adding value to the next level and beyond
Get timely answers to your questions
Put your financial review on auto pilot. Get timely answers to your questions, closed books according to a set schedule and a monthly meeting to review your financial information for opportunities for growth.
Leverage technology
BudgetEase stays informed, tests, and then recommends new apps best suited for you, so that you can leverage technology to save you time and get more impactful financial information.
Work with experts
Use the BudgetEase Team of QuickBooks Online Bookkeeping Experts, who constantly train, so you no longer have to.
Never have to hire again
With two BudgetEase bookkeeping experts assigned to your account your work is always done according to your schedule. If you bookkeeper leaves, BudgetEase makes sure you are covered. You never have to hire again!
Worry Free
Clean financial information to make impactful decisions.
Have questions? Schedule a call with us.
