Services
Finances
We are more than just numbers and spreadsheets. We are your partner in navigating the complex world of finances. With a passion for accuracy and a commitment to excellence, we have been serving businesses since 2015.
* QuickBooks Online set up, training, and consulting.
* Business financial CLEAN UP services.
* QuickBooks Online payroll set up, training, and consulting.
* Budgeting and Cash Flow Management
* Financial statements
If you don't know your business numbers, you don't know your business ~ MARCUS LEMONIS
WE OFFER MORE THAN JUST FINANCES!
Business Planning
Business Documentation - LLC, fictitious name, licenses, and permits.
Financial statements
Business plan
Marketing plan
Business Operations
Operational Efficiency consulting
Office procedures evaluation, training, and consulting
Business processes evaluation, training, and consulting
Marketing
Offline- B2B networking and relationships
Online- Google My Business, online directory listings, social media
Online stores- Retail or food service
Sales
Sales and customer service training Sales process documentation and training
Sales management training, processes, and documentation
Customer database management- CRM software set up, training, and maintenance.
Time Management Training
Group Lunch and Learn- IN-PERSON OR VIRTUAL
Personal 1-1 training available
Private group training available
Sales and Marketing
No matter what your business, your in sales!
Sales processes, sales training, and marketing systems are vital to your business success.
Sales Systems
* Sales and customer service training
* Sales process documentation and training
* Sales management training, processes, and documentation
* Customer database management
* CRM software set up, training, and maintenance
Marketing Systems
Offline- B2B networking training
Online- Google My Business, online directory listings, social media
Online stores- Retail or food service
TESTIMONIALS
Chef Mickel Clark- Trackside Hamburgers and BBQ
“Lowell has been a great help to our staff and several of our members. He is wonderful to come in and discuss processes that would make your life easier. His knowledge of how businesses are running is such an asset to those who he is working with. Lowell is a stand-up professional in his field who always places integrity and honesty at the highest priority.”
Ashley Siler- COO Neosho Chamber of Commerce
Carey Howe- Carey's Cassville Florist
Robin Cooper- Daily Deals and More
"Lowell has years of experience and hands on experience being a business owner. His insights come from applied knowledge of being in the mix of building, running, and leading a successful business. Tap into his skill sets to save years off your learning curve.
Andy Griffith - SoloLink.io
Kacey Baugh - Maple Leaf Music Company
FAQS
What are the fees?
We use a flat rate fee per month. We will give you an estimate based on your specific business needs.
What type of bookkeeping and accounting services do you offer?
QuickBooks Online ProAdvisor working remotely, or if needed, in person. We use cloud based software for secure document uploads and transfers.
How does monthly bookkeeping and accounting work?
We use QuickBooks Online connected to your accounts to upload transactions into QuickBooks. We then categorize the transactions, reconcile your accounts and provide monthly financial statements such as P&L and Balance Sheet.
What if I need a more frequent schedule than monthly?
We are here to serve you. We can meet more often to meet your specific business needs . We can even provide weekly cash meetings to help you optimize your cash flow.
When and how do we send our documents to you?
We need your bank statements every month. We are able to setup your bank statements to automatically synch with QuickBooks Online. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.
When do you provide monthly financial reports?
Our goal is to provide you with your monthly financial reports by the 10th of the month.
What if my books are behind schedule or need to be cleaned up?
We can provide clean up services to catch up or correct your records. We will be glad to discuss the details for your specific situation.
Do you prepare my tax return?
We have several CPA and Accounting partners to prepare your tax return.