Common Sense Profits, LLC
Small Business Bookkeeping Challenges
Are any of the experiences below common, in your current business?
- Your business made a profit, yet it was short on cash to pay its bills
- Lenders are charging your business late fees
- You’re not sure if it’s better to skip the next cash distribution
- You under or overpaid quarterly taxes, because of errors in profit calculations
- Suppliers are complaining about late payments
- Cash balances are negatively impacted by aging accounts receivables
- Bank statements don’t match your financial statements
The list above is only a small set of the problems business owners experience, when they don’t have the time to properly complete bookkeeping entries. Another reason may just be that their current bookkeeper hasn’t taken the time to know their business. It’s not uncommon for a larger company to prioritize clients based on the amount of fees that their clients pay.
If your bookkeeper doesn’t promptly return your calls, you may want to re-evaluate whether to keep them or fire them.
Business Experiences
We have owned small businesses and know first hand about some of these frustrations. The quality of service you will experience with us has been designed to eliminate these common issues with which small business contend.
Promises
We promise our clients that we won’t take on more business than we can handle. We’ll return your calls within 24 hours, or respond to your emails within the same time frame. Small businesses are an important part of our economy and need access to their bookkeepers when important events occur; or unexpected decisions need to be made.
Client Satisfaction – Measuring & Monitoring Performance
In order to attain a high degree of customer satisfaction, we measure our quality, our throughput, and our response times. Each of these areas directly impacts how you experience interactions with our company.
We also have a strong commitment to continuously improve our processes. We focus on growing our capacity first to serve our clients well, before opening slots to new clients.
Why Us
Let’s review the benefits you will experience by doing business with us.
After onboarding with us, you are assigned an account manager who is responsible for regularly contacting you and knowing your business. In our monthly reviews with you, we highlight any opportunities or concerns in the financial reports that warrant more attention. You, also, have access to our management team to immediately report any degradation that you perceive in the quality of our service. Everyone at our company knows that you have access to management. Therefore, it has produced the “Hawthorne Effect”, so our clients have positive experiences.
When selecting our services, you can start off with one of our services or several at first. We have different pricing plans. If you want to use a service infrequently, we have pricing to support it. If you foresee regularly using other services, we have pricing to support that too.
Referrals
We have also partnered with other professionals who share our values. Ask us about referrals for other business services you need. We may have a partner in our network that can help you.
Onboarding Process
Profile – We’ll complete a business profile which includes name, address, phone number, EIN, state of organization/incorporation, list of established accounts, etc.
Obtain accounting and tax records – We’ll access, collect, or upload your records to prepare for the evaluation step in our process.
Evaluate current state of accounting records to identify issues that require resolution.
Reconcile accounts – We’ll reconcile accounts against your most recent statements.
Determine if cleanup is required – We’ll discuss with you whether any cleanup activity is required and to what extent.
Technology & Automation
Xero
Quickbooks
Bill.com
SecurefilePro
Expensify
Schedule Strategy Session
Have us contact you, using the contact form. We will schedule a brief strategy session. During a strategy session, we’ll learn about your business, your current bookkeeping challenges, answer questions you have, and if it makes sense discuss next steps.