Freeing Up Business Owners To Focus On What Matters
Most To Their Business
We want to help your business GROW
Your life will be easier and your business more profitable when you hire a bookkeeper... here's why!
You'll have more time
...to focus on sales, marketing and customer retention, thus increasing your new and recurring income!
You'll have peace of mind
...knowing that you can call us with any question, comment or concern that affects your business or personal situation and we'll be there to help!
You'll be able to plan
...whether it's for taxes or for other life investments, you'll always know where you stand with monthly financials at your fingertips!
Meet Forward Financial Bookkeeping Firm!
Forward Financial understands the importance of keeping detailed records of financials for small business success. We are ready to take on your business bookkeeping so you can eliminate the stress and overwhelm it brings to your life, and spend your time focusing on what matters most to your business!
What other benefits do you get?
In addition to more time, peace of mind, and the ability to plan your financial life, here are some other great benefits...
- Privacy and confidentiality: Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe but an internal employee may not have the same high ethical standards, or you may not want your staff to have access to all of your financial information.
- Lower Payroll Costs: Having an outsourced financial team lowers your payroll costs significantly because you won't have to hire for these positions thus avoiding wages, payroll taxes, and other fringe benefit costs.
- Red Carpet Service: At tax time, those that are organized and ready to roll, get the red carpet treatment...while small businesses that are disorganized and unprepared get put on extension.
Virtual Bookkeeping Services
Here is a quick glance of all the things we can help you with!
Quickbooks Online Support
We can get your subscription at discounted prices and train you on the program.
Financial Reporting
We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!
Strategy Sessions
We are happy to do monthly strategy sessions to help you work through issues and new ideas to plan the future of your business and to discuss the financials in detail.
Payroll and Sales Tax Filing
Let us help keep you in compliance with the various federal and state agencies. We timely file your payroll and sales tax reports every month and quarter.
How to get started?
It's easy... book a consultation today!
Basic Bookkeeping Packages Start at $200/Month
This includes monthly tracking of your income and expense transactions for all business checking, savings, credit card and loan accounts.
We will review and reconcile your books and issue pristine financial reports every month delivered via email, along with a short video explaining your reports.
BONUS - Back work for any previous month is offered at a discount for new clients!
**Quickbooks Online subscription is required but we will walk through all the details.
FREQUENTLY ASKED QUESTION
What’s Included In The Basic Bookkeeping Package?
Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss statement. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.
What’s Not Included In The Basic Bookkeeping Package?
Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation and legal help. Monthly strategy sessions are also available for additional fees.
What Qualifications Does Your Team Have?
Daryn is a licensed Certified Public Accountant, and a certified Quickbooks Online Proadvisor.
What Information Do I Need To Share?
Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.
If I Have A Question, How Long Does It Take To Get An Email Response?
We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly.
What Hours Do The Bookkeepers And Other Team Members Work?
Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls.
Is Quickbooks Online Required To Sign Up For The Basic Bookkeeping Package?
Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price list above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription we are able to offer 30% off to our new clients for 12 months. This is the best discount you can get with Quickbooks Online. We highly recommend signing up for Essentials or Plus to start.
Do You Require A Contract?
Nope! No contract is required. However, there are no partial month refunds.
Is An Engagement Letter Required?
Yes, an engagement letter is required. We will send that over to be signed after our consultation!
© 2023 Copyright Forward Financial Services. All Rights Reserved.
Contact:
Daryn@forwardfs.co
Hours:
Monday to Friday 8-5
