Solutions for Small Businesses
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.
~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