Financial Connections provides customers with clear, accurate financial information customized for your organization.
Our commitment is to process all financial information and produce reports by a designated monthly date agreed
upon by you. However, we go one step further. We help you look at this financial information as it relates to your
individual organization. Before the end of the month your Account Manager or Financial Connections can meet with
you to review the information, point out key elements, and address any questions you may have about the numbers.  
We also offer 24-hour online viewing of your Business finances.

Financial Connections provides full range accounting/bookkeeping services to clients in all areas of the United States.
We recognize that all companies are different, and we custom design the accounting services we provide to meet
your individual needs.  We also take the burden of back and forth trips to your accounting firm off you and we will come
to you to pick up documents or you may fax, email or mail them to Financial Connections.

Financial Connections distinct advantage is that we make it simple for you to review and check in on your business
finances by making them available to view by you anytime from any computer.  We utilize a Virtual Network System
that offers you Secured Access into your companies financial files, much like a Bank utilizes online.  This feature alone
separates us from other accounting/bookkeeping firms.  

Just as your Internet provider provides access to web pages we provide accounting and accounting software for your
needs.  Your accounting will run in its own window on your personal desktop computer or laptop as if it was installed
there.  You will have access to the latest software at the click of a mouse.

You will be able to do as much or as little of the accounting as you like, and this can change at any time; it is that
flexible.  So, for example if your bookkeeper or someone on your accounting staff quits, Financial Connections LLC.,
can immediately take over the function until you find a replacement or we can continue to do the work for you, freeing
you of the worry of hiring and retraining a new bookkeeper.  If you want to keep and internal bookkeeper, we can train
them over the Internet, online, because they can be viewing the same screen that we are as we walk them through step
by step.

We have computer professionals continuously and securely managing your accounting records so you don’t have to
worry about losing any data and your records are backed up daily on site and weekly off site.

All data transmissions are encrypted - so your data is secure.  Trained bookkeepers are available to either enter your
data or help with your accounting problems, we will both go online and look at your records simultaneously and show
you how to solve the problem.  No more waiting!  Since we can do the training or accounting, you spend less time on
activities that don’t generate new business and revenues.

Below is a diagram of how our system works with our clients.


























The three levels of accounting services described below serve as starting points to help you determine the level of
accounting services you require.

Essential Accounting Services
A list of the Essential Accounting Services we provide follows:

  • Input Transactions: We enter all your transactions into our accounting package on a monthly basis.
  • Assign Items to Appropriate Accounts: We assign all transactions to appropriate income and expense accounts.
  • Reconciliation of Bank Statements: Your bank statements can be mailed directly to Financial Connections for
    reconciliation.
  • Financial Statements: We will provide monthly financial statements for your review as part of our essential
    accounting services package.
  • Assist with cost control: Based on our experience working with many customers, we will let you know if you appear
    to be paying too much for specific items or services.
  • Year End Reports for Your Accountant: We will provide your accountant with the information they need to quickly
    and inexpensively prepare your taxes.

Basic Accounting Services
Basic Accounting Services include all services listed under Essential Accounting Services plus the following:

  • Accounts Payable: We prepare your checks for signature and send them to you to sign and mail out.
  • Accounts Receivable: We will invoice your customers and manage collection as necessary. We can receive your
    payments and deposit them directly into your bank account.
  • Payroll: We will manage your payroll and maintain your payroll records, including all Quarterly tax payments, Year
    End W-2 processing and State reporting requirements.
  • Assist with Cash Management: We will prepare collection letters for you to sign and send to your customers, and
    we will make sure your bills are paid on-time, but no earlier than necessary.
  • Vendor and Customer Files: We will maintain vendor and customer files for all those you do business with.


Enhanced Accounting and Office Services
Enhanced Accounting Services include all Basic Accounting Services plus custom reports that enable you to better
analyze your revenue and expenses and quarterly budget reviews. Examples of some of the services you can receive
with Enhanced Accounting Services follow:

  • Custom-Designed Reports: We will prepare custom-designed reports that provide you with the information you
    need to manage your business better. Samples of some of the reports we might provide include:
  • Customer Reports: we can provide reports to help you determine who your most and least profitable customers are.
  • Breakout of Expenses: It is often useful to break expenses out into different categories, such as by product line,
    office, or region. Reports such as these are available as part of Enhanced Accounting Services.
  • Project Tracking Reports: we can track and analyze projects you have ongoing or new projects along with their
    associated costs.
  • Employee Reports: we can provide a variety of employee reports, including reports showing company expenses
    and/or revenue associated with individual employees and year-end reports for employees detailing what their
    employment costs the company.
  • Event Analysis: we can help you track the revenue and expenses associated with specific events.
  • Customization: we can customize your needs for information and help with research on topics of Medical Insurance,
    Cafeteria Plans.  We can help you set up compliance with the Department of Labor and Industries and other
    agencies.
  • Deprecation and Amortization Schedules:  Prepare all necessary Deprecation and Amortization Schedules and
    keep them current with new Capital Expenditures.  
  • Information: If you need to get information on Employee Benefit Plans, Insurance Quotes or fill out Loan Documents
    we are here to help you.

Financial Connections will prepare all necessary reports and documents for your year end Company Taxes and
submit them to either your Accountant or to a local Accounting firm which we have done business with for over 15
years.

Enhanced Accounting Services can be tailored to meet your specific financial needs.  If you need a solution that you
just can’t seem to get in house or from another agency just let us know and we will work with you to meet your needs.
We are strongly committed to our clients needs!
Bookkeeping, Accounting, Payroll & Training Services
Financial Connections, LLC
Financial Connections, LLC
ph: 360-891-5565
ph: 503-310-6905
fax: 360-891-3742
info@financialconnectionsllc.com
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Our Secured Virtual
Network
makes it easy for
you to access your
companies finances
anytime from any
computer, offsetting us
from other accounting/
bookkeeping companies!
Call Us Today
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(360) 891-5565