Our Services

We offer a variety of services

Bookkeeping

Monthly Bookkeeping

When a company becomes a client, we start by developing a strategy that is customized to their specific goals and needs. Then we assign a dedicated bookkeeper who will be implementing the monthly production of that plan.  The client will be updated on a regular basis will any necessary communication to ensure the accounting is accurate and up-to-date.  Typical bookkeeping services include downloading bank activity, classifying transactions, reconciling accounts, and ensuring all of the financial data is in proper order.

ADVICE

Financial Advising

Our monthly service includes many advising aspects. Our team strives to determine areas within the financial data that can be improved upon. Our clients are presented with monthly financial reporting and explanations. We also offer a variety of other advising services, such as budgeting and competitor benchmarking.

TAX

Tax Preparation and Filing

Our bookkeepers are continually working to keep all of the financial data ready for review. Each month is scrutinized to determine the information is accurate and complete. When the tax season approaches, we are in direct communication with the client’s tax preparer to communicate all of the financial details. Our clients can also choose to have us prepare and file their taxes. Either way, it can be stress-free and seamless.

Get Started!

I would love to have a chat about your needs and goals and determine if we can help you with your business bookkeeping.

 

Schedule a FREE consultation!

 

Pin It on Pinterest