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  • Historical Cleanup & ASI/SAGE Audit

    Historical Cleanup & ASI/SAGE Audit

    Historical Cleanup & ASI/SAGE Audit

    Get a fresh start with books that actually reflect your business reality. We specialize in untangling messy historical data for Promotional Product firms, ensuring every order and invoice is in its right place.

    What’s Included:

    • Historical Reconstruction: Back-dating and organizing up to 12 months of historical data to get you current.

    • ASI/SAGE Data Audit: Aligning your industry-specific software data with your QuickBooks ledger to eliminate discrepancies.

    • Inventory & COGS Correction: Fixing "Landed Cost" errors and ensuring your inventory sub-ledgers match your physical reality.

    • Compliance Check: A deep-dive review to ensure your records are 100% tax-ready and audit-proof.

    $699.00
    $699.00
  • Monthly Ledger Management (Promo-Specialist)

    Monthly Ledger Management (Promo-Specialist)

    Monthly Ledger Management (Promo-Specialist)

    Focus on sales while we handle the spreadsheets. We provide ongoing, month-over-month financial management tailored to the high-volume nature of the promotional industry.

    What’s Included:

    • Weekly Bank Reconciliation: Keeping your cash flow visibility crystal clear.

    • Supplier Payable Tracking: Managing invoices from major industry suppliers to ensure you never miss a discount.

    • Monthly Financial Statements: Detailed P&L and Balance Sheet reports delivered by the 10th of every month.

    • Merchant Fee Optimization: Ensuring Shopify and Credit Card fees are accounted for accurately to protect your margins.

    $299.00
    $299.00
  • Expert-Led Systems Training (90 Days Support Included)

    Expert-Led Systems Training (90 Days Support Included)

    Expert-Led Systems Training (90 Days Support Included)

    Don't just use your software—master it. We provide personalized training designed specifically for the Promotional Products workflow. We don't just teach you how to click buttons; we teach you how to manage your business.

    What’s Included:

    • ASI/SAGE to QBO / Enterprise Suite Mapping: We show you exactly how your industry orders should flow into your accounting software to ensure multi-entity data integrity.

    • Feature Mastery: Hands-on training for invoicing, expense tracking, and inventory management tailored to a Supplier or Distributor’s needs.

    • Data Integrity Training: Learn the "Nex-Gen" way to reconcile bank feeds and merchant fees so your monthly reports are always accurate.

    • Priority Support: A direct line for your technical and product questions as you navigate your first 90 days.

    $499.00
    $499.00