Solvari Financial Services

Financial Management

You work hard to ensure the success of of your business. You spend most of your time working to serve the needs of your clients. However, you know that your long term success depends on your ability to clearly determine where you want your business to go and how you intend to get there. Without the knowledge provided by an accurate and timely accounting system, you may miss valuable opportunities or make costly mistakes. Arranging for a personal, part-time assistant is an effective and affordable alternative to spending long hours keeping up with your accounting, or worse, not knowing if your business is succeeding.

• Accountant
  As your small business accountant, Tassie manages your ongoing client accounts to help you ensure timely collection and payment. She provides accurate accounting of your business transactions, providing you with the information necessary to successfully manage your cash flow and profitability. Her advanced preparation makes working with your CPA or tax software easier.
• Financial Analyst
  As your financial or business analyst, Tassie helps you understand your business, clients, and market through customized research and analysis. Whether your question is aimed at planning your next tactical move, identifying your most profitable clients, or mapping out your future strategies, you'll gain new information, insight and confidence.
• Financial Manager
  Perhaps your business needs the skills of an experienced financial manager, but not on a full-time basis. As your trusted part-time partner, Tassie helps manage your business from a financial perspective. She can help choose your accounting software, train you or your employees, organize your record keeping, and help plan for your expected growth. Her advice, recommendations and assistance help you and your business thrive.
• Range of Financial Services
  Services provided may include:
  • Install, operate or update an appropriate accounting system
  • Manage accounts receivable/payable, invoice preparation, or deposit transactions
  • Reconcile bank, credit and other accounts
  • Prepare financial statements, reports, budgets, estimates or transaction records
  • Analyze service, project, product or overall profitability
  • Maintain archives of accounting files and records
  • Select or manage use of other financial and tax services
  • Prepare payroll, schedule payroll tax payments, or file payroll related tax returns
  • Prepare WA Excise Tax returns and year-end 1099 & 1096 forms

QuickBooks Software

A successful business requires time, patience, expertise, and most importantly paying clients. Your choice of accounting software will impact how much time you have available, may test your patience, may (or more likely won't) be your area of expertise, and should help you know who your paying clients are, when they pay, and how much profit you make in the process.

• Select the Right Accounting Software
  Your accounting software must be simple enough to use, complex enough to get the job done, and affordable enough to not put you out of business. Combining thorough technical knowledge and understanding of professional service businesses, Tassie will evaluate the available options and recommend the most affordable and effective software for your needs. Tassie can help purchase, install and customize your software to best meet your business goals.
• Learn, Use and Maintain Your Software
  When your software is setup, Tassie's technical training expertise becomes your helping hand in learning to effectively use and maintain your software. You'll receive hands-on, personal training and support that allows you to realize the added efficiencies and benefits of your accounting software.
• QuickBooks Accounting Software
  Currently the most popular accounting software for small to medium businesses is Intuit's QuickBooks software. There are a variety of versions designed to meet the needs of various sizes and types of businesses available. Tassie can help you decide if QuickBooks software is right for your business and, if so, which version would be most cost effective for your goals.

Technical Training

Tassie is experienced with and offers hands-on, personal training for the following technologies:

• Computers: Windows-based personal computers and small networks
• Accounting Software: QuickBooks and Quicken
• General Software: Microsoft Word, Excel, Outlook, PowerPoint, Publisher, Project, Visio
• Databases: Microsoft Access, SQL, MySQL
• Web Design: Dreamweaver, Microsoft Expression, HTML, CSS, XML
• Graphics Design: Fireworks, Photoshop, Paint Shop

Please contact Tassie to arrange a personal or group training session.