Bookkeeping Services
After the Fact Bookkeeping
Up-to-the-Minute Bookkeeping
Up-to-the-Minute Bookkeeping
Our After-the-Fact package includes basic reporting and an easy to understand explanation of your financials. Your records will be ready to present to your CPA for tax return preparation
Up-to-the-Minute Bookkeeping
Up-to-the-Minute Bookkeeping
Up-to-the-Minute Bookkeeping
Our Up-to-the-Minute packages includes reconciliations of all your accounts.
Bookkeeping: Manage daily transactions, Payroll: Management of payroll and taxes, Planning: Reporting and advice to support growth, Payables & Receivables: Management of suppliers. and an up to the minute Profit & Loss and Balance Sheet each month.
Planning & Advisory Services
Up-to-the-Minute Bookkeeping
Planning & Advisory Services
Our Planning & Advisory services are for the business that is ready for more. This package includes everything from After-the-Fact and Up-to-the-Minute plus cash flow analysis, projections, and budgets .
Software Support
Accounting Suites
Accounting Suites
Accounting Suites
Feature-rich accounting software with inventory management
AccountingSuite™ includes all the features for your growing business
QuickBooks
Accounting Suites
Accounting Suites
Jacquie is a member of the QuickBooks ™ Pro Advisor program and is Desktop Certified and QuickBooks online Advanced Certified.
Quicken Help
Quicken Help
Quicken Help
If you have a rental property or want to track your personal finances. We can help you get started.
Xero
Quicken Help
Quicken Help
Jacquie is Xero ™ Certified
We can help you with your Xero Needs and Questions
Fix this next Coaching
Fix this Next Certified Coach
As a Fixt this Next Advisor I have been trained in how to apply the methodology to a variety of different kinds of businesses.
With over 30 years of Accounting knowledge and working with small business, I am not your normal accountant as I love working with my small businesses and seeing them thrive! I've got a unique mix of experience and skills that can help most any business owner achieve the balance of financial, personal, and professional success you desire. Add my credentials as a Fix This Next Advisor to the mix, and there's a lot of know-how in my arsenal! Book your free assessment today!
EXECUTIVE SUMMARY
The biggest challenge business owners have is they don’t know what their biggest challenge is. If you find yourself trapped between stagnating sales, staff turnover, and unhappy customers, what do you fix first? Every issue seems urgent — but
there’s no way to address them all at once. The result? A business that stays stuck in the Survival Trap, the endless circles of addressing apparent, urgent issues and prioritizing the wrong things.
THE BUSINESS HIERARCHY OF NEEDS
The foundation of the Fix This Next process is the Business Hierarchy of Needs (BHN). The BHN is derived from long established and proven concepts (explain concepts of what). And it is simple to understand. But don’t discount simple as ineffective. In fact, the BHN is foundational knowledge on
how your company is structured. The BHN is effectively the DNA of your business, and is based upon Maslow’s Hierarchy of Needs.