Services
Bookeeping
Classify & record transactions
We take our client bank statements, credit cards, loans, and anything else that business money runs through, then record and arrange them into their proper buckets AKA categories in QBO.
Reconcile transactions
We making sure that everything in the accounts is suppose to be in there. Also, seeing if there are any pesky uncleared checks and more.
Produce draft financial statements
Pull the numbers and transactions into reports to review them for accuracy.
Produce final financial statements
The core statements are the income statements (aka profit & loss), balance sheet, and statement of cash flows. Different reports can be made depending on the business’s needs.
Accounts Payable
Helping clients to set up processes for your AP, managing, recording your bills, and monitoring them so you know when bills need to be paid.
Accounts Receivable
Helping clients invoice and track the money that is owed to them. Just like when paying a bill, clients have money going out. On this one, clients get to have money coming in, which is always our favorite.
Payroll
No one likes payroll, not even us. Ugh, However, we partner with a local payroll company that eats, breaths, and sleeps payroll. Clients are in the best possible hands.
Our exceptional clients get access to the Advisory Services
Cash Flow Analysis
If you’re wondering where your money went, this one is for you. Cash is still one of the most important things in running a business. If we have it life is good. If we don’t, life can be stressful.
Budgeting
Sometimes we think when people hear the word budgeting, it’s like they hear a four letter word. At the end of the day, a budget is just a plan. It doesn’t keep us from spending money, and it helps us have money for the thing we want and need.
Identifying KPI’s
KPIs are Key Performs Indicators. It’s just a fancy way of saying money or number goals. Do you have a goal to bring revenue up 15% over the next year? That’s an example of a KPI.
Benchmarking
Now normally, we are not advocates of comparing ourselves to others. However, when it comes to benchmarking, well, make an exception. It’s just that, comparing the health of a portion or all of the business to, most of the time, other businesses that are in the same industry, size, and location.
Forecasting
We wish we could tell the future, but unfortunately, that is not currently part of our skill set. Forecasting in our world means making predictions about what the health of the company is going to be by using financial data. Now, they are just predictions. Some things you can’t account for, but there are ways to weather the storm better.
Streamline Financial Processes
Are your financial process so out of wack your do not know up from down? This would be a good fit. We work with our clients to put into place processes that set them up for success, and nothing is falling through the cracks.
Testimonials
Together we'll make sure we are the best fit and what the next steps should be.
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