All the information you want to know...
What are the benefits of contracting with AI?
AI provides professionally prepared, accurate information so business owners can make informed decisions regarding their company. Our services result in timesaving advantages and relieves the burden of building, maintaining, and training bookkeeping and administrative personnel.
What information is required to set my company up with AI?
• Company name, address, phone numbers, EIN numbers
• List of customers and their billing information (in any form, even scrap paper)
• A/R, A/P balances as of the start date and a list of vendors and clients
• List of services you provide
• Banking information including statements for open balances
• Payroll information (if applicable)
What services do you provide?
We provide a full range of administrative and bookkeeping services. Included are comprehensive reports, A/R, A/P, P/R, creating and managing your company’s processes.
How does AI integrate historical data?
Your existing data is transferred into a compatible new and/or existing accounting software during the initial set-up process. We retain your original data as a backup and can access at later dates if needed.
Will you replace my CPA?
No. It is very important to retain and keep the services of a CPA. Bookkeepers keep up the daily maintenance of your records; CPA’s prepare corporate taxes and audit your records.
Is your system secure?
Our systems use 128-bit SSL encryption to ensure the strongest measures of security regarding your data. We also use state of the arts remote access software.
What are the types of reports I will receive?
Depending on your specific needs, our standard financial reports will make your CPA, bankers, and investors smile. We will assist you in developing reports that focus on your company.
Are we a good fit?
AI's experience includes a variety of industries and found management styles and concepts to be very similar. The bottom-line; we offer you the time to manage your business no matter what sector you are in. This is a crucial step in succeeding.
The most asked question; what does it cost?
Historically clients pay less than what it costs in traditional staffing. Estimated hidden savings in management’s time may be as much as 50% of our cost. Our fees are based on volume and complexity of each client. We meet with you to work up a detailed scope of the service required, scenarios of an hourly rate and/or contractual rate; it is determined what the best fit is for you. See examples below of costs for small (1-3 staff) to medium (4-6 staff) size company.
For example:
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In-house Administrative/Bookkeeping |
AI Implementation |
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Salary = $35,000
Fringe & related = $3,500
Training = $2,000
Computer = $2,000
Office Space = $2,000
Hiring costs = $500
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Set-up = No flat fee
Monthly costs ($200-$500)*
*fees are determined by volume and level
of service.
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Total = $45,000 |
Estimated Yearly Total = $9,600 / 24,000 |
In most cases our service costs less than hiring a full or part-time employee. In addition, you don’t pay taxes or the fringe benefits for our services.
Additional questions? Contact us by email or call 541.602.5885
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