Services & Fees
Maintaining accurate financial records is crucial to the success of any business; it can be quite confusing and complicated and quite costly. If you are paying yourself $30-40/hr that means it costs you $650-$2,600 per month just to manage your company's finances. We guarantee reducing those costs by at least 50%.
Breakthrough Financial Services takes the mundane task of monitoring and recording all of your financial transactions. We will complete your monthly financial statements, so you can focus on growing your business.
Our Financial Services Include
Bookkeeping
Our bookkeepers will record, organize, secure, and retrieve financial transactions for your company each month in a professional and timely manner. If you like, we will even pay your bills for you from your accounts.
Bank Reconciliation
Monthly, our team will complete a reconciliation of your company's bank account statement with your checkbook balance.
Sales Tax Reports
We will file and pay your sales tax online, whether your business is in Rhode Island, Massachusetts or Connecticut.
Post Credit Card Charges
Our bookkeepers will record any expenses that are specifically from credit card payments and produce a credit card balance for you.
Financial Statement Prep
Each month, we will provide detailed financial statements and review them with you to ensure you understand any issues that have been identified.
If you are spending between 5-15 hours per week just managing your finances, imagine what you could do for your company if you had that time instantly available to you.
Contact us and let us customize a financial services package for your company's specific needs.
Contact us TodayBasic Services
- Proper record keeping for all accounts
- Reconciliation of bank & credit accounts
- Produce financial statements - Balance Sheet, Income Statement, Statement of Cash Flows
- Catch-up & Clean-up Service
Advanced Services
- Process accounts payable
- Maintain accounts receivable
- Handle expenses and full company bill pay
- Special reports - Each business is different. Structuring reports accordingly can help you understand your company's health
Cash Flow &
Budget Management
Proper cash management and budget planning can significantly improve a company's ability to operate at a high level. We can help provide you with advice on:
- Spending analysis - where is your money going each month
- Budget development - what can you afford to spend and what are your goals for the coming periods
- Debt analysis - how are your current liabilities impacting your profitability
- Future - where is your business trending versus where do you want it to be
QuickBooks™ & Xero™
Help and Assistance
QuickBooks™ and Xero™ are powerful financial tools when used properly.
We can provide support for these platforms through:
Personal Training
Done virtually through screen share or at your location.Setup & Support
Assisting new users with the set-up of their company as well as continuous support beyond the initial setup.
Payroll Assistance
We can help you reduce the time spent on payroll by developing and implementing a payroll system that will allow owners to focus more on the core aspects of their business.- QuickBooks™, Xero™ or Square™ payroll set-up and maintenance
- Assistance with your current payroll software
Client Referral Program
- When you become a client you are instantly enrolled.
- Each time you refer a new client that signs an agreement with us you will receive your next month free.
- There are no limits to this program.