Bookkeeping and Accounting

Business is a Balancing Act: Strengthen Your Bookkeeping and Accounting Core

TP4 Advisors simplifies your bookkeeping and accounting processes to help you make better business decisions with better information. We become your internal bookkeeping and accounting department. We keep your books current and increase your efficiency while reducing your overhead costs. Here is what we offer your company:

The Foundations Package

You’re getting organized and you need help tracking it all. There are customers to bill and invoices to pay.

You need a Foundation. TP4 Advisors establishes your bookkeeping and accounting processes to help you make better business decisions with better information.

We can help you set up or reorganize your accounting software to track your customers and vendors and ensure your financial information is placed in the right categories. You receive timely bank and credit card reconciliations and coding and entry of expenses in your accounting software so you can create your income statement and balance sheet on a regular basis.

The Foundations Package provides your company with:

  • Basic bookkeeping services – cash or accrual basis
  • Financial simplification plan and tracking
  • Weekly bank account reconciliation
  • Weekly credit card reconciliations
  • Code and enter expenses in Quickbooks
  • Income recognition into Quickbooks
  • Balance Sheet reconciliations

The Build Package

You’re business is established and you need timely and accurate financials. There are decisions to be made and you need the tools to do it.

You’re Building your company. TP4 Advisors streamlines your bookkeeping and accounting processes to help you make better business decisions with better information.

We can help you create and review your financial statements in a timely and accurate manner so that you know exactly where your business stands at the end of each month. You can start tracking business activity and assure you have an accounting and bookkeeping process to move your business forward.

The Build Package provides your company with:

  • Everything in the Foundations Package, plus:
  • Monthly financial statement preparation
    • Income Statement
    • Balance sheet
    • Statement of cash flows
  • TP4 Bookkeeping Partner quarterly review

The Growth Package

You’re running at full speed and want to be prepared for what is next. There are projects to be planned and opportunities to implement.

You are Growing your company. TP4 Advisors enhances your bookkeeping and accounting processes to help you make better decisions with better information.

We can help you achieve the sustainable growth that is required for your success. We interpret your financial information through budgeting, key performance indicators (K.P.I.), and customized reporting to keep your business on track.

The Growth Package provides your company with:

  • Everything in the Build Package, plus:
  • Budget creation and tracking
  • Payroll processing and submission to payroll provider
  • Invoicing
  • Bill payment – Check writing, ACH, credit card
  • Break-even analysis
  • K.P.I. / Metrics development
  • Multi-Location Reporting
  • Specialist reporting

Executive Perspective: Beyond Bookkeeping and Accounting

The more complex and sophisticated your business and its finances become, the more management oversight you will need. If you’re ready to take a strategic view of the accounting and finance function of your business to support your large or growing organization, consider our CFO Guidance service offering.

Contact us today for a confidential conversation: 513.489.4874