Along with our many bookkeeping packages we have available we also specialize in file mergers, data transfers, file condensing, reviews, tune-ups and cash management.
Data Transfers and File Mergers
Are you having issues with your current setup? Working in MAC and want to switch to Windows or Vis Versa? We can transfer all your data from Excel files into QuickBooks® in just a few quick painless steps. Maybe you already have a QuickBooks® file but it isn’t set up properly. If this is the case then we can set up-export-fix your file-and import your file again with the correct data.
File Condensing
Fast and efficient QuickBooks files are pertinent in running successful businesses. Overloaded with unnecessary data QuickBooks can become slow. File Condensing “shrinks” your QuickBooks file for fast and efficient use.
QuickBooks® Tune-up/Review
This service is perfect for companies who handle their bookkeeping and/or accounting functions internally (in-office) but who realize the significance of having their important financial data reviewed by IFS’s expert bookkeeping staff. Nothing is more important than maintaining accurate financial data providing the business owner with the financial data needed to make important business decisions. What we will do:
- Review your accounts on the balance sheet, income statement, your transactions for the year, and your existing QuickBooks® setup.
- Make suggestions for improvement in areas where we see errors and improper use of QuickBooks®.
We will also identify areas where you may not be utilizing QuickBooks® software to the fullest. These include customizing reports and forms, changing QuickBooks® preferences, and adding features such as class tracking, customer types, memorizing transactions, automating payroll, closing the books etc.
Additionally we will answer your questions and provide personalized training or ongoing bookkeeping if needed.
Cash Management
IFS is now providing over all cash management. We work with your company to improve cash flow, analyze gross profit margins in total or by departments, streamline accounts receivable processes and put collection policies in place, review accounts payable policies to maximize discounts or extend payments without penalty.
Some of our other new services include: review of overall expenses to determine if we can reduces expenses while still providing the same level of services; i.e. if credit cards are accepted-negotiate lower rate and/or use onsite terminals, review utilities-telephone, supplies and etc. for lower costs and BEST OF All assistance in getting financing.
