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Analytix Business Solutions Inc. 800 West Cummings Park, Suite 2000, Woburn MA 01801 Tel: 781 503 9092  Fax: 781 503 9075 Professional Bookkeeping, Accounting and Tax Services made simple and affordable
Contents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Core Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Value Added Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Customer Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How does our system work? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Document Transmission ,[object Object],[object Object],[object Object],[object Object],[object Object]
Document Verification Our staff examines each document and confirms its content and its arrival via email
Updating Accounting Records We update your accounting records tagging each transaction with an electronic image of your original pages that cannot be altered  or changed.
24x7 Online Access to your records You access your records and financials 24 hours a day via QuickBooks or  your own internal system.
Service Solutions Frequency:  Daily, Weekly or Monthly Bookkeeping For business owners who want to track their business performance on a weekly or monthly basis. Also ideal for businesses that are required to provide regular financial reports to Third parties (i.e. franchisors, banks). This is our most popular service. Frequency : Quarterly Bookkeeping For business owners who do not want monthly bookkeeping, but desire to track their business performance at least on a quarterly basis . This service would be  suggested minimum requirement, for companies with payroll. Frequency : Yearly For business owners who just want their income Taxes filed, and have not done any bookkeeping throughout the year. Also ideal for business owners who have performed their own bookkeeping and require a "sanity check" before filing taxes Premium Plus Standard Annual
Electronic Document Management ,[object Object],[object Object],[object Object],[object Object],Electronic document management revolutionizes information storage and archiving by providing the ability to quickly find, retrieve and share documents in an organization.
Data Security ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
How much money did the  company make or lose over a specific period of time?  What are the year-to-date transactions (and totals) for each income and expense account, so that the company can determine what contributed to its net profit?  Is the company making more money now than for the same period a year ago?
What is the book value of the company ? How much does the company owe to vendors, banks etc?  How much is owed to the company by customers?
What is the company’s cash position going forward ? How is company’s cash being used? Is there going to be a cash flow issue in the near future ?
What is the revenue mix for the company’s  products ? What product lines are growing ?
Who are the company’s largest customers? What is the company’s  revenue dependence on these large customers ?
What are the major expense categories for the company ? What are the trends in each expense category?
What is the mix of employee and contractor expenses by function and over time ?
How does the company’s cash position change over the year ? What percent of the company’s  receivables are over 30 days old? Which customer’s owes the most to the company ?
How much of each customer's balance is overdue?  How much does each customer owe? Which customers are overdue, how much do they owe?
What is my company's current balance with each vendor?  Which bills are due and overdue?  How much of the balance for each vendor is overdue?
What revenue has been deferred for future recognition ? When will the deferred revenue be recognized ?
Bank Reconciliation   ,[object Object],[object Object],[object Object]
What steps does the company need to take to address current and immediate financial issues ?
Analytix Solutions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Referral Fees ,[object Object],[object Object],[object Object],[object Object]
Referral Fees 12,813  7,813  5,000  5 5th Year 15,625  5,625  10,000  10 4th Year 11,250  6,250  5,000  5 3rd Year 12,500  2,500  10,000  10 2nd year 5,000  0 5,000  5 1st year Total Recurring Initial Clients  
Referral Fees 14,000  4,000  10,000  10 5th Year 8,000  2,000  6,000  6 4th Year 4,000  -  4,000  4 3rd Year 12,500  2,500  10,000  10 2nd year 5,000  0 5,000  5 1st year Total Recurring Initial Clients  
Referral Fees 32,500 17,500 15,000  15 5th Year 35,000 15,000 20,000  20 4th Year 30,000  15,000  15,000  15 3rd Year 30,000  5,000  25,000  25 2nd year 10,000  0 10,000  10 1st year Total Recurring Initial Clients  
[object Object],[object Object],[object Object]

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Presentation Analytix

  • 1. Analytix Business Solutions Inc. 800 West Cummings Park, Suite 2000, Woburn MA 01801 Tel: 781 503 9092 Fax: 781 503 9075 Professional Bookkeeping, Accounting and Tax Services made simple and affordable
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8. Document Verification Our staff examines each document and confirms its content and its arrival via email
  • 9. Updating Accounting Records We update your accounting records tagging each transaction with an electronic image of your original pages that cannot be altered or changed.
  • 10. 24x7 Online Access to your records You access your records and financials 24 hours a day via QuickBooks or your own internal system.
  • 11. Service Solutions Frequency: Daily, Weekly or Monthly Bookkeeping For business owners who want to track their business performance on a weekly or monthly basis. Also ideal for businesses that are required to provide regular financial reports to Third parties (i.e. franchisors, banks). This is our most popular service. Frequency : Quarterly Bookkeeping For business owners who do not want monthly bookkeeping, but desire to track their business performance at least on a quarterly basis . This service would be suggested minimum requirement, for companies with payroll. Frequency : Yearly For business owners who just want their income Taxes filed, and have not done any bookkeeping throughout the year. Also ideal for business owners who have performed their own bookkeeping and require a "sanity check" before filing taxes Premium Plus Standard Annual
  • 12.
  • 13.
  • 14.  
  • 15. How much money did the company make or lose over a specific period of time? What are the year-to-date transactions (and totals) for each income and expense account, so that the company can determine what contributed to its net profit? Is the company making more money now than for the same period a year ago?
  • 16. What is the book value of the company ? How much does the company owe to vendors, banks etc? How much is owed to the company by customers?
  • 17. What is the company’s cash position going forward ? How is company’s cash being used? Is there going to be a cash flow issue in the near future ?
  • 18. What is the revenue mix for the company’s products ? What product lines are growing ?
  • 19. Who are the company’s largest customers? What is the company’s revenue dependence on these large customers ?
  • 20. What are the major expense categories for the company ? What are the trends in each expense category?
  • 21. What is the mix of employee and contractor expenses by function and over time ?
  • 22. How does the company’s cash position change over the year ? What percent of the company’s receivables are over 30 days old? Which customer’s owes the most to the company ?
  • 23. How much of each customer's balance is overdue? How much does each customer owe? Which customers are overdue, how much do they owe?
  • 24. What is my company's current balance with each vendor? Which bills are due and overdue? How much of the balance for each vendor is overdue?
  • 25. What revenue has been deferred for future recognition ? When will the deferred revenue be recognized ?
  • 26.
  • 27. What steps does the company need to take to address current and immediate financial issues ?
  • 28.
  • 29.
  • 30. Referral Fees 12,813 7,813 5,000 5 5th Year 15,625 5,625 10,000 10 4th Year 11,250 6,250 5,000 5 3rd Year 12,500 2,500 10,000 10 2nd year 5,000 0 5,000 5 1st year Total Recurring Initial Clients  
  • 31. Referral Fees 14,000 4,000 10,000 10 5th Year 8,000 2,000 6,000 6 4th Year 4,000 - 4,000 4 3rd Year 12,500 2,500 10,000 10 2nd year 5,000 0 5,000 5 1st year Total Recurring Initial Clients  
  • 32. Referral Fees 32,500 17,500 15,000 15 5th Year 35,000 15,000 20,000 20 4th Year 30,000 15,000 15,000 15 3rd Year 30,000 5,000 25,000 25 2nd year 10,000 0 10,000 10 1st year Total Recurring Initial Clients  
  • 33.