Consulting – Sun Bookkeeping & Consulting, Inc.

Consulting Services

At Sun Bookkeeping & Consulting, Inc., we go beyond the numbers to help businesses optimize their financial strategies and achieve long-term success. Our consulting services are designed to provide tailored insights and actionable solutions that empower business owners to make informed decisions.

Let us help you by giving you a roadmap of actionable strategies for improving your business’s financial health.

What We Do

Process Automation

Streamline workflows to save time and reduce errors in your accounting functions.

Budgeting and Forecasting

Develop realistic budgets and financial forecasts to guide your business toward its goals.

Cash Flow Management

Analyze and optimize your cash flow to ensure your business has the resources it needs.

Goal Setting and Planning

Work with us to set measurable financial goals and create an action plan to achieve them.

Customized Reporting

Create detailed financial reports specific to your industry or business needs.

QuickBooks Setup and Training

Set up and optimize your accounting software for maximum efficiency, with training for you or your team.

Payroll Implementation

Streamline your payroll process with your chosen payroll provider through a comprehensive setup. This includes configuring company demographics, onboarding employees, setting up taxes, and configuring direct deposits. Additionally, we’ll assist with setting up benefits such as PTO, holidays, insurance, and retirement contributions to be automatically tracked on a paycheck-by-paycheck basis, ensuring your internal payroll system is ready for seamless management. Please note this service is for initial setup only and does not include ongoing maintenance or processing.

We specialize in consulting for several industries:

We also work across every other industry and have extensive experience!

Construction and Trades

Guidance on improving profitability per job, optimizing workflows from estimates to project completion, and identifying areas for growth and improvement.

Professional Services

Financial strategy and support for legal practices, financial advisors, consultants, healthcare providers, educational and social services, creative agencies, and more—delivering solutions for streamlined reconciliation processes and profitability tracking.

Nonprofits (NPOs)

Strategic planning for budget management, grant allocation, and achieving financial transparency for audits.

Real Estate

Expertise in project management, landlord-tenant payment tracking, and navigating the complexities of residential and commercial property financials.

Our consulting services focus on uncovering opportunities to increase profitability, streamline operations, and enhance financial clarity. With 15 years of experience and a background in advanced accounting, our team understands the unique challenges and opportunities in your industry.

Let us be your strategic partner in building a stronger financial foundation for your business. Contact us today for your free consultation and see how we can help your business thrive!