We create service plans as unique as you, your business, and the community you serve.
You keep Americans safely driving to school, work, vacation, and everything in between. You deserve a clear financial roadmap to business growth and personal financial security.
Services that we offer include:
Financial Road Map
Do you know where your business stands financially or where it’s going financially? We can set up an easy to understand road map that allows you to know that your business has the ability to thrive financially.
Recording and organizing of financial transactions
We properly record and organize your business transactions for tax time and financial report preparation. This allows you to know that your financial reports are presenting accurate information and that when the tax time comes around, you have the peace of mind that you’re paying the absolute lowest possible amount.
Reconciliation of bank accounts and credit card accounts
We ensure that all of the transactions in your accounting software are in line with actual spending and monthly statements. Why does this need to happen? Well, it never fails that duplicates or incorrect transactions end up in the accounting software. This ensures that those transactions are taken care of. We sure don’t want you paying more in taxes than you have to.
Monthly Financial Statements
We help you understand your businesses financial position with monthly preparation of the three key financial statements; the balance sheet, income statement and statement of cash flows. But what good would these financial reports be if you don’t understand what they mean? They would be useless! That’s why we go the extra mile a create a video recoding of all the financial statements explaining what they mean and how the business is perfoming.
Monthly Review Meetings
Every month we set aside a block of time just for you. Why? Because you’re worth it! We want to make sure you understand the finances and know where the business is headed. Otherwise we wouldn’t be doing our job correctly.
Additional Services:
Clean Up of your finances
Has the bookkeeping and financial upkeep fallen behind? That’s ok, we can work with you to get everything back up to speed.
Accounts Payable/Billling Management
Sometimes making sure the bills get paid is a daunting task. We can work with you to create a process to ensure the bills get paid correctly and on time.
Accounts Receivable/Invoicing Management
We all like to see the money flow into the business but following up on past due invoices is hard work. We can work with you to ensure the money keeps flowing into the business.
Payroll
Do you have employees that need to be paid? Do you need to make sure that the payroll taxes and forms are handled properly? We’ve got you covered on that front.
Accounting Software Setup and subscription
New to accounting software? Not a problem! We offer accounting software setup, subscription management and training in Quickbooks Online and Quickbooks Desktop.
Receipt Management
If you didn’t know, keeping receipts is required by the IRS. And sorry but bank and credit card statements don’t count as sufficient documentation. Obnoxious, we know, but we offer easy setup and use of receipt management software.
