Bookkeeping, Accounting, & Compliance
Here’s where the journey begins, and while it may not be the most fun, proper bookkeeping sets the stage for smart decision-making. You can rely on us to manage your company’s transactions and organize your bank and credit card accounts. We’ll also ensure the tax man is satisfied by taking care of your year-end financial statements. We’ve added a clever touch to the process so you’ll never have to tackle a mountain of paperwork.
Standard Package
- Properly categorizing transactions for transaction integrity
- Reconciling bank accounts and credit card accounts
- Maintaining client budgets for reporting budgets to actuals
- Maintaining the chart of accounts
- Preparing journal entries
- Reconciling with revenue tracking software
- Monthly financial reports
- Income statements/Statement of Activities
- Statement of Financial Position/Balance Sheet
- Cash Flow Statement
- Budget vs Actual Statements
Premier Package
Everything in the Basic Package, plus
- Vendor management
- Bill Pay integration
- Reimbursement management integration
- Expense and spend management integration
- Budget setup and continuation
- Reporting on all areas
Virtual CFO Services
We can translate the story of your business into numbers by assisting with budget preparation and cashflow forecasting. Additionally, we’ll conduct a thorough examination of your finances, including variance analysis. We can also help you calculate various KPIs to propel your business forward, and if you need to present to investors or report to the board, we can assist in creating these types of report packs.
Standard Package
- Budget planning and management
- Cashflow forecasting
- Risk Management and Compliance Reviews
- Fiscal compliance
- Review and management of financial activities
- Capital Campaigns and New Market Tax Credits Advisory
- Staffing structure and analysis
- Financial Planning
- Investment management
- Donor management
- Ad Hoc Reporting and Presentations
Keep It Simple Service
Simplified Bookkeeping for small businesses and solopreneurs. Flat priced, streamlined, and no nonsense.
How It Works
Send us your bank statements or we can download them in our automated system
We handle your bookkeeping in QuickBooks and provide you with access to our client portal, making it easy for you to review your transactions.
We work with you to create the financial reports you want to see, and how you want to see them. We deliver them regularly to make it easy for you to keep track of your business.
Why companies like yours choose MinterRing
01.
Automated and paperless
Say goodbye to filing folders, cabinets, and shoeboxes. Our team of virtual accountants utilizes intelligent technology to automate aspects of the accounting process, resulting in a completely paperless system. This translates to less effort, reduced waste, and a smaller environmental footprint.
02.
Fixed pricing
We prioritize quality over the number of hours spent on a deliverable. As a result, you pay for the outcome, not for time spent.
03.
Dedicated accountants and bookkeepers
Your main focus should be on growing your business, it’s as simple as that. Our focus is your success, which means we’re committed to being accessible and responsive. Ensuring a prompt response to any accounting or tax queries is a top priority for us.
04.
Accounting without the hassle
Is that even possible? You bet! Our approach combines state-of-the-art technology with industry expertise, allowing us to eliminate all the complicated, sluggish aspects of traditional accounting.
05.
Global outreach
Dreaming big for the future of your business? MinterRing can offer you and your business the expertise needed to expand and thrive, not only locally, but globally.
06.
One for all
Maximize efficiency – keep all your accounting, payroll, and tax needs under one roof
07.
Industry focused
Limiting the industries we specialize in enables us to maintain a clear focus and a high level of expertise, ensuring that we have the knowledge and skills to help you scale your business.
Get Started
Let's start a conversation
Just fill out a simple online questionnaire and we’ll set up a Zoom call. This way, we can learn more about your business and see if we’re a great match!
We'll show you the way
If we decide to work together after our discovery call, we’ll schedule a second free call to guide you through our process, introduce you to the apps we use, and tailor a plan to meet your company’s current and future needs.
Kicking it all off
Beginning the onboarding process might seem a bit daunting, but fear not – we’ll take care of everything from A to Z. We’ll introduce you to your new team of dedicated accountants, provide a quick refresher on how the process works and how to utilize the various technologies. This is where the real excitement begins: we’ll start managing your day-to-day accounting so you can concentrate on growing your business.
Check ups
We are committed to constantly refining our process to best serve your company’s needs. In the initial months, we’ll keep in close touch to ensure you feel completely at ease with the new setup, and we’ll make any adjustments needed to ensure maximum efficiency and effectiveness.
Contact Us
Simplify your business management with MinterRing. From virtual CFO support to seamless technology integration, we provide comprehensive services tailored to your needs, all in one place. Choose your package for continuous access and let us guide you toward financial well-being.