There are some important discussion topics to cover during your First Free Consultation with Lend A Hand Accounting. Your accountant will want to connect with you personally to discuss how we can best serve the bookkeeping and accounting needs of your business. It is important for us to fully understand and develop an accounting story for your unique business. You can help us to achieve this goal by sharing how you manage your business operations. Please review each of the topics below to prepare for your upcoming Screen Share Meeting with your new dedicated accountant.

CUSTOMERS, SALES, PRODUCTS & SERVICES

  • Products and services that you sell to your customers

  • Estimate or quote process for your customers (if any)

  • Customer invoicing or sales receipt process for customer sales

  • Payment terms and methods of payment for customer sales

  • Job costing or project tracking process for customer work (if any)

VENDORS, CONTRACTORS, EXPENSES & COGS (COST-OF-GOODS-SOLD)

  • Products and services that you purchase from vendors or contractors

  • Purchase order or contract process for vendors & contractors (if any)

  • Vendor or contractor bill and/or expense receipt and payment process

  • Vendor or contractor payment terms, credit accounts, & vendor payment methods

  • Vendor or contractor bills and expenses that are billable to customers (if any)

EMPLOYEE PAYROLL & OWNER PAY OR DRAWS

  • Number of hourly & salaried employees and frequency of their pay (if any)

  • Owner pay or draws, and frequency of owner pay or draws

  • Third-party applications you use such as Gusto or Paychex to process payroll (if any)

BANK ACCOUNTS, CREDIT CARD ACCOUNTS & POS (POINT-OF-SALE) ACCOUNTS

  • Bank names and number of company bank accounts

  • Credit Card company names and number of company credit card accounts (if any)

  • Third-party app names and number of POS, Booking or E-Commerce accounts (if any)

OTHER ASSETS, OTHER CURRENT ASSETS, LONG-TERM ASSETS & FIXED ASSETS

  • Other current assets such as inventory, employee advances & loans to shareholders

  • Fixed assets such as buildings, land, computers, equipment or company vehicles

  • Other long-term assets or security deposits you have paid that will be returned

  • Other assets such as non-professional use licenses for things such as selling alcohol

OTHER CURRENT LIABILITY & LONG-TERM LIABILITIES

  • Other current liabilities such as lines of credit, loans, taxes due, & rents in trust

  • Long-term liabilities such as notes payable that your business owes over 12 months

THIRD-PARTY APPLICATIONS

  • Third-party applications you use such as FreshBooks, TSheets, Expensify & Bill.com

  • Third-party POS, E-Commerce or Booking systems used but not connected to QuickBooks Online

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,

Gina

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.