Bookkeeping

Bookkeeping is a detailed process that ensures your books are done correctly. When your financials are in order it allows your more control of your decision making. By keeping transactions in the correct accounts, end of year taxes will be a breeze and save you time and money.

Categorize Transactions

Your expenses and income sources are meticulously categorized to make sure you don’t miss any deductions at tax time. All of your transactions will be properly categorized and coded to the correct accounts. By keeping transactions in the correct accounts, end of year taxes will be a breeze and save you time and money.

Reconcile Accounts

When accounts are reconciled we are ensuring that everything is accounted for in your checking, savings and credit accounts. This gives business owners peace of mind that their books are well organized and up-to-date.

Financial Statements

Better information allows for better decision making. We know how important it is to have a full picture of your financial standings. Customized reports are sent to you each month, to make sure you see the most relevant information possible. We care about your success and want to make sure you have answers to the questions you haven’t even asked yet.

Many reports will be the same each month, but we love finding relevant information to send you as well. Like quarterly comparisons of various accounts or vendors. Never have we been told, “please stop sending me such great information about my business,” so we think we’re onto something here!

When we send you your financial statements, we also provide time to meet with you to talk about things in laymen’s terms and answer any questions you may have.

Adjustments

Sometimes you may have accounts that need to show adjustments (things like prepaid insurance). We keep those accurate to show your true standings.