Our Services
How can we help you?
We’ve created systems to make sure transactions are recorded properly and create a customized client checklist that is tailored to your needs. Every month we send you an income statement, balance sheet, and provide the detail of all your transactions. You’ll see income and expense trends, whether or not your invoices were paid, and how much you owe. This will help you save money at the end of the year by maximizing your tax deductions and having tax-ready financial statements. Giving monthly financial reports also reduces the risk of fraud. We work with your CPA to make sure that everything is in order for tax filing season. That’s just the beginning. Please more of what we offer below:
Bookkeeping Services
- Data entry of all business transactions
- Preparation of accurate and timely financial reports
- Monthly reconciliation of bank and credit card statements
- Monthly phone meetings to review the numbers
- Access financial reports online with Quickbooks Online
Additional Services
- Income statement (Profit & Loss Statement)
- Clean up of previous tax years
- Financial Analysis
- Software set-up (installation), upgrade, and/or removal (uninstallation), and training.
Other Services
- Notary Public (for more information, click on link)
Need to learn more? Please visit our about us page.