As a small business owner, you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!
Each month we’ll do the following things for you:
Reconcile your bank, credit card, PayPal, Venmo, or other accounts
Generate an income statement aka Profit & Loss Report
Generate a Balance Sheet so you have insight into Bank accounts, loans, payables, and receivables.
Clean up your Chart of Accounts
Provide email and phone support
Work with you to set financial goals
Provide tax savings strategies
These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding tax preparation, or any of our other services.
We are fully trained with the following bookkeeping/accounting software: