James Financial

		Enhanced Bookkeeping Services Enhanced Bookkeeping Services include all Basic Bookkeeping Services plus custom reports that enable you to better analyze your revenue and expenses and quarterly budget reviews. Examples of some of the services you can receive with Enhanced Bookkeeping Services follow: Budgeting: We will work with you to accurately forecast future revenue and expenses. Custom-Designed Reports: We will prepare custom-designed reports that provide you with the information you need to manage your business better. Samples of some of the reports we might provide include: - Budget vs. Actual: Provide client with a monthly budget vs. actual report so you can see how you are doing against your projections. - Customer Reports: Provide client with reports to help you determine who your most and least profitable customers are. - Breakout of Expenses: It is often useful to break expenses out into different categories, such as by product line, services, office, or region. Reports such as these are available as part of Enhanced Bookkeeping Services. - Rolling Forecast: A rolling forecast allows you to see how your projections have changed over time. - Employee Reports: Provide client with a variety of employee reports, including reports showing company expenses and/or revenue associated with individual employees and year-end reports for employees detailing what their employment costs the company. - Event Analysis: We can help you track the revenue and expenses associated with specific events, if applicable. - Quarterly Budget reviews: We will meet with you quarterly to review the previous quarter, discuss changes to your budget for coming quarters, and analyze your business. As part of the initial setup of Enhanced Bookkeeping Services, Sundial will work with you to determine what reports would be useful to your management to help you run your business better. In addition, we can modify reports as your needs change.
Accounting "We can help you set up your accounting systems, improve your profit potential, and minimize your taxes!"

Enhanced Bookkeeping Services

Enhanced Bookkeeping Services include all Basic Bookkeeping Services plus custom reports that enable you to better analyze your revenue and expenses and quarterly budget reviews. Examples of some of the services you can receive with Enhanced Bookkeeping Services follow:

Budgeting: We will work with you to accurately forecast future revenue and expenses.

Custom-Designed Reports: We will prepare custom-designed reports that provide you with the information you need to manage your business better. Samples of some of the reports we might provide include:

- Budget vs. Actual: Provide client with a monthly budget vs. actual report so you can see how you are doing against your projections.

- Customer Reports: Provide client with reports to help you determine who your most and least profitable customers are.

- Breakout of Expenses: It is often useful to break expenses out into different categories, such as by product line, services, office, or region.

Reports such as these are available as part of Enhanced Bookkeeping Services.

- Rolling Forecast: A rolling forecast allows you to see how your projections have changed over time.

- Employee Reports: Provide client with a variety of employee reports, including reports showing company expenses and/or revenue associated with individual employees and year-end reports for employees detailing what their employment costs the company.

- Event Analysis: We can help you track the revenue and expenses associated with specific events, if applicable.

- Quarterly Budget reviews: We will meet with you quarterly to review the previous quarter, discuss changes to your budget for coming quarters, and analyze your business.

As part of the initial setup of Enhanced Bookkeeping Services, Sundial will work with you to determine what reports would be useful to your management to help you run your business better. In addition, we can modify reports as your needs change.

Accounting

"We can help you set up your accounting systems, improve your profit potential, and minimize your taxes!"