• (630) 506-7870
  • Bernicear@marntz.com

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Do the following before making any payments:

  1. Look at the invoice number; match this number to your records to make sure you haven’t already paid it

  2. Send the invoice to the owner to approve it; the owner is the purchaser. Owner acknowledgement makes the invoice legitimate

  3. Review the line item descriptions, What are they charging me for?

  4. The 3-way match: Match the invoice with the purchase order & receiving report
    (This confirms what you ordered, what you received, and what you’re being billed for)

  5. Separate the function of invoice verification & Approval from the function of cash disbursement
    (The person that signs the check should be separate from the person processing the invoice)

  6. Have enough money in your account before authorizing any payments
    (In order to avoid additional fees such as overdraft fees)

  7. Always negotiate before buying
    (Negotiate! Negotiate! Negotiate! Everything is negotiable, or at least try)
  8. .
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After 8 years in the accounting industry, and 15 years of being in the banking industry, we have frequently heard from and observed entrepreneurs and small-to-midsize business owners struggling in the following areas: • Strategic decision-making based on the financial picture of their organization. • Needing accounting services at a reasonable price, for quality work. • Needing assistance with short term or long-term projects at a reasonable cost • Entrepreneurs needing a break, vacation time, or family time. • A proactive business partners. As a result, we have decided to leverage our specialized and diverse skills, as well as our passion to see others succeed, to do something about the problem-support entrepreneurs and small-to midsize businesses by centralizing their accounting, consulting, and general business support needs. This will allow these owners to focus on their niches and grow their businesses to their full potential without feeling alone in the process. At Marntz, we don't just do your bookkeeping and hand over the statements to you so you can go figure it out, but instead we guide you and consult with you through your decision making, going above and beyond

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