Professional Bookkeeping
& Accounting Services
Partnering with your business to achieve financial flexibility
Our bookkeeping strategy is proven to help you achieve success.
STEP ONE
Accuracy & Timeliness
Get your business’s bookkeeping up-to- date and accurate on a consistent basis
STEP TWO
Advice & Guidance
Regular meetings collaborating about what the financials are telling us about your business
STEP THREE
Take Action
Make adjustments striving toward financial flexibility and business success
Our Popular Services
All services can be done online in the cloud, collaboratively with you!
Monthly/Quarterly Bookkeeping & Accounting
- Detailed review and categorization of each transaction coming through bank and credit card accounts
- Review of each Balance Sheet and Profit & Loss category
Financial Statement Preparation
- Matching each category to reports provided to your business (Bank statements, loan statements, etc.)
- Review of Balance Sheet, Profit & Loss, and Statement of Cash Flows reports
Interpretation & Advisory Meetings
- Explanation of what the financials are telling us about your business
- Discussion of business successes and opportunities
- How to make changes to continue to strive towards financial flexibility
Historical Bookkeeping Clean Up
- Providing services to get your business financials up-to-date
- Detailed Financial Statement Preparation and Interpretation & Advisory meeting to discuss where the business is financially and steps to take to achieve success
Results you can expect from our bookkeeping services
Clear Financial Picture
Targeted advice
Risk Mitigation
Stable Growth
Business Investment
