Profitability Consulting

    • Customized Profit First Profit Assessment
    • Develop a rollout to achieve recommended allocations
    • Scheduled accountability and counselling sessions to help you achieve your goals
    • Regular review and revision of your goals to keep them relevant

Reconciliations

    • Review and reconcile monthly bank statements
    • Reconcile and review monthly credit card statements
    • “Clean-ups” available for those who have not reconciled their books in some time – contact us for pricing

Monthly Bookkeeping

    • Use QuickBooks Online to reconcile all accounts
    • Enter invoices to your customers – and the payments received
    • Input bills from your vendors – and the payments you send
    • Enter taxes paid (sales and payroll)
    • Payroll services are available – contact us for pricing

Management Training and Support

    • Goal Setting
    • Regular review of progress towards achieving goals
    • Review of policies and procedures to work towards best practices
    • Develop policy and procedure manual 
    • Train team on policy and procedures to ensure understanding
    • Develop checklists to ensure compliance

Help with QuickBooks

As a Certified Quickbooks ProAdvisor, Intelligenz Business Solutions will help you select, purchase, set-up and use the #1 selling financial software in the world. Quickbooks will allow you to:

  • Eliminate entering the same information over and over again
  • Automatically download, categorize and reconcile bank and credit card transactions
  • Record expenses for tax time
  • Send professional custom invoices
  • Sync, link and import data from apps you currently use such as PayPal

…and so much more.

Most importantly, Quickbooks lets you know the financial state of your business at any time using Profit & Loss Statements, Balance Sheets and dozens of other reports, all only a click away.