Elevate Package
Level Up Your Business with Strategic Finances
Are you ready to level up your business but stuck on the numbers?
Your business is in growth mode (or at least striving to reach that point), but you need more precise insights into your finances. And you know you can’t identify your areas of weakness or opportunity without accurate data. Perhaps you are:
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- Experiencing an increase in revenue, and your accounting is more involved
- Worried and uncertain if your finances are a mess or your business is struggling
- Lost on your next steps and what the numbers mean
Simply put, you don’t know what you don’t know, so you’re ready for a partner who can support you through new challenges and be your financial sounding board.
Learn how to interpret your data and elevate your business
At Details Matter Bookkeeping & Advisory, we love working with clients in a growth phase. So much so that we designed this business bookkeeping service specifically for them! This is where the exciting, needle-moving work begins as we teach you how to read your finances. We’ll provide you with:
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- More robust reporting and analysis so you know what changes to make
- Deep dive strategy sessions to help you set realistic goals
- An accounting system that runs smoothly and summaries of crucial data
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Do you need to cut spending, raise prices, hire staff, or focus on a particular area of your business? With accurate books and tailored strategy sessions, we’ll help you answer these questions and more.
Now more than ever, you need to focus on your “zone of genius.” As your bookkeeping business partner, we’ll provide a complete view of your financial health while taking these tasks off your plate.
The Elevate Package includes all the benefits of the Core Package, plus:
Elevate Package
prices starting at- Quarterly Deep Dive Strategy Sessions
- Included QuickBooks Online Subscription Fee
- Included Preparation of Forms 1099 & Filing Fees
- Chart of Accounts Optimization: Through our signature approach, we reorganize your reports, so they’re easier to read & understand
- Monthly Transaction Categorization
- Monthly Bank & Credit Card Reconciliations
- Monthly Custom Financial Statements
- Annual Review & Adjustments
- Liaison to Tax Preparer
- Unlimited Phone & Email Support
- Secure (easy-to-access) Client Portal for Communication & Document
Profit & Loss Analysis
- Compare prior periods for trends, seasonality, and major changes
- Analyze targeted expense accounts and provide recommendations
- Provide Key Performance Indicators (KPIs)
- Research benchmarks for your industry
Balance Sheet Analysis
- Review for any new fixed assets
- Provide recommendations for any future purchases
- Analyze liabilities and provide recommendations for paying off debt
- Analyze Accounts Receivable and provide recommendations for improved payment terms or collection strategies
- Analyze owner equity accounts for year-to-date draws/distributions and provide insights
Cash Flow Analysis
- Provide recommendations for allocation of cash
Business Strategy
- Assist in setting attainable goals
- Determine actionable next steps
- Make recommendations or referrals to other service providers
Service Add-On's
Customize your support with the tools your business actually needs
Welcome to the Paperless Era!
If you are struggling to manage your bills and receipts, we have the solution! You can snap a photo, forward an email, or upload a pile of scanned invoices and we’ll help you manage it all. We attach every receipt to its corresponding expense in QuickBooks Online, so you never have to go digging through file cabinets or boxes again.
Sales Taxes
If you are required to remit sales tax on goods or services you sell, you will need to complete sales tax returns. To make your life easier, we can do this for you, which will save you time and give you the peace of mind that they are being completed correctly.
Clean-up & Catch-up Bookkeeping
Fallen behind on your books? Don’t worry—we’ve seen it all. Whether it’s a few months or a few years, we’ll help you get caught up, cleaned up, and confidently back on track. No judgment—just clean books and a fresh start.
Advanced Tracking
Whether you have multiple locations, properties, or distinct business segments, our Advanced Tracking service ensures that your financial data is organized and classified according to your unique needs. For our Premium clients, this can include job-costing where we track and allocate expenses to specific projects or jobs, allowing you to accurately measure profitability, identify cost drivers, and make informed decisions to optimize project performance.
Tech & Workflow Consulting
Ever feel like there has to be a better way to do things? We’re here to help you work smarter, not harder. Whether you’re looking to streamline processes, explore new software, or improve how your systems talk to each other—we’ll help you find the right tools, build efficient workflows, and make sure everything integrates seamlessly.
Business Referrals
Not to brag or anything, but…we know people. We have relationships with several qualified and amazing CPAs in the area and we are happy to provide referrals to them for our clients. We also have referrals for all kinds of other business needs like payroll and marketing. Feel free to ask us about anything personal you are looking for as well—we have clients that are dog walkers, bakeries, local retail, etc.
Want to check out our other services?
Do-it-with-you
A monthly subscription that combines access to our QuickBooks Online Coruse with live office hours for support as you manage your own books.
Get the fundamentals
These are the essential bookkeeping services necessary to stay organized, compliant, and make informed financial decisions.
Your growing business deserves grown-up accounting
A fully managed, all-inclusive, white-labeled solution that handles all your accounting needs—so you can focus on growing your business.
Real humans. Real support. Really accurate payroll.
Whether you prefer hands-on control or want it off your plate entirely, we have options to fit your team.