Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following accounting and bookkeeping services, which benefit your business in the following ways…

• Bank reconciliation…
  • Identify lost checks, lost deposits, or unauthorized wire transfers.
  • Detect and prevent embezzlement of funds from within your business.
  • Track your business growth and manage your cash effectively.
  • Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.
• Income statements…
  • We will provide you with regular profit / loss statements that will help you track the operating costs of your business.
  • Understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.
  • Track increases in product sales or returns as a percentage of your sales.
  • Determine your current tax liability.
• Balance sheets…
  • Gives you a snapshot of the financial health of your business at any given point of time.
  • Identify and analyze trends in receivables and payables and take prompt action to keep those trends going in a direction beneficial to your company.
  • Balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.
• General ledger management
  • We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.
• Unlimited consultations

We can also customize our service to you by adding…

• Payroll management.
• Tax planning and preparation.
• Any number of a wide variety of financial services that would benefit your business.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!