FAQ
Bottom line, our job is to empower you to do what you’ve been called to do by taking care of all your day-to-day and month-to-month financial management. We partner with you, and we literally become your accounting department and Financial Portfolio Manager.
We know how stressful and emotional money can be. Our goal is to simplify money. We take complex financial situations and simplify them into tangible, useful pieces of information.
A SolutionPlus accountant is an accounting professional that manages and oversees work performed on your behalf.
Generally outsourced accounting includes the services below. (At SolutionPlus we provides some industry-specific services in addition to these general accounting services.)
- Enter all bills into the accounting system and record them to the appropriate expense account in our high tech software.
- Credit Card Company bills (including itemized transactions).
- Personal expense reimbursements.
- Capital expenditures and maintenance of depreciation schedules.
- Payroll transactions. (Record payroll journal entries)
- Issue and distribute all checks.
- Record deposits.
- Reconcile all monthly bank statements including all deposits, checks, wire transfers, etc.
- Process payroll transactions.
- Provide a monthly “Executive Package” including month-end financial statements.
9 out of 10 times, we have a way of converting all your history data over into our accounting system. In fact, we have someone dedicated to just this! The other 1 out of 10 times, we convert over summary data. Regardless, we have to have good data to start from, so it’s in everyone’s best interest for us to have the best implementation plan we can. SolutionPlus uses Tally 9.1 for Accounting ERP and Payroll processing.
Monthly costs are determined on a volume of the business or on the client o client prospective, based on transaction volume and not necessarily revenue. We take into consideration the number of customers you have, the number of bills you pay each month, how many employees you have and what your total budget is. Payment options include per transaction, hourly or monthly rates. We would be happy to discuss your needs and deliver the work as per your requirement.
Outsourcing allows you to provide the best service and authenticity because our professionals provide high quality, detailed processing of your financial data in less time at approximately 50% of the cost. You grow your business by retaining and attracting new clients with value-added services and let us deal with your financial worries.
We selectively employ and create dedicated account teams that are highly experienced with even complex accounting and tax issues. We can work to complete the busy work, while your staff can focus on additional value-added services for your clients or simply reduce overhead.
We are able to ramp our dedicated account teams up or down based on your needs and there is no long-term obligation for the first 15 days in which we explain our software and other necessary application and if you our software passes your test then we can sign the contract and starting working on your financial success.
We work with Business Organization and Individuals. Our clients include professionals, business owners, High Earning Individuals and retirees needing intergenerational any financial problem and planning. Oftentimes, new clients contact us for the first time when they are confronted with a major life change such as retirement, a career change, starting a new business.
Financial planning and investment management are part of an integrated financial management process we have developed, and as such, we do not offer financial planning on a standalone basis. We feel we have the greatest probability of success when we help clients in both areas. Our standard management fee covers both financial planning and investment management.
Yes. We offer comprehensive financial planning and wealth management services, including investment advising, insurance planning, retirement planning, estate planning, and a good deal more. To make an appointment with one of our financial advisors.
Find our complete contact information here.