Areas of Practice

Bookkeeping

Our monthly bookkeeping service includes

  • Initial Setup

  • Monthly service

    • Transaction classification and book entry

    • Account reconciliations

    • Month end close

    • Reports

      • Income statement

      • Balance sheet

  • Catchup and cleanup (Years or months of undone accounts?) *Pricing varies

Financial Analysis

After having the financial results the next phase is to make sense of the numbers and see if the financial results meet the bank or owner’s requirements.

Budgeting & Forecasting

Budgeting is a tool to help owners stay within their spending means and forecasting adds a layer of direction based on a particular goal. Monitoring these numbers against actuals is a very powerful tool in achieving business success.