SERVICES OFFERED

• Accounts Payable & Receivable

  • Manage incoming payments and outgoing bills to keep your cash flow organized and your vendors and clients on track.

• Bank Reconciliation

  • Ensure your financial records match your bank statements each month to maintain accurate, audit-ready books.

• Financial Transaction Recording

  • Log all business transactions promptly and accurately to give you a clear picture of your financial activity.

• Monthly Book Closing & Reports

  • Close out your books each month with detailed financial reports that support smarter business decisions.

• Financial Statements: Income Statement, Balance Sheet, and Statement of Equity

  • Prepare clear, reliable financial statements to show how your business is performing and where it stands.

• Budgeting and Forecasting

  • Build practical budgets and financial forecasts to help guide your business growth and spending plans.

• Tax Prep Support

  • Stay organized and ready for tax season with well-prepared financials and documentation for your CPA or tax advisor.

• QuickBooks Online Certified Support

  • Leverage our expertise in QuickBooks Online to streamline your bookkeeping and get the most from your software.

• Software/Process Consulting & Staff Training

  • Evaluate and improve your financial systems with support and training tailored to your business needs.

• Liaison with CPAs and Tax Authorities

  • Work directly with your accountant or tax agency on your behalf to resolve questions and ensure compliance.

• Payroll (optional for future)

  • Set up and manage payroll processing, ensuring employees are paid correctly and on time, with tax compliance in mind.