Many entrepreneurs initially keep their financial records in Microsoft Excel. This is common, but it gets messy very quickly. Often, professionals are unaware of how to set up an Excel workbook in a way that makes sense for financial records. We are able to offer guidance in this area.

However, immense efficiencies can be found in a fully functional accounting system. Not only will financial data be more accurate and consistent, but having organized business financials will allow a business to grow. While in the beginning stages of a business, it is okay for rudimentary data entry to consume much of a business owner’s time, at a certain point in the business’s growth, that time can be much better spent.

The next logical step from using Excel is QuickBooks, which is a popular, straightforward, easy-to-use piece of accounting software that works for many business’s purposes. However, QuickBooks does have its limitations, and there are many other accounting systems available to address the complexities your business may face. Our professionals are well versed in all of these systems and can recommend the software that best fits your needs.

We can also help our clients make their accounting process much more efficient, including enhancing and standardizing tasks and processes to minimize the administrative busywork required to own a business.