Financial
Organizing
 Maintaining sound financial records for any business
is vital. If you are wasting time looking for important
receipts or expenses, or have difficult managing revenue
and billing then Officiency can help. We work with small
and home businesses to develop financial filing systems
and processes to manage and track finances easier.
QuickBooks Set-up and Training
Officiency has been working with QuickBooks for over
12 years. We can help you set up a QuickBooks file
and chart of accounts. We will train your internal
staff on the basics of QuickBooks such as; entering
in checks and deposits; creating invoices; creating
journal entries, reconciling bank accounts and generating
basic reports. 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 entry.
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 expenses and income for tax purposes
and for financial disputes. Officiency 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. Our goal is to help companies streamline
paper and we will get you started on downloading
statements from your online accounts. All companies
must keep financial documentation for up to seven
(7) years for tax archive purposes.
Developing a Financial System and Process
Officiency will work with your administration, bookkeeper
or financial team to develop a streamlined and automated
process to manage financials. Afterwards,
we will develop written financial guidelines and
procedures on managing accounts receivable, accounts
payable, bank accounts, budgets, financial record-keeping
and reporting.
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