What are Advisory Services all About?

Before getting into what advisory services are all about, and discussing my new and exciting role with Sound Business Services (SBS), I first want to introduce myself. I’m Becca Paradis and the lead on advisory services at SBS. For more than a decade, I’ve been honing my skills in reporting, annual budgeting and planning, and data evaluation. I’ve worked in many big corporations that invest in technology and analytics at a rapid pace. They’ve employed teams of financial and marketing analysts to develop data-driven strategies to grow their businesses.

These experiences led me to my current role with SBS, and I hope you are as excited as I am about the launch of SBS advisory services! I started partnering with Jonathan Bill on this idea in January, and we’ve been hard at work putting together a selection of packages to serve all types of businesses and budgets. The main goal of the new advisory arm of SBS is to provide financial analytics services to businesses that want to operate in a more strategic way, but don’t have access to dedicated analytics resources in-house. It’s difficult enough to compete in this data-driven era; don’t let a lack of resources or number crunching set you back!

“The main goal of the new advisory arm of SBS is to provide financial analytics services to businesses that want to operate in a more strategic way, but don’t have access to dedicated analytics resources in-house.”

All of the advisory packages available provide a suite of financial reports and access to a business advisor. The reports included are designed to provide insights and knowledge about your business. You will have all the detailed financial information you need at your fingertips, and it will be timely, easy to read and beautiful, too!  

As your trusted advisor, we will hold recurring meetings with you to get to know and understand your business, and start planning for the future. Speaking of the future, the higher level plans help you dream big and start down the path toward realizing the potential you see in your business. These packages include annual business planning and budgeting support.

During the budget and planning process, we will work as a team to define clear growth goals and a strategic plan. You will receive reports tracking your performance to those goals and we will have meetings throughout the year to check in on progress. All businesses need to be operating with their future in mind, and SBS’s advisory service can help you get there. 

Sounds pretty great, right? I hope that if you weren’t excited before, you are now! Please reach out to us today to explore each package and select the one that is right for you and your business. It’s never too soon to begin a data-driven journey to achieve business success.

Editor’s note: This article was written by Becca Paradis, who previously worked with Sound Business Services to build our advisory services practice. Becca is a lifelong Atlanta native who grew up in Clayton County. She completed her undergraduate degree in mathematics from Kennesaw State University and went on to get a master’s in statistics from Georgia State University. Her first couple of jobs in the workforce as an analyst showed her the power of data-driven strategy. It’s this background that started her on the path that led to using her skills to support independent businesses and their growth objectives. She currently lives in Roswell with her family, a supportive husband and two young children. In her spare time, she loves to hike with her family, go to the movies and bake delicious desserts.

A Pair of Powerful Payment Features in QuickBooks Online

If you’ve kept up with our blogs (thank you!), you’ve seen my passion for QuickBooks Online (QBO). Already equipped with powerful tools and resources to make your lives easier and your businesses flourish, QBO truly goes to the next level in delivering the customer experience you ask for and deserve.

Intuit makes sure to listen to your feedback and constantly update QBO with new features to drive growth. Going the extra mile is something Sound Business Services (SBS) strives to do every day, so we very much admire Intuit’s commitment to their customers. It’s when you combine these new features with SBS’s knowledge and expertise that you get a recipe for success.

The latest batch of new QBO features brings a pair of payment enhancements to the forefront. Here are those features, and of course, SBS can help you implement them into your workflow.

Next-Day Deposits to Ignite Cash Flow

As a small business owner, cash is king. Nothing is worse than knowing you have been paid, but not having the actual cash on hand when you need it. That’s a thing of the past with next-day deposits inside QBO Payments.

Whether you are already on QBO, or ready to make the leap and join, all QBO Payments customers will receive debit and credit card deposits into their bank account the very next business day. This not only keeps your business afloat, but also allows you to have the cash flow you need to grow your business.

On top of that, you’ll be able to allow for next-day deposits on bank transfers – just weeks after signing up.  

Taking the Stress out of Sales Tax

Calculating sales tax can be a head-scratcher, stressful and a time suck. But, thanks to the new auto-calculated sales tax feature in QBO, you no longer have to worry about this dilemma.

Intuit has you covered, tracking thousands of sales tax laws to deliver you the correct sales tax amount on your invoices every time. The photo below provides an example of how QBO calculates tax rate, based on location.

More good news for Georgia residents! The new feature also lets you e-file and pay your taxes through QuickBooks. See below for an example, and know that SBS will help you through this process. 

Ready to Capitalize on These Payment Features or Have any Questions? We’re here to help!

While these new and exciting features provide solutions to your payment needs, our help and expertise is crucial for not only implementing them, but also being there every step of the way to transform your business. If you’re ready to add these to your QBO arsenal, or still haven’t made the jump to QBO, contact us today. You’ll be on your way to small business success and long-term growth.

(Images courtesy of Intuit QuickBooks)