Account reconciliations - ie. Bank accounts, Credit cards

Revenue and Expense classification

Sales tax reconciliation and filing

Cash flow forecasting

Monthly financial reports

Let’s discuss those numbers and what they mean! We will analyze the health of your business via monthly financial reports.

We will help you create a comprehensive analysis of your business's financial future to help you make sound business decisions.

We can analyze your general ledger accounts to ensure that all balances are reconciled. Once accounts are up to date and reconciled, we will set up your company’s books on our preferred accounting software packages.

We work with a preferred partner to ensure that your payroll is completed properly and accurately.

We will take a look at your books and prepare a year end package to submit to your external accountant for your company’s year end tax filing. Accountants will appreciate an organized year end package instead of a shoe box of receipts. We work with you to get your business year end ready!

We offer training packages for business owners that would like to handle their own bookkeeping.