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CLIENT SERVICES & SOLUTIONS
Small Business Management
- BOOKKEEPING AND ACCOUNTING functions include active or passive A/R, A/P, bank and credit card reconciliations, debt service, posting payroll entries, period-end journal entries.
- FINANCE functions including Line of Credit applications and renewals, cash-flow management, funds transfers, cash reserves, budgets.
- MANAGEMENT functions including collection processes and implementation, trouble-shooting irregular or over charges, formation of company policies for reimbursement and credit card usage, payroll submission
- INTERNAL REPORTING functions including financial statements, cash position reports, budget to actual reports, financial projections, cash-flow projections, Job and Project costing reports, A/R Aging reports.
- AGENCY REPORTING functions including Sales and Use Tax Returns, Business Personal Property Tax Returns, Business License applications or renewals, amended or appealed returns.
- Install software
- Create Chart of Accounts customized by industry and reporting needs
- Set up classes for job and project costing, if applicable
- Create customized templates for invoicing, including logo and payment information
- Address client and employee reimbursed expenses
- Enter beginning balances from prior year tax returns
- Reconcile and set up equity accounts
- Training for one or more individuals responsible for bookkeeping and accounting functions
Oversight and Special Projects
- Quarterly Review Process. All transactions are reviewed by a senior consultant. Account balances are reviewed and tied back to third party documents. Missing checks, voided checks and bank reconciliations are handled.
- Annual Review Process. Prior to tax preparation, SBS clients forward the entity’s QuickBooks file. Transactions are reviewed and questions posed. Typical adjustment areas are interest expense, depreciation/amortization, loan balances, cash accounts, and capital asset determination
- The Comptroller role is assigned by clients to SBM Team consultants. This role includes the review processes but also involves special tracking projects such as commissions, and meetings with owners/principals.
- Annual compilation of data and reconciliation
- Clean-up on accounting files that contain a volume of transactions and several operating and money market accounts.
Oversight and Special Projects.
Our Business Plan Services
- Industry analysis
- Financial model
- Executive summary
- And more
There are many reasons your business may need a plan. Typically, a business plan is required when attempting to secure funding. Banks and investors often require a completed business plan in order to get a better vision of the company, and an understanding of where invested dollars are going.
But funding is not the only reason you may decide your business would benefit from such a document. When it comes to your existing business, having a business plan provides you with the strategy you need to achieve that growth and expansion, allocate resources to the right places, and prioritizing your goals.
Our Business Plan Services
Our Financial Model Services
Our Services

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Who We Are
NASBIS Business Services
Business Credit Building and Funding Services
Management Operational Services
- BOOKKEEPING AND ACCOUNTING functions include active or passive A/R, A/P, bank and credit card reconciliations, debt service, posting payroll entries, period-end journal entries.
- FINANCE functions including Line of Credit applications and renewals, cash-flow management, funds transfers, cash reserves, budgets.
- MANAGEMENT functions including collection processes and implementation, trouble-shooting irregular or over charges, formation of company policies for reimbursement and credit card usage, payroll submission
- INTERNAL REPORTING functions including financial statements, cash position reports, budget to actual reports, financial projections, cash-flow projections, Job and Project costing reports, A/R Aging reports.
- AGENCY REPORTING functions including Sales and Use Tax Returns, Business Personal Property Tax Returns, Business License applications or renewals, amended or appealed returns Good financial management starts with a computerized system that encompasses a traditional general ledger accounting system with relevant financial management functions. SBS has chosen to work with QuickBooks by Intuit and the SBM Team is annually certified on the software. The versions include QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise Solutions.
- Install software
- Create Chart of Accounts customized by industry and reporting needs
- Set up classes for job and project costing, if applicable
- Create customized templates for invoicing, including logo and payment information
- Address client and employee reimbursed expenses
- Enter beginning balances from prior year tax returns
- Reconcile and set up equity accounts
- Training for one or more individuals responsible for bookkeeping and accounting functions
Leadership Development Services
Taxation Services
Our Business Plan Services
- Industry analysis
- Financial model
- Executive summary
- And more
Business Planning Services
Our Financial Model Services
Who We Are
NASBIS Business Services
Business Credit Building and Funding Services
Management Operational Services
- BOOKKEEPING AND ACCOUNTING functions include active or passive A/R, A/P, bank and credit card reconciliations, debt service, posting payroll entries, period-end journal entries.
- FINANCE functions including Line of Credit applications and renewals, cash-flow management, funds transfers, cash reserves, budgets.
- MANAGEMENT functions including collection processes and implementation, trouble-shooting irregular or over charges, formation of company policies for reimbursement and credit card usage, payroll submission
- INTERNAL REPORTING functions including financial statements, cash position reports, budget to actual reports, financial projections, cash-flow projections, Job and Project costing reports, A/R Aging reports.
- AGENCY REPORTING functions including Sales and Use Tax Returns, Business Personal Property Tax Returns, Business License applications or renewals, amended or appealed returns Good financial management starts with a computerized system that encompasses a traditional general ledger accounting system with relevant financial management functions. SBS has chosen to work with QuickBooks by Intuit and the SBM Team is annually certified on the software. The versions include QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise Solutions.
- Install software
- Create Chart of Accounts customized by industry and reporting needs
- Set up classes for job and project costing, if applicable
- Create customized templates for invoicing, including logo and payment information
- Address client and employee reimbursed expenses
- Enter beginning balances from prior year tax returns
- Reconcile and set up equity accounts
- Training for one or more individuals responsible for bookkeeping and accounting functions
Leadership Development Services
Taxation Services
Our Business Plan Services
- Industry analysis
- Financial model
- Executive summary
- And more
Business Planning Services
Our Financial Model Services
Who We Are
NASBIS Business Services
Business Credit Building and Funding Services
Management Operational Services
- BOOKKEEPING AND ACCOUNTING functions include active or passive A/R, A/P, bank and credit card reconciliations, debt service, posting payroll entries, period-end journal entries.
- FINANCE functions including Line of Credit applications and renewals, cash-flow management, funds transfers, cash reserves, budgets.
- MANAGEMENT functions including collection processes and implementation, trouble-shooting irregular or over charges, formation of company policies for reimbursement and credit card usage, payroll submission
- INTERNAL REPORTING functions including financial statements, cash position reports, budget to actual reports, financial projections, cash-flow projections, Job and Project costing reports, A/R Aging reports.
- AGENCY REPORTING functions including Sales and Use Tax Returns, Business Personal Property Tax Returns, Business License applications or renewals, amended or appealed returns Good financial management starts with a computerized system that encompasses a traditional general ledger accounting system with relevant financial management functions. SBS has chosen to work with QuickBooks by Intuit and the SBM Team is annually certified on the software. The versions include QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise Solutions.
The Small Business Management Team facilitates, implements and trains clients on this system:
- Install software
- Create Chart of Accounts customized by industry and reporting needs
- Set up classes for job and project costing, if applicable
- Create customized templates for invoicing, including logo and payment information
- Address client and employee reimbursed expenses
- Enter beginning balances from prior year tax returns
- Reconcile and set up equity accounts
- Training for one or more individuals responsible for bookkeeping and accounting functions
Leadership Development Services
Taxation Services
- BOOKKEEPING AND ACCOUNTING functions include active or passive A/R, A/P, bank and credit card reconciliations, debt service, posting payroll entries, period-end journal entries.
- FINANCE functions including Line of Credit applications and renewals, cash-flow management, funds transfers, cash reserves, budgets.
- MANAGEMENT functions including collection processes and implementation, trouble-shooting irregular or over charges, formation of company policies for reimbursement and credit card usage, payroll submission
- INTERNAL REPORTING functions including financial statements, cash position reports, budget to actual reports, financial projections, cash-flow projections, Job and Project costing reports, A/R Aging reports.
- AGENCY REPORTING functions including Sales and Use Tax Returns, Business Personal Property Tax Returns, Business License applications or renewals, amended or appealed returns Good financial management starts with a computerized system that encompasses a traditional general ledger accounting system with relevant financial management functions. SBS has chosen to work with QuickBooks by Intuit and the SBM Team is annually certified on the software. The versions include QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise Solutions.
Our Business Plan Services
When it comes to starting, and growing, your business, you need clear directions to get your business moving in the right direction. Business planning starts with an expertly prepared professional business plan, that provides insight and strategy into where you’re going and how you plan on getting there.
What is a Business Plan?
A business plan is the roadmap of your business. It is made up of several distinct sections that work together to create a clear picture of what your business is, what it is striving to accomplish, and how exactly it is going to accomplish these things.
While each business is different, a typical business plan will contain items such as:
- Industry analysis
- Financial model
- Executive summary
- And more
All of these components come together to create a clear strategy for how your business is going to grow and succeed in today’s competitive business environment.
Why Does a Business Need One?
There are many reasons your business may need a plan. Typically, a business plan is required when attempting to secure funding. Banks and investors often require a completed business plan in order to get a better vision of the company, and an understanding of where invested dollars are going.
But funding is not the only reason you may decide your business would benefit from such a document. When it comes to your existing business, having a business plan provides you with the strategy you need to achieve that growth and expansion, allocate resources to the right places, and prioritizing your goals.
Business Planning Services
At NASBIS, our team of in-house writers and analysts provide you with the experience and expertise you need to produce a high quality, customized business plan. We have experience in a wide range of industries, including real estate, health care, technology, entertainment, retail, food &beverage, and many more.
We offer a clear and efficient process to save you time, and make the process as simple as possible. Unlike a freelancer or other business plan writers, NASBIS is not simply your business plan writer, but also serves as your business plan consultants. We provide invaluable insight into your business strategy, striving to go that extra mile by offering advice, an objective third-party perspective, and providing you with relevant
introductions.
NASBIS Business clients are also given free access to our investor network through our Business Plan Gallery. After your business plan has been completed, and with your consent, we post your business plan within the gallery. This exposes it to our network of investors who can view your plan and choose to invest in your business.
To date, our efforts have funded over $10,000,000,000 ($10 Billion) in investment, acquisition, debt, and equity capital. We understand our business, and can provide a thoughtful business plan that captures the attention of investors and positions your business for success.
Learn more about how a business plan can grow your business. Contact us today by calling 888-905-8082 or by filling out our online form.