Services

Your Adding Advantage provides a wide array of services to individuals and businesses in a variety of industries. Clients range from advertising agencies and nationwide event planners to financial services and art galleries. Our professional services include:


System Evaluation, Set-Up and Training

Choosing the right software for your bookkeeping and financial needs can be a daunting task, The days of "one size fits all" software are long gone. The current trend is to choose a basic application and then customize it with add-on applications and services. Do you need a network setup, a cloud application or a simple desktop one location setup? How do you integrate the different components? Which are compatible? These are just a few of the questions that Your Adding Advantage will address in guiding you through your system evaluation and setup. We don't just help you use the software - we help you use it more efficiently and more effectively.

While we specialize in the QuickBooks product line, we are closely monitoring new accounting solutions such as the "zero data entry" systems currently entering the market.

Some of the solutions we offer to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.

Installation

We install your entire suite of bookkeeping applications and services, ensuring they are all "talking" to each other and running smoothly.

Setup

We assist new QuickBooks users with their initial company setup including: Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

As a Certified QuickBooks ProAdvisor, we have access to stateside, high level technical support so can troubleshoot your operation issues quicker and more cost effectively than if you purchased your own QuickBooks Support Plan. In addition, we monitor user forums and receive early advisorys from QuickBooks. When we successfully solve a particular issue, we are often able to prevent or minimize a similar occurrence with all our clients.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Bookkeeping Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Your Adding Advantage's bookkeeping services steer you closer to these goals with accurate record-keeping, reporting and support.

Our bookkeeping services are customized to best meet your needs: weekly, monthly, quarterly, annual - on-site, off-site or remote. Services include but are not limited to:

  • A/P - Bill Pay
  • A/R - Receiving Payments, Deposits, Collection (weekly, monthly, quarterly, annual or customized schedule)
  • Expense Reporting
  • Bank and Credit Card Account Reconciliation
  • Payroll Processing, Payroll Tax Payments and Filing of Returns
  • Workers Compensation Policy Selection, Tracking and Reporting
  • Sales Tax Tracking, Reporting and Filing of Returns
  • Merchant Services Setup and Transaction Maintenance
  • Cash Flow Management
  • Budgeting and Forecasting
  • Backup Procedures

Year End

Year End can be a busy time with a serious "to do" list. Let the experts at Your Adding Advantage lighten your load. We have years of experience with the deadlines and prioritizing of tasks so that everything is completed accurately and on time. We will work with you to review your year-end reports, providing you with the tools to analyze what worked, what didn’t work and what deserves a closer look. We will assist with recommendations on alternate strategies and tools to consider in the coming year.

Your Adding Advantage will also work closely with your tax preparer, providing them with the information they need in the format they need. Our experience in tax preparation makes us uniquely qualified to assist in this process.

Cash Flow and Budgeting Analysis

Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Your Adding Advantage can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Additional Services

Timekeeping Systems

For service businesses, timekeeping is an integral part of your operation. At Your Adding Advantage we have extensively researched the many options for timekeeping. We have implemented and currently maintain timekeeping systems with several clients. Our experience allows us to provide recommendations and strategies for the most cost effective and efficient system to meet your specific needs.

Expense Reporting

Many companies struggle with maintaining an efficient and accurate expense tracking system. There are many solutions for this on the market but not all work as described in their literature. Your Adding Advantage can assist you in evaluating and setting up the system that will integrate with your overall system and be user friendly for the expense challenged.


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