Balance Counts LLC
Home
Core Values
The BC 3C's
Offering
Balance Counts LLC
Home
Core Values
The BC 3C's
Offering
More
  • Home
  • Core Values
  • The BC 3C's
  • Offering
  • Home
  • Core Values
  • The BC 3C's
  • Offering

Our Offering

Onboarding

Our Tech Stack

Onboarding

  • Review prior 12-mo Balance Sheets
  • Review P&L
  • Review vendors for consistency in coding
  • Review vendors for W9s and 1099 compliance
  • Review insurance requirements & make adjustments/recommendations if needed 
  • Convert to Accrual Based Accounting if appropriate 
  • Review tax opportunities   
  • Make adjustments to chart of accounts where needed
  • Review merchant processing fees for opportunities for better rates
  • Review corporate structure & required filings & catch-up filings where needed
  •  Review bill pay process & identify areas for efficiency 
  • Negotiate payment terms w/ vendors where possible
  • Review payroll process & recommend changes if appropriate
  • Review Time & Attendance process & recommend changes if appropriate
  • Review PO process & make changes if appropriate 
  • Review AR collection process & make a plan if needed

Ongoing

Our Tech Stack

Onboarding

  

  • Prepare month-end close checklist & process
  • Prepare/update Balance Sheet reconciliations
  • Daily/Weekly transaction processing
  • Monthly bank & credit card reconciliations
  • Invoicing as needed
  • AP/Bill-Pay as needed
  • AR Collections as needed
  • Contract processing/review as needed
  • Monthly accrual accounting entries if appropriate
  • Weekly cash forecast updates
  • Payroll processing
  • File sales tax, franchise tax, etc.
  • Annual corporate filings (BOI, State Registrations, etc.)
  • Monthly Financial Management Package
  • Monthly flux analysis
  • Monthly budget vs actual analysis
  • Monthly forecast update
  • Monthly cash runway analysis
  • CRM review/updates if needed
  • Leadership meetings if requested
  • Leadership scorecard if requested
  • Departmental or Location budgets & reporting if appropriate
  • Attend board meetings when requested
  • Board Reports when requested
  • Monthly financial review with CEO/Leadership Team

Our Tech Stack

Our Tech Stack

Our Tech Stack

  

  • Accounting/Bookkeeping: QBO, Odoo, NetSuite
  • AR: Accounting Software
  • AP: Bill.com
  • Payroll: Gusto
  • Equity: Carta
  • CRM: HubSpot, Odoo
  • Sale Tax: Avalara
  • Financial Reporting: Reach Reporting
  • Online Sales: Shopify
  • Merchant Processing: Stripe, SeamlessChex, Payroc
  • Time Tracking: Connecteam
  • File Storage: OneDrive
  • Enterprise: Microsoft365
  • Virtual Meetings: Teams
  • Digital Signatures: Adobe Sign
  • Secure Document Storage: Sync
  • EOS: Ninety.io
  • Employee Credit Cards: Brex

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