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Quickly drive clicks-and-mortar catalysts for change
  • Basic
  • Standard Compliant Channels
  • $50
  • Completely synergize resource taxing relationships via premier market
  • 1 GB of space
  • Support at $25/hour
  • Sign Up
  • Premium
  • Standard Compliant Channels
  • $100
  • Completely synergize resource taxing relationships via premier market
  • 10 GB of space
  • Support at $15/hour
  • Sign Up
  • Platinum
  • Standard Compliant Channels
  • $250
  • Completely synergize resource taxing relationships via premier market
  • 30 GB of space
  • Support at $5/hour
  • Sign Up

BPI provides timely, accurate recordkeeping for Sales and A/R, Expenses and A/P, Purchase Orders, Inventory, Job Costing, and Grants.

Sales and Accounts ReceivableBPI offers full-service bookkeeping

  • Enter daily sales transactions 
  • Separate out sales for related products and services 
  • Prepare invoices and billing statements for customers 
  • Post A/R receipts
  • Record deposits 
  • Track A/R including aging

Expenses and Accounts Payable

  • Enter invoices from vendors and suppliers
  • Reconcile invoices to statements
  • Pay monthly recurring invoices
  • Enter manual checks written by client
  • Maintain prepaid-expense schedules
  • Post monthly expense accrual entries
  • Prepare and pay monthly sales tax
  • Make payments to vendors
  • Track A/P including aging
  • 1099 forms to vendors and independent contractors

Purchase Orders

  • Set up purchase order system in QuickBooks or similar software
  • Prepare and maintain purchase orders
  • Match invoices to POs

Inventory Management

  • Set up inventory systems in QuickBooks or similar software
  • Input daily purchase transactions
  • Release inventory when sales are recorded
Our accountants are great communicators—they explain things in a way that normal people can understand!

Job Costing

  • Set up and maintain job costing systems in QuickBooks or similar software
  • Prepare job costing as “percent complete” or “completed contracts” method

Grant Management

  • Set up and maintain federal, state, and private grants
  • Track grant inflows and outflows based on budgets
  • Prepare grant reports
  • See also: Grant Management for Charter Schools and Public Schools

Reports

  • Determine client’s needs for summary or detailed reporting
  • Set up Memorized Reports for categories such as purchasing, inventory, job costing, sales, and expenses
  • See also: Financial Statements

 

info icon 32ySee also:  Budgeting and Forecasting; Payroll and Retirement; Financial Statements.