Exen consultancy

Exen & Co. provides on-site / Off site Bookkeeping and Accounting services to companies. We analyze the business in its entirety to ascertain the workflow processes to streamline the flow of information and paper; thereby, instituting a bookkeeping and accounting process that easily facilitates growth.
We specialize in QuickBooks / Sage and Tally. and provide bookkeeping setups and cleanups as well as full-charge bookkeeping services.
Our service users gain control of their books and have access to timely and accurate financial information that aids them in making better business decisions. Ultimately, our service users will gain the freedom to make better business decisions.

What We’ll Do

General Bookkeeping to include: Accounts Receivable, Bank Reconcilliation, Account Maintenance and preparation for CPA, etc. Accounts Payable on Request. Consulting Services on request to include: Strategy meetings, Budgeting, Process design and implementation, training and Lightspeed integration set up.
Through a 2-Step Process, the client will receive the following services:
Setup / Clean up
A complete cleanup and Bookkeeping system setup, encompassing the following areas:
1) Setting-up and/or cleaning-up of all existing accounts
2) Evaluating and/or modifying current systems, including filing, accounts receivable, accounts payable,checkbook ledgers, and paper flow systems to facilitate the most efficient bookkeeping and recordkeeping methods possible
3) Building a working, informative chart of accounts, acceptable to the business owner’s CPA. (Referral
services to a reputable CPA are available, if needed)
4) Managing accurate accounts receivable including follow-up calls for delinquent accounts.
5) Managing accurate accounts payable including follow-up calls for discrepancies, questions, or issues as
needed, with the goal of remaining current with vendors (not to exceed 90 days)
6) Reconciling, accurately and on a timely basis, the bank, line of credit, and credit card statements each month
7) Providing the following reports to business owner at the end of any scheduled bookkeeping session:
A/R aging, A/Paging, Cash in Bank, plus a list of any anticipated events expected before the next visit
(ex. payroll, automatic withdrawals from checking account, etc.)
8) Keeping scheduled appointments to best of his/her ability (The Exen & Co. consultant will give twentyfour
(24) hours notice of cancellation. Missed appointments will be re-scheduled within two business
days.)
Every month, you will get up to 4 Key Performance Indicators (KPI’s) to tell you how your business performed
the month before. These KPI’s will be customized for your particular business/industry. These numbers in
addition to the P&L and Balance Sheet will tell you the overall health of your business. Based on your type of business, you may see…