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Protect Your Profit!
Protect Your Future!
Bookkeeping
Show me the MONEY!
Bookkeeping shouldn’t be the Achilles heel of success. Having timely, useful and accurate information is critical in any Trades business. It’s a challenge to achieve all three but we do it every day! Having a dedicated accountant or accounting staff can be very costly. Let CES show you a solution that gives your business the accounting and FINancial support it needs to get ahead.
Who We Are
CES has partnered with FinTrade Bookkeeping LLC for its bookkeeping needs. FinTrade specialists are proud nerds who love bookkeeping and have a passion for the trades. They focus on using the best technology and proven processes to get you the financial data you need when you need it, including trade specific FINancial reports. They also partner with your success group’s accounting coaches to implement best accounting practices so you can focus on growing your business and be among the best of your peers!
Let’s get started!
Let’s start with a free analysis of your current accounting that provides valuable insight. Then the team will create a custom solution, starting with implementation then moving to maintenance, that fits your needs ranging from basic bookkeeping all the way to Controller/CFO packages. Fill out the form below and select bookkeeping to get going!
What’s in the Basic Package?
This list isn’t comprehensive, but it shows most of what can be done.
- Entry of banking and credit card transactions weekly
- Reconciliation of invoicing (A/R) between CRM and Accounting Software
- Focus on business group accounting “best practices”
- Optional upload assistance to business group reporting portals
- Monthly financial reporting package
- Weekly status reporting
- Depreciation and Amortization monthly entries
- Monthly Cash Flow forecasting
- Interface with Income Tax professionals as needed
- Payroll Journal Entry support
Premium Package
Include Controllership/CFO duties
- Full Account Payable processing (vendor invoicing, Purchase order, scheduling payment, etc)
- Budget creating and monthly analysis
- Sales Tax Calculation
- Weekly cash flow forecasting
- Dedicated Specialist
- Monthly analysis meeting going over trending, budgeting, cash flow and forecasting
Optional Services
- Prepare 1099’s
- A/R Collections
- Special Projects
- IRS Audit Support
- Expense Reports
Trade Specific
- HVAC
- Electrical
- Plumbing
- Roofing