Financial Organizing
Maintaining sound financial records for any business is vital. If you are wasting time looking for important receipts or expenses, or your a small start up business that is ready to capture your income and expenses via a Financial Data System then Let’s Finally Get Organized, LLC can help.
We work with small and home businesses to develop financial filing systems and processes to manage and track finances easier. We work with On-Line Quickbooks. Much like the software version, except the On-Line version can:
- Be accessed from any Mac or PC with Internet Access
- Instantly share financial data with your accountant, partners, and business associates
- Your data is protected with daily automated backups
- Automatic upgrades are included in the price of the subscription
- Quick and efficient Customer Support is included
Let’s Finally Get Organized, LLC can help you set up a QuickBooks file and chart of accounts. We will train you or your internal staff on the basics of On-Line QuickBooks. We will help find you a reliable and qualified QuickBooks bookkeeper if you would like for someone else to maintain the day-to-day data entries.
Set-up of Financial Data Systems
A challenge in any business is maintaining the financial documentation. The main purpose of financial record-keeping is providing proof of expenses and income for tax purposes and for financial disputes. We will help you set up an easy financial filing system both in paper and electronic formats. We will help you determine what documents you need to keep or purge using the F.A.T System™ (File-Act-Toss™) and The Art of Wastebasketry®.
Our goal is to help companies streamline paper and we will get you started on downloading statements from your online account.
We will also help you set-up On-Line bill pay. Online bill pay can help you manage your bills without having to worry about paper bills and checks. There are two different types of On-line bill pay.
- Online bill pay offered by your bank
- Online bill pay offered by your service providers (phone company, mortgage company, etc)
Contact us today and start streamlining your Financials!
