Infrastructure for success
Our on-demand training is for those DIYer’s that would prefer to learn in an “at your own pace” environment.
Tailored framework
We set up your QuickBooks and train you and your team on approved methods to create a user-friendly process. Our goal is to reduce errors and keep productivity high. Our training includes best practices for operating your business financial operations.
Managed oversight
Everything included in the set up and training services plus monthly bookkeeping and compliance services to help you stay on track on a monthly basis.
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5 bank and credit card accounts, up to 500 transactions/month
Everything included in Tailored Framework +
Monthly services
- On a monthly basis determine and set up recurring transactions up to 5 a month
- Reconcile bank statements and credit cards
- Setup and support for Bento account for employee and contractor expenses
- Continuous contractor review for necessary W-9s, GL and WC certificates
- Recurring training during the first quarter to improve process documenting and workflows
- Ongoing support to understand daily tasks and suggestion Recurring monthly review of QBO
- Recurring monthly meeting to review financial statements Q&A style to aid in comprehension
- Dedicated communication channel
- Light advisory with KPI training
- Light advisory with cash flow training
- Profit Keeper data (benchmarking) training
Collaborative advisory
Our enterprise offering is customized to your business by adding additional enterprise level services that fit your business’ needs. Discover how to expand your financial knowledge through financial coaching with measured goal tracking and monthly meetings.
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Everything included in Tailored Framework and Managed Oversight +
Monthly services
- Compliance support
- Workers Comp and General Liability annual audits
- Payroll
- Calculate and submit annual W-2s
- Calculate and submit annual 1099s
- Sales Tax
- State deposits and reporting requirements
- Accounts Payable
- Enter bills
- Accounts payable cash flow reporting
- Human Resources
- Job description
- Employee handbook
- Coaching
- 1st QTR – get to know each other
- 2nd QTR – Goals – automatically send progress updates
- 3rd QTR – Budget
- 4th Review – year-end planning
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Accounting Lifeline’s Purpose
Our reason for being is to care for our clients and help them understand their books. We help with managing processes, setting up, training of and support of QuickBooks.
Accounting Lifeline is paperless firm specializing in QuickBooks for small businesses. We offer training, app integrations, conversions, clean up and support of QuickBooks Online and QuickBooks Desktop.
We are local accountants who care about our clients, and we want to help you learn about your books and how to manage processes by setting up, training and supporting QuickBooks for our community business owners. With over 20 years of accounting and top level QuickBooks accreditations and certifications, Accounting Lifeline is Oklahoma’s best resource for any growing business. As a firm, we are committed to staying up to date with the latest technologies and providing superior service and support to our clients.
Understanding your numbers is easier than ever by harnessing technology. We will help you on the road to become paperless which, as a result, creates less bottlenecks for your receivables and payables. Artificial Intelligence (AI) and Machine Learning (ML) can sound scary but together we create a step-by-step and side-by-side program to get you to your next level. By offering both in-person and virtual training you are empowered to climb to the next level of your business and understand your numbers
You pay your taxes based on the numbers; make sure they are correct.
For more information, contact Accounting Lifeline.