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SERVICES
Solutions for Small Businesses
CATEGORIZE & RECONCILE
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Ensuring all transactions are accounted for and categorized correctly will help you stay informed of the financial health of your business.
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~Properly categorize income and expenses in Quickbooks
~Attach receipts for deposits and expenses to each transaction
~Reconcile bank, credit card, and loan statements
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FINANCIAL REPORTING & ADVISING
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Monthly and yearly financial reports will ensure you can understand and properly analyze the financial performance of your business.
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~Income Statement
~Balance Sheet
~Statement of Cash Flows
~Yearly reporting to your tax preparer
BUDGET ANALYSIS & REPORTING
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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.
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~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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