Not quite ready for a full-time bookkeeper but need some help with expense categorization, journal entries or financial statement preparation? We offer monthly, quarterly and annual services to help you keep your accounts up to date so you can use the data to plan and budget your business more efficiently. We are happy to meet with you to discuss your unique situation and work out plan to help you.
Great for businesses that do their own banking, such as writing checks and making deposits. We will reconcile your checkbook and cash accounts monthly, giving you piece of mind that your checkbook is accurate and your cash is accounted for.
You will know where your business stands monetarily and financially, which can help you make better real time decisions.
Great for businesses that need some help with their quarterly filings, such as sales tax and estimated income tax payments.
We will also keep your financial records up to date for tax planning and filing.
The most basic and affordable option. This service is great for smaller businesses with a lower number of deposits and expenses.
We will prepare a set of financial statements to help get you organized for your annual business tax return filing.