A three-part plan designed to support your staff and systematize your business.
Systems and technology require quality people to bring them to life. You are assigned an account manager who is responsible to document client specific information within a client manual. The client manual becomes a resource for you and for us, and it allows for a smooth transition in the event of a change in personnel on your side or on ours.
You are provided with cloud-based accounting software, a paperless receipt and bill capture system, and an accounting file backup service. You benefit from a collaborative approach to bookkeeping, where to the extent possible, we limit your staff involvement to providing the information we need to do the heavy lifting.
A big part of financial clarity is staying up-to-date. You or your staff meet with us on a weekly basis. The weekly meeting is the best time to ask and answer questions and to address any issues in the present. When your books are up-to-date, then your financial reports may be relied upon for making important decisions.
Where you gain access to the systems and information you need to be in control of your finances.
Your services are designed to empower you around your finances.
You provide your receipts, bills, and sales invoices, and you receive your organized, reconciled books. Service includes accounting software, accounting file backup, and a dedicated bookkeeping professional.
You say goodbye to paper documents and receipts with a paperless receipt and bill capture system. You submit receipts on-the-go with your smartphone by snapping a photo or by forwarding documents from your email.
You keep track of your finances with monthly, quarterly, and year-end financial statements. Your service includes year-end 1099 preparation & year-end reporting and collaboration with your tax accountant.
Your bills are paid using an accounts payable management system, which includes owner approval controls, bill payment by check or ACH transfer, and weekly support from your bookkeeping professional.
Your sales invoices are sent and you are paid using an accounts receivable management system, which includes direct deposit to your bank account for ACH (electronic) payments.
With profit & loss information for each of your projects or clients, you may compare financial performance across your portfolio and understand which projects or clients are contributing most to your bottom line.
Key Performance Indicators that are relevant to professional services firms are tracked for you, including profitability margin, accounts receivable days, utilization rate, and backlog volume.
You want a business that is profitable and one that pays for income taxes. You accomplish this by setting aside a recommended percentage of revenue for profit, taxes, and contingencies.
You gain a clearer picture of your business performance with monthly, quarterly, and year-end analyses for revenue, profitability, cash flow, and growth.
Here is your roadmap.
You introduce us to your business, communicate your needs, and ask questions about our services.
With your permission, we review your current books and provide a quote for the services you need.
Empower your architecture or engineering firm with timely bookkeeping and financial reporting.
Telebooks Network has become an invaluable asset to our firm. Sumner has implemented time-saving and user-friendly systems that have streamlined our bookkeeping operations, made us more efficient, and increased our quality controls. Sumner’s in-depth knowledge of QuickBooks keeps our bookkeeping records organized and accurate, and our monthly reports are insightful and easy to comprehend. Sumner also took charge of compiling our year-end data for our accountants which made our tax season run smoothly and efficiently. Telebooks Network is enjoyable to work with, and we appreciate the positive attitude and willingness to take the extra step to ensure our needs are taken care of.
We specialize in cloud accounting & analysis for architecture & engineering firms in the United States.
Sumner Darling is passionate about systems. With master's degrees in engineering and business, from the University of Nebraska and the University of South Florida, respectively, Sumner brings a unique combination of knowledge and experience to architecture and engineering firms.
Mariana Darling creates a fun environment for employees to learn. With a bachelor's degree in teaching from the Universidad Nacional Autonoma de Mexico, Mariana's experience includes curriculum design and program promotion at the Instituto Politecnico Nacional in Mexico City.
For client support, or for general inquiries, please call or email us at your convenience.