Overwhelmed at the Thought of
Organizing Your Finances?
Alternative Financial Services makes
the process painless and easy

Working with Alternative Financial Services is easy, straightforward and completely non-threatening. For many, it's actually a time of great relief as they unburden themselves of financial chaos and commit to getting organized.

Complimentary Consultation
It all begins with a no-cost, hour-long consultation (which doesn't obligate you to contract our business or personal financial-organizing services). During this session, we'll evaluate your current processes, issues, challenges and frustrations and discover where you'd like to see improvement. From there—-if you decide to move forward—we'll customize an effective, realistic game plan that will quickly get you back on track.

Taxing Questions
Next, we'll discuss tax-related procedures and obligations, which—while critically important—are usually the bane of the small-business owner's existence. Some of the topics/questions we'll cover are:

• Sales tax. Do you provide a taxable service or sell taxable goods? (Many industries became newly taxable on October 1, 2006.) How often are you required to remit your taxes (monthly or quarterly)? Are your online tax payments and reports being paid and filed in a timely manner?
• Payroll. Do you have employees? How do you process payroll—on your own, or do you use a third party processor? How often are you required to remit payroll taxes? Who prepares the quarterly tax returns? Who processes the payments?
• Corporate business taxes. If you are an incorporated entity, do you make estimated payments throughout the year? In what amount? In 2006, New Jersey implemented a sliding scale of minimum corporate business tax so it's more important than ever to be aware of your liability and plan for its payment.
• Limited liability companies (LLCs) or sole proprietors. Are you able to confidently project your taxable net income for the year? Do you make estimated quarterly tax payments toward your annual tax burden?

We'll also work closely with your accountant to appropriately address these issues. Please note, we do not take the place of your CPA; rather, we join the team of professionals who strive to protect your financial interests.

Let's Get Organized
Next, we'll discuss the best way to get your finances organized. We at AFS work exclusively with Intuit's financial software products, and each of our associates is a certified QuickBooks ProAdvisor®. For more details on owner Lisa Corcoran's certifications, view her bio on About Us.

Not Using QuickBooks?
If you're not currently set up for QuickBooks®, we'll choose the version that best meets your needs, budget and computer system. PC-based systems can use Pro, Premier, Online or Enterprise Solutions, while Macs use the Pro for Mac version. Once we install the appropriate software, we'll create a chart of accounts that's customized specifically for you and your business.

Retailers can use the integrated benefits of QuickBooks® financial software and Point of Sale (POS), which manages both inventory and customer transactions. We'll integrate the programs to exchange data and ultimately provide a complete suite of financial and inventory reporting.

If You're a QuickBooks User…
Currently using QuickBooks®? If so, we'll evaluate whether your version needs upgrading and/or updating. Then we'll clean up your data file and address whatever challenges or questions you may have with the program.

We Support You
After QuickBooks® is up, organized and running smoothly, we provide the level of support, training and maintenance you request. Our level of client involvement varies according to your needs. Some sample scenarios:

• We spend a few hours with you—or work independently in your office—every two to three weeks
• We see you once a month for three to five hours
• We maintain your QuickBooks® file remotely, using one of many available technologies (QuickBooks® Online edition, GoToMyPC.com, WebEx, your company’s remote web workplace, etc.)
• If you actively maintain your own files, you may only need our support quarterly
• Like most clients, you may request our assistance at the end of the year so that your QuickBooks® file (or its reports) can be submitted to your accountant for timely tax-return preparation

The bottom line? We'll gladly accommodate every level of need, from doing it all to troubleshooting occasional problems for clients who are proficient in QuickBooks®.

What's Our Invoicing Process?
At AFS, we bill by the hour, not by the project or day rates. That means you pay only for the time we spend servicing your account, plus one-way travel—and nothing more.

Your QuickBooks® Pros
As the founder of AFS, Lisa Corcoran handles or oversees set ups and clean ups for new clients. Then, depending on the client's needs, an AFS associate may assume responsibility for ongoing monthly maintenance for PC-based QuickBooks® clients. Lisa performs maintenance for all Mac and POS clients and oversees the work of her associates for PC-based clients.

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