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SEEING A CLEAR PATH AHEAD

SEEING A CLEAR PATH AHEAD

REadiness Assessments

Positioning You for Success

Statistics show that about half of all small businesses fail within the first five years of launching. The primary reason is poor financial management. If a business’s books are not set up correctly and transactions are not properly reconciled, you can easily lose control of your finances, which can be fatal for a business. One of the best ways to check if your books are in good shape is a readiness assessment. 

 

Our professional bookkeepers will help you to gain certainty about your books by providing an in-depth analysis of your system and providing an objective view of your current state. We then offer workable solutions to get you to a baseline of best practices. Once you have established this baseline, we help you manage your books and keep them on the right track. 

The Benefits of a Readiness Assessment

We often have new clients come to us after realizing they have lost control of their books. They panic sets in when they realize how far behind, non-compliant, and/or how unprepared they are to submit their reports to their CPA for tax preparation. In other cases, they are not really sure how well they are managing their books. They may have done their best to keep everything up to date, but they don’t know if they, or their former bookkeeper, have been doing everything correctly. 

 

A readiness assessment can give you the certainty you need. We will thoroughly analyze your books and let you know exactly where you stand while providing practical solutions for accurate, compliant and always-up-to-date books moving forward. 

Benefits of a Readiness Assessment
What's included in a Readiness Assessment

What’s included?

Our readiness assessments have three components:

  • Migration assessment: First, we will evaluate the system you are currently using to keep your books. If you are using anything other than QuickBooks Online (QBO), we will assess the viability of migrating your books, as well as explaining what will be required to make the shift.
  • General ledger check-up: Next, we will conduct an expert analysis of your balance sheet, profit & loss, undeposited funds and all other necessary areas.
  • Analysis report review: Finally, we will have a consultative session in which we will go over our findings and talk you through our recommendations.

While PRESAGE operates as a virtual company supporting customers nationwide, we have primary locations in Northwestern Washington and Northeastern Florida, serving clients in Seattle, Tacoma, Bellevue, Redmond, Palm Coast, St. Augustine, Daytona Beach and Jacksonville.


Let us help you gain clarity about your books and take control of your business’s financial health. Contact us today.

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REFERRAL PROGRAM TERMS & CONDITIONS

Last Updated: December 2023 

1. Referral Program Terms Of Use

As an authorized affiliate (Affiliate) of PRESAGE, you agree to abide by the terms and conditions contained in this Agreement (Agreement). Please read the entire Agreement carefully before registering and promoting PRESAGE as an Affiliate.


Your participation in the Program is solely to receive a commission on services purchased by businesses referred to PRESAGE through your personal referrals.


This program is intended for “word of mouth”, or direct person-to-person, referrals either verbally or via email. Affiliates are not encouraged to promote PRESAGE’s services on their website or through the use of other mass marketing tools and techniques.


By signing up for the PRESAGE Referral Program (Program), you indicate your acceptance of this Agreement and its terms and conditions.

2. Approval Or Rejection Of The Application

We reserve the right to approve or reject ANY Affiliate Program Application at our sole and absolute discretion. You will have no legal recourse against us for the rejection of your Affiliate Program Application.  

3. Commissions

Commissions will be paid once a month. For an Affiliate to receive a commission, the referred account must make a minimum purchase of $375.


You cannot refer yourself, and you will not receive a commission on your own accounts. 


Payments will only be sent for transactions that have been successfully completed.  
Transactions that result in chargebacks or refunds will not be paid out.  


Commissions will not be paid where it will violate an existing agreement with the Affiliate through another referral program (e.g., networking groups such as BNI). PRESAGE will follow the existing protocol as defined in the individual networking group’s charter or bylaws.  


If would like to use the program to make referrals easier, but work in an industry where receiving a commission is either prohibited or considered unethical, you can still register and inform us via email that you will forgo your commissions.  

 4. Termination

Your affiliate application and status in the Program may be suspended or terminated for any of the following reasons:  

 

  • Inappropriate advertisements (false claims, misleading hyperlinks, etc.).
  • Spamming (mass email, mass newsgroup posting, etc.).
  • Advertising on sites containing or promoting illegal activities.
  • Failure to disclose the affiliate relationship for any promotion that qualifies as an endorsement under existing Federal Trade Commission guidelines and regulations, or any applicable state laws.
  • Violation of intellectual property rights. PRESAGE reserves the right to require license agreements from those who employ trademarks of PRESAGE in order to protect our intellectual property rights.
  • Offering rebates, coupons, or other form of promised kickbacks from your affiliate commission as an incentive. Adding bonuses or bundling other products with PRESAGE, however, is acceptable.
  • Self-referrals, fraudulent transactions, suspected Affiliate fraud.

 

In addition to the foregoing, PRESAGE reserves the right to terminate any Affiliate account at any time, for any violations of this Agreement or for any reason.  

5. Affiliate Links

You may use graphic and text links within your email messages. You may use the graphics and text provided by us, or you may create your own as long as they are deemed appropriate according to the conditions and not in violation as outlined in the Termination section.  

6. Pay Per Click (PPC) Policy

PPC bidding is NOT allowed without prior written permission.  

7. Liability

PRESAGE will not be liable for indirect or accidental damages (loss of revenue, commissions) due to affiliate tracking failures, loss of database files, or any results of intents of harm to the Program and/or to our website(s).  


We do not make any expressed or implied warranties with respect to the Program and/or the services sold by PRESAGE. We make no claim that the operation of the Program and/or our website(s) will be error-free, and we will not be liable for any interruptions or errors.  

8. Term Of The Agreement

The term of this Agreement begins upon your acceptance in the Program and will end when your Affiliate account is terminated.  


The terms and conditions of this agreement may be modified by us at any time. If any modification to the terms and conditions of this Agreement are unacceptable to you, your only choice is to terminate your Affiliate account. Your continuing participation in the Program will constitute your acceptance of any change.  

9. Indemnification

Affiliate shall indemnify and hold harmless PRESAGE and its affiliate and subsidiary companies, officers, directors, employees, licensees, successors and assigns, including those licensed or authorized by PRESAGE to transmit and distribute materials, from any and all liabilities, damages, fines, judgments, claims, costs, losses, and expenses (including reasonable legal fees and costs) arising out of or related to any and all claims sustained in connection with this Agreement due to the negligence, misrepresentation, failure to disclose, or intentional misconduct of Affiliate.  

 

 10. Electronic Signatures Effective

The Agreement is an electronic contract that sets out the legally binding terms of your participation in the PRESAGE affiliate program. You indicate your acceptance of this Agreement and all the terms and conditions contained or referenced in this Agreement by completing the PRESAGE application process. This action creates an electronic signature that has the same legal force and effect as a handwritten signature.