Ongoing Support

Continuous Financial Guidance and Support for Your Small Business

At Finely Balanced Financial Solutions, our relationship with you does not end when we deliver your monthly financials. We provide ongoing support that ensures your books stay accurate, your questions get answered, and your financial systems continue working smoothly month after month, year after year.

What Ongoing Support Means

Ongoing support is more than just technical assistance; it is a partnership. We are your financial backstop, available to address issues as they arise, provide guidance when you need it, and keep your financial operations running efficiently and accurately.

Our Comprehensive Ongoing Support Services

Responsive Communication

• Email and phone support during business hours

• Prompt responses to questions and concerns

• Proactive communication about issues we identify

• Regular check-ins to ensure your satisfaction

Transaction Support

• Guidance on how to properly record unusual transactions

• Advice on categorization of new expense types

• Assistance with handling refunds, returns, and credits

• Support for recording loans, investments, and other complex entries

QuickBooks and Software Assistance

• Help with QuickBooks questions and navigation

• Troubleshooting of software issues or errors

• Guidance on using features and generating reports

• Assistance with updates, backups, and technical problems

• Recommendations for integrations and automation tools

Account Management

• Adjustments to your chart of accounts as business needs evolve

• Addition of new customers, vendors, products, or services

• Updates to tax rates, payment terms, or account settings

• Modification of user access and permissions

Period-End Support

• Month-end and year-end closing assistance

• Review of accruals, deferrals, and adjusting entries

• Verification that all transactions are recorded before closing

• Guidance on preparing for audits or tax season

Regulatory and Compliance Guidance

• Updates on tax law changes affecting your business

• Reminders about filing deadlines and requirements

• Guidance on documentation needed for compliance

• Coordination with your tax preparer or CPA

Custom Report Creation

• Development of specialized reports for your specific needs

• Customization of standard reports for better insights

• Training on how to generate and interpret reports yourself

• Regular delivery of key reports you use for decision-making

Process Improvement

• Identification of opportunities to streamline your financial processes

• Recommendations for automation and efficiency gains

• Updates to workflows as your business grows or changes

• Implementation of best practices in financial management

Financial Questions and Guidance

• Answering questions about your financial statements

• Explaining what specific numbers mean for your business

• Providing context for trends or changes in your financials

• General guidance on financial management (not specific financial advice)

Coordination with Other Professionals

• Collaboration with your CPA during tax season

• Communication with lenders or investors when needed

• Coordination with attorneys, financial advisors, or other professionals

• Provision of requested documentation and reports

Training and Education

• Basic training on QuickBooks or accounting concepts

• Guidance on what records you need to maintain

• Education about financial best practices

• Tips for organizing receipts and documentation

Proactive Monitoring

• Regular review of your books to catch potential issues early

• Identification of unusual transactions or discrepancies

• Monitoring for duplicate entries or categorization errors

• Alerts about upcoming deadlines or obligations

Business Change Support

• Guidance when you add new products or services

• Assistance with setting up job costing or class tracking

• Support during business structure changes (sole proprietor to LLC, etc.)

• Help with accounting for new revenue streams or business models

The Value of Ongoing Support

Peace of Mind Know that help is just an email or phone call away whenever you have a question or encounter an issue.

Continuous Accuracy Regular monitoring and prompt issue resolution keep your books accurate and reliable throughout the year.

Time Savings Get quick answers instead of spending hours researching or trying to figure things out yourself.

Confidence in Your Numbers Understand what your financial data means and trust that it is correct when you need to make decisions.

Adaptability Your financial systems evolve with your business, supported by professionals who understand your unique needs.

Problem Prevention Proactive monitoring catches small issues before they become major problems or costly corrections.

Relationship Continuity Work with the same team that knows your business, your history, and your goals; no need to explain your situation repeatedly.

Strategic Advantage Benefit from our experience working with similar businesses and our knowledge of financial best practices.

How Our Ongoing Support Works

Standard Availability We're available during regular business hours via email and phone to address your questions and concerns.

Response Times

• Simple questions: Same-day response

• Complex issues: 1-2 business days for thorough investigation and response

• Urgent matters: Immediate attention based on severity

Proactive Outreach We do not wait for you to discover problems; we reach out when we identify issues that need your attention or decisions.

Regular Reviews As part of your ongoing bookkeeping service, we conduct regular reviews of your books to ensure accuracy and identify opportunities for improvement.

Documentation We maintain records of our communications, decisions made, and guidance provided for future reference.

What Ongoing Support Includes vs. Excludes

Included:

• Answering questions about your books and financial statements

• Guidance on recording transactions correctly

• Software assistance with QuickBooks or related tools

• Resolution of discrepancies or errors we identify

• Standard reports and minor customizations

• Coordination with your tax preparer for routine matters

• General financial management best practices

Not Included (Available for Additional Fee):

• Extensive historical corrections or cleanup projects

• Major QuickBooks file restructuring or conversions

• Custom programming or complex integrations

• Specific financial advice or tax planning (requires CPA or financial advisor)

• Extensive training beyond basic guidance

• Services outside the scope of your current agreement

Support as Part of Your Service Package

Ongoing support is not an add-on; it is an integral part of our bookkeeping services. When you work with Finely Balanced Financial Solutions, you gain not just a service provider, but a financial partner invested in your success.

Our commitment to you:

• We will answer your questions patiently and clearly

• We will explain financial concepts in plain language, not jargon

• We will treat your business with the same care we would treat our own

• We will be honest when something is outside our expertise and help you find the right resource

• We will continuously look for ways to improve your financial processes and results

Who Benefits from Ongoing Support?

• Business owners who need reliable answers to financial questions

• Companies that want to avoid the cost of full-time accounting staff

• Entrepreneurs who value having an expert they can consult anytime

• Growing businesses with evolving financial needs

• Companies that have experienced accounting problems in the past

• Any business owner who wants peace of mind about their financials

Your Financial Success Is Our Priority

At Finely Balanced Financial Solutions, we measure our success by your success. Our ongoing support ensures you are never alone in managing your business finances; you have experienced professionals in your corner, ready to help whenever you need us.

Ready for reliable, ongoing financial support?

Contact us today to learn how our comprehensive support services can give you confidence, save you time, and ensure your financial systems continue working perfectly as your business grows and evolves.