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SERVICES

Solutions for Small Businesses

Green Leaves
Green Leaf
Succulent

CATEGORIZE & RECONCILE

Ensuring all transactions are accounted for and categorized correctly will help you stay informed of the financial health of your business. 

~Properly categorize income and expenses in Quickbooks

~Attach receipts for deposits and expenses to each transaction

~Reconcile bank, credit card, and loan statements

FINANCIAL REPORTING & ADVISING

Monthly and yearly financial reports will ensure you can understand and properly analyze the financial performance of your business.

~Income Statement

~Balance Sheet

~Statement of Cash Flows

~Yearly reporting to your tax preparer

BUDGET ANALYSIS & REPORTING

Creating and sticking to a budget will help you see the value of the services and products you provide and what is and is not working. 

~Creation of customized budget and forecasting models

~Monthly actual vs. budget reporting and analysis

~Yearly review and analysis to assist you with budget preparation


Services not provided: tax preparation/filing, legal advice, manual payroll

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