Quality, not quantity

• Transaction Processing:

  • Entering and categorizing bills and invoices

  • Recording income and expenses

  • Reconciling bank statements and credit card accounts

  • Managing accounts payable and receivable

• Financial Statements:

  • Preparing monthly, quarterly, and annual reports

  • Balance sheets

  • Income statements

  • Cash flow statements

• Accounts Receivable Management:

  • Sending invoices

  • Tracking outstanding payments

  • Collecting past-due invoices

• Bill Pay Services:

  • Scheduling and paying bills electronically

  • Ensuring timely payments to avoid late fees

• Bookkeeping System Setup:

  • Choosing and implementing accounting software

  • Chart of accounts setup

  • Internal controls creation

• Tax Preparation Assistance:

  • Working with your tax advisor to prepare tax returns

  • Providing organized and accurate financial data

Advanced Services:

• Budgeting and Forecasting:

  • Creating financial models and projections

  • Tracking variances between budget and actual results

• Financial Analysis:

  • Identifying trends and opportunities in your financial data

  • Providing insights to support informed business decisions