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.

Building Blocks: The Foundations Package

Our entry-level package provides the baseline of bookkeeping essentials that will get and keep your business running like a well oiled machine. Our packages are customizable, but often include:

  • Basic bookkeeping services – cash or accrual basis
  • Cloud-based QuickBooks access*
  • 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
  • Monthly financial statement preparation
    • Income statement
    • Balance sheet
    • Statement of cash flows
  • TP4 Partner quarterly review

Advanced Accounting: The Growth Package

Our advanced package provides the baseline of bookkeeping essentials and advanced analysis. Our packages are customizable, but often include:

  • Everything from the Foundations Package, plus:
  • Budget creation and tracking
  • Payroll processing and submission to payroll provider
  • Invoicing
  • Bill payment – Check writing, ACH, credit card
  • Break-even analysis
  • Cash flow analysis
  • K.P.I. / Metrics development
  • Finance/accounting personnel coaching – leadership*
  • Onsite specialist support, as needed
  • Monthly financial statement preparation and review
    • Income statement
    • Balance sheet
    • Statement of cash flows
  • Specialist month-end reporting
  • Multi-location reporting*
  • TP4 CFO/Partner monthly review

*Additional charge required for these services

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