Running a small business means wearing many hats. Most small business owners are truly CEO’s—Chief Everything Officer’s. When you start a business, your focus is on developing your product or service and that’s where your passion lies. You may not be qualified to handle the financial oversight needed to, not only manage the day-to-day cash management, but also to forecast into the future, set up and oversee a budget, analyze the finances, read and utilize KPI’s (Key Performance Indicators) or perform strategic business planning. Here at Sherrington Financial Fitness we go beyond basic reporting. We know keeping accurate books is paramount to your success, but it’s even more important to become proactive and utilize the information to drive your business where you want it to go.
We work with you to determine what your business goals are and how to get you there. Let us help you out with strategic business planning, budgeting and forecasting, cash flow management, or whatever it is that you need to drive your business where you want it to go.
Conversions to Quickbooks Online
As the world moves to the “cloud”, it’s important to keep your financials records as safe as possible and you may think that means having it on your own personal computer, but in fact, that’s not true. Data stored in the cloud is encrypted for safety and backed up on large servers. In fact, Intuit, maker of QuickBooks, has bank level security. Information on your own personal computer is subject to data damage, hacks, physical damage to your computer and any number of possible problems. Not to mention the constant updates required to keep up with the changes in technology.
We have worked on QuickBooks desktop for many, many years and know that it is a great program. However, QuickBooks Online is an amazing product that is more efficient and easy to use. In fact, the more we work on it, the more we like it!
It is constantly being updated and improved and you never have to update your software. So easy and safe. We are true converts and are experts in converting your data from QB desktop to QBO. Let Sherrington Financial Fitness help make the transition as painless as possible for you. We’ll even show you how to do the parts that make sense for you to handle and then, we can handle the complicated parts, so you can sleep well knowing your financial records are up-to-date and clean.
Bookkeeping & Clean-up Projects
Many small businesses handle their own bookkeeping when they first start, or perhaps they have a friend or family member help them out. These can all be great ways to start out as long as the person handling the bookkeeping is well versed in how to do so. Unfortunately, too many times, the competency just isn’t as good as it needs to be, and the accounting ends up messed up. Or, as frequently happens, it’s just too much to keep up with on a routine basis. Sherrington Financial Fitness is the perfect solution, whether you’re ready to free up time so you can focus on growing your business, or because the books are clearly not set up correctly or have become a mess.
We special in cleaning up your QuickBooks file, then working with you to oversee your accounting on a monthly basis. We can also set-up in house systems and procedures to be sure everything runs smoothly. Let’s talk and figure out what you need and how Sherrington Financial Fitness can help.
Owner, Local Company
Owner, Dubost Winery
David A. Thompson PhD
Emeritus Professor, Stanford University