Accounting Systems / Management Reporting

We were approached by an entrepreneur who was seeking assistance in setting up an accounting system for their startup company. This involved managing large projects and tracking related transactions.

We set up a QuickBooks file and trained the client on how to allocate transactions to specific projects. Additionally, we implemented a system to keep transactions out of the profit and loss statement until a project was completed, allowing the client to see realised profits that matched the financial accounts, as well as the in-progress profits of particular projects. The client now regularly reviews their profit, monitors project progress, and understands the overall performance of their business and each project.

We continue to collaborate with the client, with them entering most transactions and us providing occasional support and reviewing the entries.

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