![]() ![]() ![]() Stephen Smith has lifted a great weight from my shoulders. "Finally, I feel comfortable with my finances. Most entrepreneurs cite cash flow and unclear finances as major sources of aggravation, loss of time, and distractions from core competencies.“ ![]() “Owning and operating a business can be a rewarding but also stressful experience. You’ve worked hard for your money, but with the accumulation of wealth comes a greater need to track and monitor your assets and liabilities. Controllership Solutions LLC is a “fee for service firm” billing is hourly or on a fixed-fee basis with no commitment or retainers. Problems are solved and questions are answered with the client’s real data, leaving them comfortable with their books. Following an initial set-up visit, for those who desire to ultimately manage the system themselves, the client will be provided with support as needed. I provide a hands-on approach to instruction, with the client learning while working on live data to gain firsthand experience of the steps involved. The result is more accurate knowledge of investment performance, asset allocation, spending and real-time net worth.Īdditional services include one-time instructional set-ups and troubleshooting. This is where Controllership Solutions LLC excels – we speak the language of Quicken, ensuring data is entered properly and customizing the system to each client’s specific needs. Regardless of the portfolio’s type or size, chances are Quicken is capable of tracking your information and providing the desired reports. The power of Quicken is in its ability to process data and be customized. Quicken is used by millions of diverse individuals. We don’t practice law or set up trusts-we insure compliance by maintaining proper records. We don’t do taxes-we organize and provide needed reports. We work with clients’ existing financial and professional relationships to maintain accurate accounting. We coordinate-not compete with-investment advisors, financial planners, tax accountants, and legal counsel. We assume the role of captain to our clients’ financial teams. We act as our clients’ advocates and fiduciaries on a fee for service model with no conflicts of interest. Our role as Controller for Hire is similar to that of a family office or financial planner however, we do not provide tax, investment or legal advice. Our personal accounting philosophy is best defined by our mission: “Use Quicken to organize personal finances and alleviate financial stress”.Ĭontrollership Solutions LLC provides personal controller for hire accounting services to clients who require or desire organized finances yet do not want the burden of entering repetitive data into a personal wealth software program. High Net Worth and complex portfolio’s demand even greater levels’ of oversight and detailed bookkeeping. ![]() In these economic times it’s paramount to have an accurate and real-time understanding of where your money is and how it’s doing. So, you need to have a QuickBooks advisor by your side, always.You’ve worked hard for your money. This means your business will not have to suffer because QuickBooks is giving you troubles. If you talk to a QuickBooks expert, then he/she can resolve such errors and other issues you face, quickly. Reduction in general performance of QuickBooks softwareĪpart from the above, there are specific error codes in QuickBooks, each of which means a different problem.Here are some of the common errors that a QuickBooks expert can help you So, every QuickBooks user needs professional QuickBooks help and support expert. So, he/she cannot spend time resolving QuickBooks errors on his/her own. No matter whichever version you use- QuickBooks 2017, 2018, 2019 or 2020, if you use it daily, then you might have experienced someĪs said earlier, a business owner has to take care of many things. QuickBooks is a sophisticated business accounting software. If you search for ‘QuickBooks experts near me’ on search engine and stay in touch with a reliable professional, you can solve several problems in minutes. So, in such cases, you cannot keep thinking about what to do. Or your software might stop working altogether. Or your customer/employee lists may show blanks. You might not be able to access your company file. Many times, your QuickBooks experiences errors. A QuickBooks pro advisor or an expert can help you solve your accounting woes, at least. With so much on your plate, you cannot think of wasting your time. Moreover, in the increasingly competitive market, you have to think of new ways to stay ahead of your competitors. You have to think of sales, marketing, promotion, customer acquisition and a lot more. If you depend on QuickBooks Pro, Premier or Enterprise software for business accounting, then you understand the importance of keeping your processes streamlined.Īs a business owner, you have to wear many hats on an everyday basis. ![]()
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