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Small Business Services

Shirley L. Kennedy, CPA, LLC provides small business services that can be customized to meet your business needs. Call to discuss the possibilities!

Basic Quarterly Service Plan

• QuickBooks file analysis and suggestion report
• Compilation report
• Financial Statements
• Management Analysis Report
• On Call Assistance Services

The basic quarterly service plan is appropriate for small businesses that choose to perform their accounting function themselves, but lack the requisite technical expertise. The small business has the appropriate resources on call as needed. When questions arise, guidance is available.

Minimum Equipment Requirements
QuickBooks Desktop or QuickBooks Online
Internet access

Call for a personalized consultation and quote.

   
Basic Monthly Service Plan
 

• Reconcile Bank Statement
• Standard journal entry adjustments
• QuickBooks file analysis and suggestion report
• Compilation report
• Financial Statements
• Management Analysis Report
• On Call Assistance Services

The basic monthly service plan is appropriate for small businesses that choose to perform the accounting function themselves, but lack appropriate separation of duties and need supplementary technical expertise. Monthly checks and balances are performed as agreed-upon by the business owner. The procedures typically include reconciliation of the company bank statement to the QuickBooks file. Other procedures may be established to address you company’s unique business needs.

Also with the basic monthly service plan, the small business has the appropriate resources available to accounting staff on call as needed. When questions arise, guidance is available. This relieves the business owner from the technical accounting aspects of supervising the company accounting staff.

Minimum Equipment Requirements
QuickBooks Desktop or QuickBooks Online
Internet access

   
Basic Weekly Service Plan
 

• Accounts Receivable Management
• Accounts Payable and Payroll Management
• General Ledger and Reporting Management
• Cash Flow Management
• Compilation report
• Financial Statements
• Management Analysis Report
• Client access to reports via Internet
• On Call Assistance Services

The basic weekly service plan is appropriate for small businesses that choose to outsource the accounting function. A single contact person coordinates the accounting service utilizing multiple accounting staff members to afford appropriate separation of duties. Monthly checks and balances are performed as agreed-upon by the business owner. The procedures typically include reconciliation of the company bank statement to the QuickBooks file. Other procedures may be established to address your company’s unique business needs.

Minimum Equipment Requirements
QuickBooks Desktop or QuickBooks Online
Internet access
10/100 network card

   
Special Project Service Plan
 

• Telephone Conference as needed
• Custom Accounting Setup
• Clean up of data file and recommendation of improved accounting procedures
• Budget Preparation
• New Business Analysis and Plan
• Financing Request Presentation
• “What-if” Model Development
• Electronic Spreadsheet Development
• Analysis Model Development
• Project Development Assistance
• Your Project per Your Specifications

Call to discuss your particular need. Together we can develop the level of service best for you and your business success.

   

 
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