Success Stories

Earth Bar

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Earth Bar http://earthbar.com/
Kindly referred to QBpro Consulting by a regional CPA firm partner providing professional services to other QBpro Consulting clients.

The Need

Earth Bar was using a local tax service to manage its accounting and provide payroll and accounting services. The tax service provided limited financial reporting via email, usually 30-45 days after period end.

Earth Bar is growing quickly and the CFO needed more and more real time information about operations of its numerous locations. Accounting provider unable to provide timely service, especially during the tax season.

The Solution Delivered by QBpro Consulting

We migrated the Earth Bar QuickBooks Enterprise accounting data to the QBpro Consulting virtual server powered by Cloud9 Real Time in San Diego. We resourced Earth Bar with sufficient users to meet their current needs with the understanding additional users can be added within 2 business days. The virtual server allows all users anytime, anywhere access to the QuickBooks Enterprise accounting system. Further, all company accounting data is professional managed and secured on a Cloud9 high speed web server in a leading, colocation data center.

We introduced and implemented the Bill.com web application for Earth Bar’s accounts payable processing. Earth Bar processes and pays many, many bills per week. An out of state, Earth Bar staff member processes all vendor transactions into Bill.com, the accounting group in Orange County, CA approves and pays all bills electronically using Bill.com integrated with QuickBooks.

The QuickBooks Data Review and Update Solution

Immediately after moving Earth Bar’s accounting data to our server, we did a thorough pro-advisor review of the data and recommended changes to the CFO to improve the accounting record and workflow. This project included importing a new vendor list, modification to the chart of accounts, integration to Bill.com, setup financial and other reports and more.

Virtual Controllership Solution

We provide the CFO with a dedicated QBpro controller to handle all accounting functions including cash management and control, payroll processing for all locations, posting all sales and other location transactions from the POS systems, manage the Bill.com AP integration, and all other accounting and reporting services as requested delivered real time and on demand. The QBpro controller has access to the group for technical accounting and technology support as needed to provide the very best service to our client.


TC Enterprises Inc (TCE)

The client is a general contractor in Southern California. The company was a startup that was self-financed and with a business plan depending upon profitable job growth to fund future operations. Therefore, maintaining a very low overhead factor was critical to financial success.

The Request

TCE came to QBpro Consulting to setup its accounting and information systems and to provide virtual accounting support. Given their limited overhead budget, they wanted to take maximum advantage of technology and outsourcing.

QBpro Consulting accepted the engagement because of existing relationship with client management.QBpro Consulting has extensive construction accounting technology experience and could use that experience to fast track the implementation project.

Technology Solutions

We implemented QuickBooks Enterprise for Contractors hosted on our virtual server with the Intuit certified company Cloud9 Real Time in San Diego. We resourced TCE with one client user in addition to our existing admin access to all client accounting records Virtual servers allows all users anytime, anywhere access to the QuickBooks Enterprise accounting system. Further, all client accounting data is professionally managed and secured on a Cloud9 high speed web server in a leading, colocation data center.

We chose Intuit Payroll for payroll processing due to its ability to fully burden jobs with payroll, payroll tax and worker compensation costs. Although time reporting was manual initially, future plans called for the introduction of the TSheets application.

We went paperless as part of the virtual controllership using the built in edashboard document system developed by Cloud9 Real Time. There is no additional cost for this technology and it provides an excellent workflow management system to further reduce ongoing admin cost.

We introduced and implemented the Bill.comweb application for TCE’s accounts payable processing. Bills entered through Bill.com can be job costed for job management reporting. The virtual accounting team processes all vendor transactions into Bill.com. The virtual controller approves all bills and client management pays bills electronically using Bill.com integrated with QuickBooks.

We introduced and implemented the Concur expense management application in order to process in field purchases as well as sales and other admin expenses. Concur allows users to take pictures of receipts, to code the expense appropriately, including job coding, and to submit expense reports virtually. The expense reports, once approved, are uploading into QuickBooks for the accounting update and payment.

Virtual Controllership Solution

TCE requested QBpro Consulting’s Cloud Accounting and Virtual Services (QBpro) support in updating and maintaining the accounting record. QBpro provides TCE with a dedicated QBpro controller to handle all accounting functions including cash updates and reporting, payroll processing, accounts payable and accounts receivable updates and reporting, job reporting, managing the Bill.com and Concur integrations, and all other accounting and reporting services as requested delivered real time and on demand. The QBpro controller has access to the QBpro team for technical accounting and technology support as needed to provide the very best service to our client.

Save

QB Pro Consulting is a very competent and smart accounting alternative to an in-house department. We’ve partnered with QB Pro for almost 2 years now. We’ve been very pleased as our accounting & payroll services have been expertly managed by them. They are on the cutting edge of technology. Our accounting is on the Cloud, available to us anywhere in the world at any time. Rick and his team have always been very accessible and knowledgeable when needed. I highly recommend their services. You won’t be disappointed.

Tim Cox

President

TC Enterprises, Inc.

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