Proactive Business Solutions

We get that no two businesses are alike, even within the same industry. That’s why we create individual service plans designed to meet your specific needs. Here are some of the most common components of a comprehensive service plan.

WEEKLY ACCOUNTING SERVICES
Our team handles the data entry for income and expenses weekly. This means when you log in or run reports, you'll have the most up to date information.

WEEKLY BILL PAY & INVOICING
When the weekly accounting is updated, we also make sure the bills are paid and customers are invoiced based on information provided by you. This ensures you always have updated information at the same time each week.

MONTHLY CLOSE & KPI REPORT
Our Key Performance Indicator (KPI) report is customized for your business. You'll also receive a balance sheet, income statement, cash flow statement, and A/R and A/P breakdown.

MONTHLY MEETING
What good is a monthly close and KPI report if you don't know what it means? We'll take the time each month to explain the numbers, what they mean, and trends that we notice.

MONTHLY CASH FLOW PROJECTION
Our team will meet with your team and develop a detailed monthly cash flow projection for the year based a variety of information you provide. This is customized to your business and situation.

FORM 1099 FILING
Our team handles the information gathering, preparation, and e-filing of Form 1099 for subcontracts and miscellaneous vendors.

FEDERAL COMPLIANCE REPORTING
You receive the benefit of our team handling this task for multiple clients. Our experience and knowledge helps ensure a smooth reporting process with fewer mistakes.

STATE COMPLIANCE REPORTING
With all the different state reporting requirements, it can get confusing quickly. Our team can take the stress out of the monthly reporting process.

PAYROLL PROCESSING

We provide you with the highest quality payroll services.

SOFTWARE TRAINING AND SUPPORT

Pricing varies based on type of software, number of programs to be integrated, and whether or not our team needs to be on-site. 

Once you have the essentials taken care of, it’s time to take things to the next level. Hit hyper drive (See! We do like sci-fi movies) by taking advantage of these proactive business services.

BUSINESS FINANCIAL PLAN

Dig deep into your business model and sketch out a plan for the future by creating a financial plan for your business that includes one, three and five-year forecast of the business.

BUSINESS COACHING TAG TEAM WITH BT&CO. AND ACTION COACH

Take your business to new heights by working on your business instead of just in your business with the help of the tag team of Action Coach and BT&Co.

TAX ANALYSIS AND FORECASTING
We will do a comprehensive review of your current tax situation and help you consider and plan for all potential tax implications of future business decisions.

BREAKEVEN ANALYSIS

We will develop an annual, quarterly and monthly breakeven analysis for your business based on projected financial information so you know what you need to do in your business just to break even.

OUTSOURCED CFO

A member of the BT&Co. team will work as a member of your management team, providing financial leadership and assistance in business decisions. Learn More >>>

FORECASTS AND BUDGETS

We will help you paint a picture of the future of your business to increase confidence in your decision making, take advantage of opportunities, and create goals to shoot for and something against which you can measure progress. Then, we will help you create budgets to assist with day-to-day financial control in your business.

MARGIN AND PROFITABILITY ANALYSIS

We will slice and dice your financial information in search of ways to improve your margins on your various products or services and the overall profitability of the business.

BUSINESS VALUATION AND EXIT PLANNING

We can help you estimate the value of your business and plan in advance for the eventual exit from your business.