Do you need to enter a backlog of history into an accounting program?
If you want to get setup in a efficient, intuitive program but are behind and need to have prior months of information brought in, then this is the right package for you.
Forget the Overwhelm & Get the Complete Accounting Setup!
- Xero Accounting Software - don't worry, we'll set it up for you & it's cloud based, so you can access it anywhere, anytime. Their monthly fee is not included in our service. The standard package is regularly $30 per month (worth every penny and more for the comfort of having numbers in order and less than one good meal out!). As the advisor on your Xero account, we will provide 60 Days of Xero for Free + pass on 15% savings each month to bring down your monthly fee to $25.50
- This service is offered only to jewelry designers / jewelers whose business does not exceed 5 people, contract workers not included.
- A maximum of 500 transactions each month or up to 6,000 per year.
Do you have more transactions and/or more employees? Step up to our next level of service by emailing firstname.lastname@example.org for a customized package to meet your needs.
What you get in:
- Save Money and Time on your Sales Taxes: They will be calculated automatically, so you know what you owe without extra work, and you won't be late paying it.
- Save Money and Time on your Income Taxes: Your transactions will be categorized in accordance with federal guidelines, so you can itemize your deductions for greater savings.
- Save Money and Time for the Life of your Business: This system will last the life of your business and while there is a monthly fee (standard is $30 per month), the ease-of-use, convenience, and added automation will make the fee seem like nothing. You'll save so much time, you'll wish you would have started a long time ago. Often, one meal out costs more than this, and the rewards for this are lasting. Plus, Xero is the future of accounting.
- Complete setup of proper settings within the system
- Adding all of the correct Accounts to track your business' income and expenses, assets and liabilities. Customized Chart of Accounts included!
- Entering all of your Items (Products & Services) - what you buy and what you sell
- Connecting all of your products and services to the correct accounts.
- Training in how to use the system correctly and when to do what.
- Guidance on your first transactions, so you can confidently make the entries, or hire us to do the bookkeeping for you. & to get you up and running now so you don't fall further behind!
- Historical transactions up to 1 year imported, and reconciled. We may need your help on some of these to make sure they are allocated to the correct accounts, but we'll ask you as needed.
- Reports to understand your cash flow of what you owe and who owes you, and learn what pieces are more profitable, so you can make more of them.
Also included: Email and Phone support after the setup for one month, FREE!
How much does it cost?
The complete setup is a flat rate of $1800. This rate is based on providing 3 2-hour sessions of one-on-one high-speed training, consultation and implementation, as well as behind the scenes configuration, import and reconciliation of historical transactions. Plus, email and phone support for one month, free!
If you prefer Accounting for Jewelers take over completely and do your accounting for you, you can read more about our Bookkeeping Service here.
What this does:
By having our team completely setup your Accounting system, you are saving the costs of an accountant or bookkeeper that is not familiar with the jewelry industry. You are saving yourself time using a system that helps you automate your transactions and invoicing. You are saving money in the long run for two main reasons: on your income taxes because you'll be able to itemize your deductions and on your sales taxes because it is instantly tracked as you record transactions, so all you have to do is press a button to see what you owe.
In addition, the ability to see your numbers of how much you are making and how much you are spending is the ultimate motivator. You can't control what you don't understand, so you can't control your business if you don't know your cash flow. This is a personal one-on-one training for your accounting system and the tasks you need to do daily, weekly, monthly, quarterly and yearly.
This is geared towards creating a system that is easy to operate for you, so you'll use it, and help you easily and swiftly pay your taxes with more savings to you.