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SERVICES

Financial Accounting & Bookkeeping

Be assured that every transaction your company makes is entered into your accounting software.  When financial transactions are recorded appropriately, accurate financial statements can be produced.  See how well your company is doing (or not doing) and get assistance on how to improve your net gain.

 

  • 1099s

  • Accounts Payables/Receivables

  • Audit Coordination​

  • Bookkeeping

  • Chart of Accounts​

  • Check processing

  • Consulting (QuickBooks)​

  • Creating Budgets​

  • Deposits​

  • Federal, state, HUD compliance

  • Financial Reporting (to include board reports)

  • Fiscal & Statistical reporting​

  • Financial Analysis​

  • General Ledgers​

  • Grant Accounting/RFPs​

  • Invoicing (to include creating)​

  • Nonprofits​

  • Taxes

  • Reconciliations (bank, credit, investments)

B

Small Business Management

There are lots of areas and components to address in making your business run successfully.  We can assist in many areas: accounting, business and project management, strategic planning, payroll, taxes, marketing, budget planning, forecasting, official documentation, RFPs, fundraising and event planning, etc.  Discover where you are weak and let us help make you strong.

 

  • Business Management

  • Marketing

  • Website

  • Promotional Materials

  • Benefits Administrator

  • Creating forms, spreadsheets

  • Fund-raising

  • PowerPoint presentations

  • Elderly Bill Paying

  • Event Planning & Marketing

  • Organizational Planning & Strategy

  • LLC Filing

C

QuickBooks Consulting & Clean-Up

QuickBooks bookkeeping software from Intuit is the #1 bestselling accounting software for small and medium businesses.  Certified since 2011, Financially Sane! can teach you how to maneuver your version of QuickBooks - whether you are a beginner and want to learn, or you prefer to have QuickBooks maintenance on a contract basis.  We have assisted many in cleaning their QuickBooks up.  (Do not worry; this is needed more than you think!)  Learn how to pull the necessary reports, reconcile, close out and so forth.

 

 

D

Investments + Financial Freedom

Options provide a different way of investing outside of your normal buy and hold.  Financially Sane! offers 60-minute teaching and training blocks that provide one-on-one time for you to learn how to trade options, on your own time, at your own pace. Using Webex, we set you up with our Instructor so you can learn at your level.  Perhaps you are curious about options and want to learn more.  Maybe you have delved in stock options before and now you want to learn candlesticks and charting.  We help take you there.

 

 

"Many companies define success based on the dollars coming in,

but we define our success by the number of lives changed:

people getting out of debt and investing for their future."  - Dave Ramsay, Financial Expert

LINKS

CONTACT US

PHONE:  (202) 415-0909

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E-MAIL:  info@financiallysane.com

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ADDRESS:  4300 Biscayne Blvd,

                         Suite 203

                         Miami, FL, 33137 

ABOUT

Financially Sane! Services is here to provide assistance to all of your business needs.  A one-stop shop, we like to call it.  We live in the great country of small businesses.    Many people own and have them, yet many do not know what it takes to keep it operative and make it successful.  Financially Sane! is here to help your business become everything it was intended to be.  Keep in mind that every large company was once a small business.  What do you need to get your business to that next level?

 

There is freedom in being financially sane!!

 

Copyright (c) 2016  Financially Sane Services, LLC.  All Rights Reserved.  Site designed by DDLLC.

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