As a business owner you have more important things to do than to keep your own books. We take care of your books for you from A to Z, or any combination thereof, so you can get back to the job of running your business and generating profits! We can do it in your office or ours. If the work is to be done at our offices you would scan your bookkeeping documents and send them to us via a secure portal or we can pick them up at your office according to your schedule.
We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to call us whenever you have a question or concern.
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Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
Having us reconcile your account each month allows you to…
An income statement, otherwise known as a profit and loss statement, basically adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to come up with a profit or loss for the period. An income statement allows you to…
A balance sheet gives you a snapshot of your business’ financial condition at a specific moment in time.
A balance sheet helps you…
Balance sheets, along with income statements, are the most basic elements in providing financial reporting to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you.
The general ledger is the core of your company’s financial records. These records constitute the central “books” of your system. Since every transaction flows through the general ledger, a problem with your general ledger throws off all your books.
Having us review your general ledger system each month allows us to hunt down any discrepancies such as double billings or any unrecorded payments. Then we’ll fix the discrepancies so your books are always accurate and kept in tip top shape.
If you already manage or plan to manage Quickbooks on your own, we can help. We have a QuickBooks Pro Advisor on staff with over 15 years of experience. Let us help you get set up correctly and train your staff to use it. Schedule an appointment.
Certified QuickBooks ProAdvisors are experts who have been tested and certified by Intuit on a range of QuickBooks products. They are typically CPAs, accountants, bookkeepers and small business advisors. We help businesses get the most out of their QuickBooks software and provide a range of services, including: QuickBooks setup, training, payroll and consulting, among others.