Resource Center

[vc_row full_width=”stretch_row” parallax=”content-moving” css=”.vc_custom_1535594473553{background-image: url(https://omega-accounting.com/wp-content/uploads/2018/03/Omega-11.jpg?id=642) !important;background-position: center;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column][vc_empty_space height=”100px”][vc_custom_heading text=”Resource Center” font_container=”tag:h1|text_align:center|color:%23ffffff” use_theme_fonts=”yes”][vc_custom_heading text=”Information & Tools to Help You Succeed” font_container=”tag:h3|text_align:center|color:%23ffffff” use_theme_fonts=”yes”][vc_empty_space height=”100px”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content” equal_height=”yes”][vc_column width=”1/3″ css=”.vc_custom_1535593775918{padding-top: 50px !important;padding-right: 50px !important;padding-bottom: 50px !important;padding-left: 50px !important;background-image: url(https://omega-accounting.com/wp-content/uploads/2018/03/Graphic-1.jpg?id=146) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_custom_heading text=”Sites” font_container=”tag:h2|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_separator color=”custom” align=”align_left” border_width=”2″ el_width=”20″ accent_color=”#d24e28″][vc_column_text]Let us collaborate with the you to identify the key performance indicators (KPIs) essential to meeting your goals. Bench-marking critical metrics affords you with insights into where improvements having the highest financial impact can be made.

As a stakeholder in your success, we analyze your financial reports with an eye for emerging trends and areas benefiting from greater focus and measurement. Our goal is to help you gain greater insight into your operations and offer strategic advice wherever possible.[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1533073514415{padding: 50px !important;background-color: #d24e28 !important;}”][vc_custom_heading text=”Templates” font_container=”tag:h2|text_align:left|color:%23ffffff” use_theme_fonts=”yes”][vc_separator color=”custom” align=”align_left” border_width=”2″ el_width=”20″ accent_color=”#ffffff”][vc_column_text]We provide an estimate for the entire on-boarding process as well as on-going maintenance.

Hourly Rates:  If this type of service agreement is selected, hourly rates are based upon the level of staff expertise required along with the volume of work.  A reserve account can be established to even out monthly bills.

Fixed Rate: If this type of service agreement is selected, agreed upon services are billed at a fixed amount every month.  Any services outside the scope of a fixed fee agreement are billed at hourly rates.

Flexible Payment Options:  Payments are due on receipt of invoice. A retainer amount equal to one month’s billable services is due to commence services. Payments can be made via ACH, credit card, PayPal or by check. A small service fee is charged for payment by credit card or PayPal.[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1535593953482{padding-top: 50px !important;padding-right: 50px !important;padding-bottom: 50px !important;padding-left: 50px !important;background: #f8f8f8 url(https://omega-accounting.com/wp-content/uploads/2018/08/Graphic-1-1024×512.jpg?id=1317) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_custom_heading text=”Forms” use_theme_fonts=”yes”][vc_separator color=”custom” align=”align_left” border_width=”2″ el_width=”20″ accent_color=”#d24e28″][vc_column_text]Allow us to evaluate your books to help you better understand your current financial situation and your savings/growth potential.

Be among the first 10 reservations and receive this $500 service on a complimentary basis.

Remaining reservations through September 30 will receive a 50% discount.[/vc_column_text][vc_btn title=”Contact Us to Get Started” style=”outline” color=”danger” align=”left” i_align=”right” i_icon_fontawesome=”fa fa-caret-right” button_block=”true” add_icon=”true” link=”url:http%3A%2F%2Fomega-accounting.com%2Fcontact-us%2F||target:%20_blank|”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content” equal_height=”yes”][vc_column width=”1/3″ css=”.vc_custom_1534881137659{padding: 50px !important;}”][vc_custom_heading text=”Budgeting & Cost Analysis” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_separator color=”custom” align=”align_left” border_width=”2″ el_width=”20″ accent_color=”#d24e28″][vc_column_text]To gain a more accurate understanding of your financial situation, we collaborate with you to:

  • Develop budgets & goals
  • Establish cost & revenue assumptions
  • Provide historical year-over-year trend analysis
  • Identify potential savings opportunities
  • Look for any questionable activities

[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1534881145332{padding: 50px !important;background-color: #f8f8f8 !important;}”][vc_custom_heading text=”Bill Payments” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_separator color=”custom” align=”align_left” border_width=”2″ el_width=”20″ accent_color=”#d24e28″][vc_column_text]To help maintain your financial health, we:

  • Develop a workflow that integrates your bank accounts, Quickbooks, Bill.com, ACH and other services to ensure bill payments are processed on time, every time
  • Approvals can be built into the bill payment process, as desired

[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1534881153081{padding: 50px !important;}”][vc_custom_heading text=”Account Management” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_separator color=”custom” align=”align_left” border_width=”2″ el_width=”20″ accent_color=”#d24e28″][vc_column_text]To protect you, we:

  • Monitor your open bank, credit card, and investment accounts, providing account recommendations along the way
  • Verify that you have full access to all accounts opened in your name
  • Establish strong password protection across accounts

[/vc_column_text][/vc_column][/vc_row][vc_row full_width=”stretch_row_content” equal_height=”yes”][vc_column width=”1/3″ css=”.vc_custom_1534881195616{padding-top: 50px !important;padding-right: 50px !important;padding-bottom: 50px !important;padding-left: 50px !important;background-color: #f8f8f8 !important;}”][vc_custom_heading text=”Reconciliations” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_separator color=”custom” align=”align_left” border_width=”2″ el_width=”20″ accent_color=”#d24e28″][vc_column_text]Each month, we:

  • Verify transactions are recorded in the correct accounts and have cleared the account
  • Identify any items which may require further research

[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1534881186913{padding-top: 50px !important;padding-right: 50px !important;padding-bottom: 50px !important;padding-left: 50px !important;}”][vc_custom_heading text=”Analytics & Reporting” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_separator color=”custom” align=”align_left” border_width=”2″ el_width=”20″ accent_color=”#d24e28″][vc_column_text]We provide monthly financial statements and cash flow management information which includes:

  • A personalized model reflecting the month’s final numbers compared to budget expectations
  • Progress made against your cash balance goals
  • Income and expense analysis and insights

Additionally, we provide Executive-Level Financials & KPI Summaries which reveal where you are and where you’re heading.

Reporting can be made available to better fit your needs, whether it be by hard-copy, email, or online access at your convenience.[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1534881203314{padding-top: 50px !important;padding-right: 50px !important;padding-bottom: 50px !important;padding-left: 50px !important;background-color: #f8f8f8 !important;}”][vc_custom_heading text=”Foundations” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_separator color=”custom” align=”align_left” border_width=”2″ el_width=”20″ accent_color=”#d24e28″][vc_column_text]We help with individually owned and operated foundations in the areas of:

  • Accounting
  • Financial Analysis
  • Administrative Support
  • CPA Coordination for Tax Planning & Advice

[/vc_column_text][/vc_column][/vc_row][vc_row full_width=”stretch_row_content” equal_height=”yes”][vc_column width=”1/3″ css=”.vc_custom_1534881137659{padding: 50px !important;}”][vc_custom_heading text=”Payroll” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_separator color=”custom” align=”align_left” border_width=”2″ el_width=”20″ accent_color=”#d24e28″][vc_column_text]Full service payroll management including

  • Processing employee paychecks
  • Paying all state and federal taxes
  • Filing corresponding tax returns

[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1534881145332{padding: 50px !important;background-color: #f8f8f8 !important;}”][vc_custom_heading text=”Insurance” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_separator color=”custom” align=”align_left” border_width=”2″ el_width=”20″ accent_color=”#d24e28″][vc_column_text]Insurance needs vary wildly depending on your circumstances.  To optimize your coverage, we:

  • Identify all current insurance policies held in your name
  • Identify the scope and coverage of these policies
  • Examine areas of potential exposure
  • Make recommendations based on these findings

[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1534881153081{padding: 50px !important;}”][vc_custom_heading text=”Systems” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_separator color=”custom” align=”align_left” border_width=”2″ el_width=”20″ accent_color=”#d24e28″][vc_column_text]

  • Automated bill payments with client approval system
  • Centralized document management and cloud storage
  • Encrypted password management
  • Dedicated mail service management
  • Consolidated dashboard reporting
  • Secure, cloud-based analytics reporting

[/vc_column_text][/vc_column][/vc_row]