Our Services
From proper account setup to monthly maintenance, we provide you with the financial literacy and transparency needed to understand the financials of your business.
All Services
Our Full Range of Services
Company Setup
To ensure financial clarity, the proper setup of your business structure is integral. This is where we tailor the chart of accounts to your specific business and industry.
Accounting Cleanup
If you already have your account setup, we'll do a comprehensive review to ensure that your chart of accounts are tailored to your specific business and industry and is accurately reflecting the financial metrics of your business
Monthly Bookkeeping
Once the chart of accounts are properly setup, we focus on categorizing and reconciling all your income and expenses so we can get a clear picture of where you're generating your income and in what areas you're spending your money
Monthly Review
The monthly review phase is for you to ensure you understand how the business has changed month over month and capture any new changes to your business and for you to ask any questions
Profitability Analysis
Once all the questions are answered, then we run a profitability analysis report to access the profitability in all aspects of your business
Monthly Budgeting
After the profitability analysis, I will determine if incorporating a monthly budget is the best course of action to help expedite the growth of your business
Monthly Tax Preparation and Filings
At the end of every month, quarter, and/or fiscal year, we’ll ensure that we have all the necessary information and documents needed to file our state and federal taxes on a timely basis
Monthly Comprehensive CPA Review
At the end of every month, I will speak with your CPA to ensure that all industry standards have been met and to ensure a hassle-free tax filing season.
Ready to Simplify Your Finances?
Let us handle the numbers so you can focus on growing your business.