OUR SERVICES

MANAGING THE FINANCIAL ASPECTS OF YOUR COMPANY CAN BE STRESS-INDUCING, TIME-CONSUMING, BRAIN-MELTING BUSINESS — BUT IT DOESN’T HAVE TO BE.

There are many phases to this money-managing mania. There are the beginner business owners who don’t even know where to start. The “on-their-way” owners who are flying by the seat of their pants and just hoping they’re doing it right. And there are the established pros who want to take their business growth to the next level.

No matter where you are in your business, Beam Financial Group can help.

It’s time to reduce your stress by working with a valued partner who can empower you to take control of your business finances, confidently make educated decisions, and ultimately grow your business.

Scroll through to learn more about all our services, or click one of the buttons below to jump directly to what your business needs most.

 

NEW BUSINESS OWNERS

ESTABLISHED BUSINESS OWNERS

 
 

QUICKBOOKS ONLINE QUICKSTART

GUIDED QUICKBOOKS SETUP & TRAINING

Streamline your businesses books, keep track of your spending and make DIY Bookkeeping a breeze without having to muddle through new accounting software alone.

Our QuickBooks Online (QBO) Quickstart combines CPA insight with expertise from an Advanced QuickBooks Online ProAdvisor to provide you with detailed QBO trainings customized to your business’s needs.

If you’re overwhelmed at the thought of getting your books online, our QBO Quickstart is here to help!

Package includes:

  • A recommendation of the best QuickBooks Online version for your business as well as initial setup completed by one of our CPAs. 

  • 2 x 1-hour training sessions with one of our CPAs to walk you through the basics of QuickBooks Online. We will show you how to navigate the software, what processes need to be completed monthly, and how to run monthly reports — customized to the needs of your business.

  • Access to our QuickBooks Online Basics course. Refer to our library of 50+ screencasts when new bookkeeping issues arise or to refresh your memory if you have forgotten how to do something. 

  • Email support for 1 month following your sessions. 

BEST FOR: Early-stage business owners, DIY bookkeepers, anyone just getting started with QuickBooks Online.

Package price: $1,295

QUICKBOOKS ONLINE TRAINING COURSES

A SUITE OF COURSES FOR THE ENTERPRISING ENTREPRENEUR

In the early days of entrepreneurship, you are handling everything yourself, and, for most, finding affordable support and easy-to-follow instructions on how to organize and manage your finances is the hardest part.

Avoidance is natural. Anxiety is common. Don’t fret! Budget-friendly clarity surrounding your finances is also within reach. 

Our suite of courses is designed to put the power back in your hands. No fluff, no complicated jargon, just straightforward guidance and step-by-step instructions tailored to small businesses like yours.

BEST FOR: Early-stage business owners on a budget, DIY bookkeepers, anyone looking for a user-friendly reference library for navigating QuickBooks Online.

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BOOKKEEPING REBOOT

GUIDED REVIEW TO HELP TUNE-UP YOUR BOOKS

Get comfortable with the state of your business’s books before tax time.

Our Bookkeeping Reboot offers a comprehensive review of the current state of your books so that we can provide you with recommendations for changes and improvements you may need to make to ensure tax time is as seamless as possible. 

If you aren’t sure that your business’s books are in the best shape (or you know they aren’t and you could use some help), our Bookkeeping Reboot will give you the guidance you need to get on track. That way you can confidently DIY your cleanups, without the hefty price tag of hiring a whole firm.

Package includes:

  • A deep dive into your current reports in order to make recommendations as to corrections, process improvements, and report optimizations.

  • A 1-hour consulting session to review our findings with you. We also share information regarding best practices for your ongoing bookkeeping and may troubleshoot software and app issues with you.

  • 1 month of email support to assist you as you implement the recommended changes. 

BEST FOR: DIY bookkeepers looking for guidance and reassurance their books are on track for a seamless tax season.

Package price: $995

forecasting bootcamp

A CUSTOMIZED FINANCIAL FORECAST

Bookkeeping is only one piece of the financial management puzzle. Although analyzing historical data to understand what has happened in your business is important, it is also very helpful to create a data-informed plan for where you want to go.

A financial forecast can help you understand your path to profitability (or increased profitability) and growth. It’s an essential tool for securing loans and financing and it can assist in answering some of the difficult questions that may arise in your business such as:

  • Should I hire new employees? 

  • Can I offer benefits to my employees?

  • Are my prices high enough?

  • Will I be profitable a year from now?

In our Forecasting Bootcamp, we offer one-on-one sessions paired with our customized approach to forecast-building to get you on the path to making informed, data-driven decisions regarding your business.

BEST FOR: Established business owners ready to be proactive about their financial planning or new business owners who want to feel confident about the financial health and sustainability of their business. Also helpful for those looking to secure loans or financing.

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