Quickbooks accounting and bookkeeping | local accountants North Carolina

Solve Ongoing Problems

Services Rendered

The Services which Accounting Expert for Hire, LLC (AEfH) offer are intended to solve ongoing administrative (Record and Bookkeeping) problems that plague many small businesses and nonprofit organizations. With improvements in these key functions, these organizations will achieve measurable positive improvements in their cash flow, profitability and long-term survivability, these services are:

Virtual Controller /CFO services


The consulting services AEfH is offering, is labeled “Virtual Financial Controller/CFOr” services. This term is defined as an accountant who, in the small organization environment, is hired generally not on a full time basis and is given the responsibility to oversee the accounting function for such business. “Virtual” in this situation indicate that the Internet and the Cloud will be used to delivery some of the services. The first goal of AEfH is to help small businesses and nonprofits fill a personnel void in their operations when the financial situation does not warrant a full time Controller/CFO. The second goal is to improve, not only the client’s operating efficiencies, but also their profitability by focusing on the administrative functions performed by the business.

These functions are the record keeping and accounting procedures utilized in the management of the operations. As indicated in the illustration to the left, these functions play a major role in the success of every business. Failure to timely address these issues directly relates to the failure of so many small businesses and small nonprofits. If you do a web search as to why these organizations fail, you will find that financial mismanagement is high on the list of reasons.

It is these deficiencies in the internal functions of the business that AEfH will address in advising businesses on corrective steps to take.


Details

The first step in delivery this service is for the business owner or designated person to complete a detailed questionnaire. The questions asked will provide an understanding of:
  1. The biographical details of the business;
  2. Impediments and challenges the business has identified as administrative issues that need to be addressed;
  3. Financial goals established by the business;
  4. Information on the record keeping and accounting systems currently utilized by the business;
  5. What the business sells, to whom, the price point of the typical sale, and how customers are obtained.

The second step will be the review of the completed Questionnaire by AEfH.

The third step will be a virtual interview with the prospective client, usually within three business days of receipt of the Questionnaire. The purpose of the interview is to introduce AEfH, discuss the completed questionnaire, arrive at an clear understanding of the potential benefit the client expects to achieve, the fee to AEfH for these services, and to determine the path forward.

If the path is to hire AEfH, then the next step will be to formally engage AEfH and for the client to pay the agreed to fee. Once the fee is received by AEfH the real work will begin.


Package 1

$2,500

Review of the business’s accounting practices and procedures for purposes of ascertaining improvements needed to enhance functionality of the system by providing solutions that move the system to one that provides “Real Time Accounting“

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Package 2

$2,500

Virtual Controller/CFO Services. Services that provided oversight for the business’s accounting function to insure the “Books and Records“ are current and that the accounting system is providing “Business Intelligence“ that enable the business to better execute its “Business Plan“

Cost – For a Startup with one business location- $2,500 a month; For an established business, the first month will be $5,000, with subsequent months determined by the first months experience.

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Business Plan and Key Performance Indicators (KIPs) Services


Package 3

$3,500

Business Plan Development – Provide Guidance and support in the development of a comprehensive Business Plan. The goal is to develop a plan that will guide the business in achieving it goals and objectives.

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Package 4

$3,500

Implementation of Business Plan and the development of the Key Performance Indicators (KIPs) for the Business. Cost $3,500. Monthly monitoring and reporting of the KIPs with areas of concern highlighted.

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  • General Contact
  • Privacy Statement
General Contact

Privacy Statement

Accounting Expert for Hire, LLC
Privacy Notice

This privacy notice discloses the privacy practices for www.accountingexpertforhire.com.This privacy notice applies solely to information collected by this website. It will notify you of the following:

  1. What personally identifiable information is collected from you through the website, how it is used and with whom it may be shared.
  2. What choices are available to you regarding the use of your data.
  3. The security procedures in place to protect the misuse of your information.
  4. How you can correct any inaccuracies in the information.

Information Collection, Use, and Sharing

AEfH is the sole owners of the information collected on this site. AEfH only has access to/collect information that you voluntarily give us via email or other direct contact from you. AEfH will not sell or rent this information to anyone. AEfH will use your information to respond to you, regarding the reason you contacted us. AEfH will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order.

Unless you ask us not to, AEfH may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

Your Access to and Control Over Information

You may opt out of any future contacts from AEfH at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

  • See what data we have about you, if any.
  • Change/correct any data we have about you.
  • Have us delete any data we have about you.
  • Express any concern you have about our use of your data.

Links

This website contains links to other sites. Please be aware that AEfH is not responsible for the content or privacy practices of such other sites. AEfh encourages our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Pre-Client Engagement Questionnaire

From time-to-time AEfH requests information via a Questionnaire. Participation in filling out this Questionnaire is completely voluntary and it is your choice as to whether or not to disclose this information. Information requested is intended to provide AEfH with an understanding of:

  1. The biographical details of the business
  2. Impediments and challenges the business has identified as administrative issues that need to be addressed
  3. Financial goals established by the business
  4. Information on the record keeping and accounting systems currently utilized by the business
  5. What the business sells, to whom, the price point of the typical sale, and how customers are obtained.

This information will only be used for the purpose as outlined in the Questionnaire. If through discussions with the potential client it is decided that no client relationship will be forthcoming the destruction of the completed Questionnaire will comply with the wishes of those who completed it.

Security

AEfH takes precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.
Wherever we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a lock icon in the address bar and looking for “https” at the beginning of the address of the Web page.

While AEfH uses encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which AEfH stores personally identifiable information are kept in a secure environment.
If you feel that AEfH is not abiding by this privacy policy, you should contact AEfH immediately via telephone at 917-375-2859 or via email harold@accountingexpertforhire.com .

Please download and fill out the Questionnaire


Once you have completed the Questionnaire, email it to Harold Wiebusch at harold@accountingexpertforhire.com You can expect a response from us within three business days.  That will give us time to being formulating a plan to address the problem laid out in the Questionnaire.


Questionnaire