How I Can Serve You

01

Standard Business Bookkeeping


We will do the following things for you on a recurring monthly basis:

  • Reconcile your bank and credit card accounts
  • Generate a financial package including an income statement, balance sheet, and statement of cash flows
  • Work with you to track and organize receipts
  • Clean up your general ledger
  • Meet with you to present your financials with our analysis
  • Work with your tax preparer as needed to provide accurate reports & schedules
Cartoon illustration featuring a graph, calendar date, clock, money, calculator, credit card, pen, and refresh button, symbolizing financial management and time-saving services.
Cartoon drawing of business people using a large magnifying glass to examine a giant image of money with a superimposed graph showing upward-trending arrows, set against a cityscape background, symbolizing financial analysis and growth opportunities.

02

Additional Accounting Services

In addition to our primary monthly bookkeeping services, we also provide the following as needed:

  • One-time initial cleanup if your accounting is behind or disorganized
  • Assisted Payroll Processing
  • A/R tracking/invoicing
  • A/P bill-pay services
  • 1099 Preparation
  • Compute and file sales taxes

03

Advisory Services

The standard bookkeeping services listed above are a lookback. They provide information on what has transpired with your business, but they do not provide guidance for planning for the future. The advisory services listed below are more forward-looking.

  • Budgeting and Forecasting
  • Cash Flow Monitoring and Management – both short term and long term
  • Identification and Periodic Review of key leading indicators for improved revenue/cash position/net profit
  • Liaison between client’s business and bankers/creditors/investors
  • Unlimited Consultations to cover any questions you may have
Cartoon illustration featuring a report with a graph, coins, a calculator, and a pie chart, representing financial reporting and analysis services.

Professional Accounting
with Precision

Reach out today to discover exceptional accounting and bookkeeping services, meticulously tailored to meet your specific business needs.

Schedule a Free Discovery Call

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