SBA Accounting and Tax SolutionsSBA Accounting and Tax SolutionsSBA Accounting and Tax Solutions
(559) 369-7691
Suite 101 Fresno, CA 93720

Client Advisory Services

Choosing the best accounting solutions

Choosing the best accounting solutions provider for your company is a big decision. We’ve provided exceptional financial advising services to small businesses for over ten years, so we know exactly how to streamline your operations and help improve your financial stability!Our client advisory services are a great fit if you’re ready to leave the tedious financial tasks to the experts You’ll have a dedicated bookkeeper who handles your daily accounting needs and tasks. They’ll gain a comprehensive understanding of you, your business, and your staff so that it genuinely feels like they are a part of your team! After a thorough initial consultation, we’ll set up a service customized to your business needs and goals. If you’re interested in learning more about our personalized client advisory services, here’s everything it includes.

What Are Client Advisory Services?

With our client advisory services, you’ll have a bookkeeper who works with you and your business on any financial task needed. The service is customized to the needs of your business, but our main goals are to identify ways to streamline business processes, make it simple to work with your back office, and help you run a successful company.

Client advisory services include: 

  1. Handling payroll
  2. Accounts payable
  3. Processing invoices and statements
  4. Managing cash receipts and disbursements
  5. Preparing bank reconciliations and recurring reports
  6. And more!

What Do Client Advisory Services Include?

It’s tough to keep up with business accounting because certain tasks have to be completed daily, weekly, and monthly. If you start falling behind, it can become difficult to catch up. That’s why we manage all of these recurring tasks for you.In addition to the regular services listed below, we can also provide monthly or quarterly phone call consultations to review your finances and discuss any additional financial planning opportunities.

Daily Bookkeeping Tasks:

  • Record vendor invoices 
  • Assign the correct person to approve each invoice 
  • Reconcile vendor statements 
  • Record vendor, debit card transactions, PayPal, and ETF payments 
  • Record purchase orders, sales invoices, and customer payments 
  • Process checks issued 
  • Email or mail out customer invoices and statements 
  • Track customer under or over payments

Weekly Bookkeeping Tasks:

  • Set up online bill payments 
  • Record individual credit card purchases 
  • Weekly accounts payable aging report 
  • Weekly accounts receivable aging report 
  • Process and/or record payroll 
  • Break out payroll, payroll fees, and payroll taxes 

Monthly Bookkeeping Tasks:

  • Prepare bank account reconciliation(s) 
  • Prepare credit card reconciliation(s)
  • Reconcile additional balance sheet accounts 

Monthly Reporting:

  • Balance sheet
  • Accounts receivable aging
  • Accounts payable aging
  • Profit and loss statement for the month, plus year-to-date 
  • General ledger 
  • Bank reconciliation report(s)
  • Credit card reconciliation report(s) 

How Much Do Client Advisory Services Cost?

There isn’t a set fee for our client advisory services because every business’s needs differ.

We will set up an initial consultation to review precisely which services your company needs and decide on an appropriate service fee. 

There is a one-time setup fee that includes the following: 

  • Initial analysis of your current accounting processes 
  • Documentation of our proposed strategy, showing exactly how we plan to streamline your workflows 
  • An internal procedures manual that consists of any internal accounting processes you need to be aware of 
  • Setup of your accounting software 

What Do Client Advisory Services Include?

We use the latest tools and technologies, giving you real-time visibility into the data you need to make intelligent business decisions.

Trust our accounting experts to be a part of your team and a true partner to your business. CONTACT US today to get started 

Book My Consultation

Get in touch for any kind of help and informations

Please Contact us via the details below, or enter your request, we’ll be happy to help you.

Home Office

7080 N Whitney Ave. Suite 101 Fresno, CA 93720

Call Us

(559) 369-7691

Hours of Operation

Monday-Friday 9am–5pm