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Future Generations, LLC

Business consultant

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(844) 950-3436
Future Generations, LLC
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What’s included

  • Diagnostic review of your file, with the periods and accounts agreed in writing
  • Categorization of transactions for every period in scope
  • Reconciliation of connected bank, credit-card and payment accounts
  • Duplicate detection and removal
  • Opening-balance and balance-sheet corrections

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Open-question list and document requests so nothing is guessed
  • Profit & Loss and Balance Sheet for each cleaned period
  • Closing summary and handoff to your ongoing monthly plan
  • Invoice creation and delivery by email or text
  • Recurring and progress invoicing on your schedule
  • Payment application and posting to the ledger
  • Monthly customer statements
  • A/R aging report every month
  • Documented notes on every account so you can see what was said and when
  • Bill and receipt capture and entry
  • Coding to the right account, class or job
  • Duplicate-bill checks
  • Matching bills to purchase orders or material receipts where you use them
  • A scheduled payment run prepared for your one-click approval
  • Vendor record and W-9 maintenance for clean 1099s
  • Unpaid-bills and cash-requirements report every month
  • Early-payment discounts flagged before they expire
  • Inbox monitoring, triage and replies on an agreed schedule
  • Appointment scheduling, confirmations and rescheduling
  • New-client intake and paperwork
  • Estimate and document formatting, filing and retrieval
  • CRM / BOSS data entry and pipeline hygiene
  • File and folder organization
  • Vendor and customer follow-up on defined scripts
  • Data entry, list building and recurring reports

    • About this place

    Ways to pay

    • Card

    Location

    20191

    Get directions

    Contact and links

    • (844) 950-3436Phone
    • https://futuregens.com/Website

    0.5 miles away

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