Financial Services

The past 12 months,
by the numbers...

Account reconciliation is the first step to bringing peace and calm to your business. The Dove Agency's bookkeeping services ensure the accurate, complete, and timely recording of all of your firm's business transactions. Whether it's reviewing every project component or booking your in-house expenses, we handle it all. You will have a dedicated bookkeeper who enters transactions weekly and ensures all accounts are reconciled precisely at the end of each month. We also track billable hours across your team each week, giving you a clear, real-time picture of time spent on every project. Our extensive Monthly and Annual Financial Reports give you the information you need to better manage your business and maximize your profits.

Once a proposal is approved, you are ready to create! At The Dove Agency, we can take on the often tedious task of client invoicing. We generate and distribute accurate, custom (given your preference on how billable products and services are presented to your clients) invoices concurrent with proposal approval and order placement. Our thorough weekly and monthly processes identify billable items, hours, and expenses. Engaging The Dove Agency to manage your client invoicing results in maximum project profitability - every billable transaction is invoiced on every project.

Do you want to take your business management to the next level? Our Business Consulting services are wide and varied and available to address distinct areas of concern or to assist in maximizing the financial health of your business. For these specialized services, we work alongside you to determine areas of strength and risk specific to your business and to identify and solve unique problems. In addition to design industry expertise, our team has dozens of years of experience in the operations space. Let us sift through the complexities of your business and provide you with sophisticated tools and solutions needed to propel your firm forward.

Managing sales tax collections and payments is inevitably a complex and multifaceted part of the design business. At The Dove Agency, we provide Sales Tax Reporting services that effortlessly streamline your sales tax filing process. Through the execution of our well-honed process, we prepare your firm’s monthly sales tax reports to allow for timely processing.

We also offer fractional CFO and annual 1099-MISC and Franchise Tax filings to ensure you meet all compliance deadlines.  

We have a knowledgeable and trained staff to support QuickBooks Online™, and Studio Designer™ accounting. We also offer project management and procurement operations utilizing IDnest™, Studio Designer™, and a variety of other industry-specific tools, helping clients streamline their bookkeeping, accounting and procurement needs with ease.

Our expert team offers seamless assistance to current users of these systems, and delivers comprehensive onboarding and training to new users. Drawing on our considerable experience, we navigate the complexities of system conversions and empower designers to focus on the aspects most relevant to their creative workflows.

For clients using QuickBooks Online™, our support often pairs with IDnest financial tools which effortlessly pull data from QuickBooks Online™ and IDnest project management system or user's chosen project management system, delivering in-depth analysis and insights while fostering a more integrated and effective approach to organization and reporting.

Want to learn more? Contact us for a free consultation to understand more about The Dove Agency and how our processes can work with your existing systems or help you make a switch to one of our supported software platforms.