ADDITIONAL SERVICES (Not just for monthly clients)
- QuickBooks Training – We sell blocks of training to help shop owners understand how to use their QuickBooks better and to go over best practices to save them time and money.
- QuickBooks Tailoring – Setup their chart of accounts so that it is a useful tool for them to make management decisions
- QuickBooks Cleanup – A comprehensive approach to maintaining accurate and up-to-date financial records. We will:
- When we review and update the chart of accounts to ensure proper categorization, we will remove obsolete accounts, and balance intercompany accounts for multiple entities.
- Clean up registers by reconciling entries from previous years, clearing old outstanding items from bank and credit card accounts, and ensuring vendor purchases are consistently recorded.
- Verify that sales figures match your POS systems and allocate wages accurately according to the coaching group chart of accounts.
- Business Valuations – Wondering about the value of a business? Our business valuation service evaluates assets, financials, and overall performance in and unbiased way to give you a fair market value—whether you’re looking to buy or sell
- Succession Planning – Assist in transitioning the owner out. Sometimes this is a non-cash transaction to get shares of the business to family members, sometimes it is a partner buy-out, and also working with owners to sell to an outside party. By focusing on the automotive repair industry we have a keen understanding of how shops are bought, transferred and sold.
If you’re already a client, ask about:
- Audit protection services
- Income Taxes – We manage year-end income taxes nationwide, using industry-specific strategies tailored to auto repair businesses like yours.