Lamping and Associates, LLC

Financial Consulting & QuickBooks Pro Advisor

HELPING YOU BUILD YOUR SMALL BUSINESS

Just purchased Quickbooks® for the PC and need help setting it up? Been using Quickbooks® for years and need your file cleaned up? Don't understand what a balance sheet or profit and loss statement is? Lamping and Associates can help!.

Services

Many new business owners know the ins and outs of their product, or service, but know very little about the "business of being in business" - back end accounting and operational processes that often are overwhelming and confusing. Our consulting services are designed for the entrepreneur, or business person, who needs help in these areas.

QuickBooks® Set Up

• Purchase software if needed (receive ProAdvisor's® 20% discount off retail price)

• Software installation and registration

• Customize file set up to meet current business's needs and resources

• Create customized forms to include client logo

• Meet with client to discuss business reporting needs and accounting and operational resources

• Recommend CPA or establish contact with client's CPA
  (ensures financial statements will provide adequate information for tax preparation)

• Train client on new processes or QuickBooks® functionality

• Educate key stakeholders about accounting fundamentals

• Assist with hiring a bookkeeper or support person

QuickBooks® Light and Comprehensive Clean Up for PC

• Recommend CPA or establish contact with client's CPA (ensures financial statements will provide adequate information for tax preparation)

• Review file for financial accuracy

• Review file set up

• Obtain basic understanding of business operations and make file set-up recommendations

• Correct file set up if needed

• Work with client to clean up data

• Meet with client to discuss business-reporting needs as well as accounting and operational resources

• Train client on new processes or QuickBooks® functionality

• Educate key stakeholders about accounting fundamentals

• Assist with hiring a bookkeeper or support person

Quickbooks training

• Create customized Quickbooks® training session based on clients needs, minimum 3-hour session

• Educate key stakeholders about accounting fundamentals

New Business Set Up

• Help establish business bank account or merchant account if needed

• Help obtain proper insurances for general liability and worker's compensation

• Help establish re-sellers permit and educate client on basic sales tax requirements

• Provide basic information regarding payroll tax requirements for companies with employees

• Assist with hiring of payrolling company and implement all related accounting processes

• Recommend CPA or establish contact with client's CPA

• Review entity legal status with CPA (ensures financial statements will provide adequate information for tax preparation)

• Educate key stakeholders about accounting fundamentals

• Set up QuickBooks® file and customize to client's needs and resources

• QuickBooks® training

• Develop and integrate accounting and operational processes customized to the client's resources and needs

• Assist with hiring a bookkeeper or support person

Interim Controller Services

• Recommend CPA or establish contact with client's CPA
  (ensures financial statements will provide adequate information for tax preparation)

• Develop and integrate accounting and operational processes customized to the client's resources and needs

• Assist with hiring accounting and operational personnel

• Accounting staff assessment, training and development

• Assist with hiring of payrolling company and implement all related bookkeeping processes

• Act as liaison (or interpreter) between business and CPA

• Provide primary contact point for CPA, lawyer, financial institutions and key vendors

• Work with financial institutions to establish lines of credit

• Develop month-end closing processes that ensure integrity of financial statements

• Prepare year-end financial statements and work with CPA to ensure timely and accurate completion of tax returns

• Present financial statements to key stakeholders, board members or auditors

• Assist with accounting aspect of legal entity conversions

• Participate in product development to ensure accounting processes and resources support company sales objectives

• Continually identify accounting inefficiencies and implement improved processes

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