Bookkeeping

We’ll manage the numbers, while You manage your business.

As a small business owner,  you have more important things to do than to keep your own books.  Focus your efforts and spend more time working on your business and generating profits.  Having us reconcile your books every month will set your business up for success by managing cash flow and identifying any issues quickly and efficiently.   We provide a full suite of services and will take care of your business like it is our own,  helping you to succeed and making the process of filing your taxes with us simple and easy.   We provide you with a dedicated business manager who will specialize in your account,  our state-of-the-art Client Portal to easily and securely upload your documents, pay your bill, and review your financials!

Financial Reports That Matter

 

  • Profit & Loss Statement – A monthly breakdown of sales, cost of sales, and expenses
     
     
  • Balance Sheet – A summary of your assets, liabilities, and equity
     
     
  • Cash Flow Statement – A monthly breakdown of where your cash went
     
     
  • General Ledger Report – A record of your transactions for the month – deposits, payments, and more
     
     
  • Prior Year Financial Reports – 12 month trend analysis

sERVICES