Recording Financial TransactionsLog daily Log daily sales, purchases, expenses, and receipts into your accounting system.
Bank & Credit Card ReconciliationMatch your Monitor and categorize business expenses for card statements to catch errors and discrepancies
Expense TrackingMonitor and categorize Monitor and categorize business expenses for budgeting and tax purposes.
Financial Statement PreparationGenerate Generate balance sheets, profit & loss statements, and cash flow reports. Statements will be prepared on a monthly or as needed basis.
And MoreOther services can be discussed Other services can be discussed such as AP/AR, Payroll, clean-ups, invoice/billing management, consulting, etc.nt.
Better financial visibility
Know exactly how your business is performing so you can plan and grow with confidence.
Tax readiness
Clean, organized records help you avoid problems during tax season and ensure you are claiming all available deductions.
Time savings
Focus on running your business while we handle the details of your financial records.
Compliance support
Stay on top of state and federal reporting requirements with accurate and timely financial reports.
My goal is to provide any combination/arrangement of these services at an affordable cost.
Check out the Get Started page for more information on how price of service is determined for your needs.
Sole Proprietors & Independent Contractors
Service Based Businesses
LLCs & S-Corps
Startups & Growing Small Businesses
Retail & Trades