Workflow Advisory

Ready to take it a step further? We will identify and document your financial workflows and create a written manual listing all financial processes required for successful financial management of your business.

Ensure the success of your team by providing a “book of answers”.
We list, step-by-step, all tasks that are part of your accounting process, which includes accounts receivable, accounts payable, reconciliations, month-end as well as financial construction management functions such as budgeting and reporting.
We not only provide manuals related to working in QuickBooks Online but also include working with your construction project management software.

Get Started Now

Fill out the form below and someone from our team will reach out to you soon
  • This field is for validation purposes and should be left unchanged.
testominial-ing

24hr Bookkeeper has helped our business tremendously. They have not only allowed us to know how profitable we are on past projects, but have also provided a realtime snapshot of where we stand financially as a company and in each individual project. This has helped our banking relationships, billing, ability to make quicker decisions, and plan ahead. Highly recommend them!

Antonio Francis, Francis Development
testominial-ing

Karine and her team are one of the few true home building experts in the bookkeeping world. While many talk the talk, they are the only I’ve found that have a true mastery of the space.

Jared Gossett, Gossett and Company LLC
testominial-ing

24hr Bookkeeper has helped many of our clients at the Entrepreneur Fund develop meaningful financial systems. Karine’s work has been praised by the entrepreneurs we work with as being understandable, accurate and confidential. Her responsiveness and attention to detail has given me the confidence to recommend 24hr Bookkeeper to business owners at every stage of growth.

Michael L, Entrepreneur Fund

Get clarity on your systems with a customized guide book

When it comes to financial management, we tend to think it’s only ‘recording numbers’ or ‘checking reports’ but the ‘how’ you manage the books is truly the most important. When you get an invoice in the mail… what do you do? What software should you enter it in? Who in the company handles it? If you had an opportunity to get a written guide that provides answers to everyday “financial situations”, would you take it?

computer access for 24hr bookkeeper

Crafted to Evolve as your Business Grows

Once we’ve provided you with a final written document and your project is complete, you can continue to customize the document. This means that if you’ve implemented the changes but found out that a different person in the company should be the one doing a specific task, you can update the document to reflect the change. You might also find out that you want to add additional functions to the document and make it a global company manual - you can do that as well. Because we give you this document in a Microsoft Word format, you can continue to add changes to the workflow or update the information as necessary if an employee leaves or functionality is improved.

Grow your team efficiently

This workflow manual would also come in handy if you hire new employees and can improve the training process by having a complete document explaining what tasks and functions they need to perform. Since nobody likes to feel lost at work, having guidelines of best practices will help grow and retain your team.

Specific Services

• Workflow Creation
• Step-by-Step Manuals

Frequently Asked Questions

We have several ways we collect information from clients ranging from online shared file folders, docs scanned to email, online fetching software or client provided credentials to online portals. We evaluate the best and easiest option for each client and are not specific to one over another.
We’ll update as far back as you need, even if you want to address a period that has already been filed with the IRS. We will also update individual project financials from the first day the project started. No project is too overwhelming no matter how in-depth the financials may be or how far back they go.
We will update company financials and project financials in both QuickBooks Online and your construction software. We update all project financials for accurate job costing and all company related financial related to overhead and projects.
There is never a good time to “stop the train” but we help create a reasonable timeline to implement new software and processes throughout the entire company, avoiding interference with daily operations and allows for a smooth transition.
We train using screen sharing software. We avoid being cramped into a small space and work directly on our client’s computers as if we were side by side. We can also toggle back from our screens to our client's screens, which satisfies both training and the review of all financial information with our clients.
We support all 3rd party construction software that integrate with QuickBooks. Examples include BuilderTrend, CoConstruct, RedTeam Software, simPRO and Knowify.