Bookkeeping and Accounting Solutions
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Your Source for
Accounting and
Data Solutions

Let us help you manage your numbers so you can better manage your business.

QuickBooks Setup, Installation and Training

Integration of QuickBooks with Other Business Software

Financial Reporting and Analysis

Fully Outsourced Accounting and Data Services

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01.
Accurate Numbers for Busy
Business Owners
As a small business owner, you wear many hats that of a visionary, CFO, IT support, salesperson, employer and office manager. You may find yourself too busy running your business to devote the necessary attention to ensure that your books are accurate. Especially when it comes time to file taxes. At Managing Your Numbers, we not only ensure that your numbers are accurate but will help make your entire back office more efficient. For instance, by connecting your accounting functions to applicable ecommerce software, payroll systems and/ or inventory systems. We can also provide financial analysis of your numbers so you can manage your business more profitably.
02.
Certified Advisors
Managing Your Numbers provides bookkeeping and accounting solutions and data analysis for small to medium sized businesses utilizing QuickBooks software. As Certified QuickBooks Pro Advisors we can help businesses navigate through their accounting processes and save them money.
03.
Outsource Your Bookkeeping
Instead of handling the bookkeeping or learning QuickBooks on your own… and hoping that your numbers make sense at year-end, we offer the option to outsource all of your bookkeeping to us at a fraction of your CPA’s rate or FTE cost. As certified Pro Advisors for both QuickBooks Desktop and QuickBooks Online, we don’t prepare tax returns but our company will get your financial reporting and books in order to facilitate tax preparation. We work in conjunction with your CPA or tax preparer to get the books ready and expertly field their questions. Beyond these essential tax-related tasks, we leverage our working familiarity with your books, smart integrations and our small to mid-size business expertise to help you further into your operational and financial goals.

About Us

Mission
Managing Your Numbers is an accounting firm whose mission is to provide bookkeeping and accounting solutions, data analysis and consulting for small to medium size businesses. We utilize our comprehensive knowledge or QuickBooks software and back office operations to position business owners to improve their financial performance and optimize their business efficiencies.
Leadership
Manage Your Numbers is led by Randy Berger, a certified QuickBooks Pro Advisor with over twenty years of analytical and system integration experience across several industries. With an MBA from Indiana University and a Bachelor of Arts from the University of Michigan, Randy brings his solid business background in the Financial Services and Real Estate industries to every engagement. Unlike many other bookkeepers and accountants he has first-hand experience running a small-medium sized business like yours. He has the expertise to help clients integrate QuickBooks with ecommerce platforms such as Shopify and Amazon, Inventory and Point of Sale Systems. In addition, he’s worked with several clients on buy/sell valuations.

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Services

QuickBooks Services

Training and Support

We can teach your staff either in a one-on-one approach or in a small group session how to properly use QuickBooks and how to organize a schedule to handle your Accounting and Bookkeeping process.

We can provide ongoing support on a weekly, monthly or quarterly basis to make sure that your files and numbers are in order to prevent chaos at year-end or at tax-time.

We will work with and closely coordinate with your existing Accountant or Tax Preparer to guarantee that tax filing is a smooth and seamless process.

We can work with you onsite at your business or from our office whichever is more convenient or economical. This applies to working with either QuickBooks Desktop or QuickBooks Online.

Cleanup and Troubleshooting

If you have not updated your books in months, lost your data or are unclear how to sort everything out, we can get your numbers back in line.

We will update your data for all of your asset and liability accounts and reconcile your bank and credit card accounts. Once your numbers are in order and up to date we can set up a process to maintain your company data on a weekly, monthly quarterly or annual basis as well.

Additionally, we can guide you through the process of archiving old data in order to improve performance and speed of your QuickBooks program. Finally, we can seamlessly convert your QB Desktop company file to QuickBooks Online.

Financial Reporting and Data Analysis

With several years of financial analysis experience, we have the expertise to interpret your financial reports and your data to make sure that the numbers on your reports are precise so that you can make the right business decisions. We can help prepare Financial Statements

such as Profit and Loss Statements, Balance Sheets, A/R and A/P Aging Reports, Budget Analysis and Cash Flow Statements. We will locate data entry errors and data file setup mistakes that can lead to faulty reporting.

Having this solid foundation and a trusted advisor also allows you to be more confident when more complex scenarios arise such as loan consolidation, equity or partnership valuations or business buy/sell.

The following is a list of some of the Data Analysis tasks we can perform for you:

Monthly or Quarterly Budgeting & Forecasting

Chart of Accounts Setup

Item list contacts

Use of Class Tracking, Timesheets and Estimates

Accuracy of posting procedures

Job Costing

Spend Management

Bookkeeping and Accounting Services

Managing Your Numbers offers a turn-key bookkeeping and accounting service. We will work with your CPA to be sure that your numbers are accurate so that you can spend more time managing your business and not your numbers.

The following is a list of some of the Bookkeeping tasks we can perform for you:

Data Input

Bank Reconciliation

Accounts Receivable and Accounts Payable

Inventory Management

Customized Financial Reports

Integration with other Back Office Software including Payroll

Integration with ecommerce platforms such as Shopify and Amazon, Inventory and Point of Sale Systems

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