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We find our best clients have some things in common (please check all statements that apply to you)
Values a clean and accurate set of books
Interested in growing their companies
Needs solid financial reports to make sound business decisions
Values working ON their business rather than IN their business
Eager to invest in the success of their business
Are you a new or existing business?
New
Existing
When do you plan to begin operations?
What aspects of your business do you want support with?
Business Coaching
Being purposeful in managing my business
Identifying areas that need improvement/development
Strategic Planning
Understanding Tahoe’s Economy and how it affects your business
Setting meaningful and achievable goals
Developing plans and strategies to meet your goals
Financial Analysis
Being deliberate in your business expenditures
Setting up a budget
Projecting future revenue streams
Understanding your financials
Using your financials to make business decisions
Bookkeeping
Setting up efficient workflow in QuickBooks Online
Preparing financial reports for tax purposes
Accurately tracking your financial activity
Tech Stack
Taking advantage of available technology to maximize efficiency
Integrating apps to your QuickBooks Online file
Integrating financial tools to your QuickBooks Online file
Training
Understanding how to use QuickBooks Online
Setting up procedures in QuickBooks Online
Ongoing Support in recording your own financial activity in QuickBooks Online
Payroll
Setting up payroll to do yourself
Having Anik’s Books handle your payroll
How long have you been in business?
What aspects of your business are you looking to improve?
Business Coaching
Being more purposeful in managing my business
Identifying areas that need improvement/development
Strategic Planning
Setting meaningful and achievable goals
Developing plans and strategies to meet your goals
Restructuring/adjusting business model
Financial Analysis
Understanding your financials
Using your financials to make business decisions
Budgeting, Projections, Forecasting
Bookkeeping
Setting up efficient workflow in QuickBooks Online
Preparing financial reports for tax purposes
Accurately tracking your financial activity
Cleaning up your existing bookkeeping
Getting your bookkeeping caught up
Tech Stack
Taking advantage of available technology to maximize efficiency
Integrating apps to your QuickBooks Online file
Integrating financial tools to your QuickBooks Online file
Training
Understanding how to use QuickBooks Online
Improving procedures in QuickBooks Online
Ongoing Support in recording your own financial activity in QuickBooks Online
Payroll
Running payroll yourself
Setting up payroll
Having Anik’s Books take over your payroll
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