

WHY & HOW
WHY BOTTOMLINE SOLUTIONS?
Practical Experience. Straightforward Help.
Small-business bookkeeping doesn't always become messy because someone did something wrong.
Sometimes the business simply grew.
Systems that worked when the company was small didn't grow with it.
Responsibilities changed. Employees came and went.
QuickBooks was set up one way and then used another.
Bottom Line Solutions approaches those situations without judgment.
We focus on answering three questions:
Where are you now?
What needs attention?
What's the best way forward?
HOW IT WORKS
A Practical Approach to
Getting Your Books Back Under Control
1. Start With a Conversation
Tell us what's happening. Maybe you've fallen behind. Maybe you've changed bookkeepers. Maybe your CPA found problems. Or maybe everything appears to be working—but you simply aren't confident the numbers are right.
2. Review
We'll review the areas relevant to your situation and identify apparent problems, inconsistencies, and process weaknesses.
For many businesses, the Business Books & Back-Office Review is the best place to begin.
3. Prioritize
Not every problem needs to be fixed at once.
We'll help separate urgent issues from items that can be addressed later and identify anything that should be discussed with your CPA or another professional.
4. Clean Up
If you would like Bottom Line Solutions to make the recommended bookkeeping corrections, we'll provide a separate scope and price for the cleanup work.
You decide how much help you want.
5. Build Better Systems
Once the books are under control, we can help improve the processes that keep them that way.
The goal isn't just cleaner QuickBooks.
It's a better financial back office.

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