SERVICES

MAIN DELIVERABLES

Financial Reporting

We provide you with a detailed, visual presentation of the 3 Financial Statements: Balance Sheet, Income Statement, and Statement of Cash Flows. All numbers are explained to you so that you know where they're coming from, and why they have changed over time — no more guesswork on your part!

Basic Bookkeeping

We make sure that all transactions related to your business are recorded and correctly classified in the system, on a timely basis. To do this, we start with a customized Chart of Accounts based on the principal activities of your business, and conduct a thoroughmonthly reconciliation of your bank accounts.

Training & Support

We serve as your main source of guidance and expertise when it comes to understanding your books. You can always expect regular, ongoing communications from us — email responses within 24 hours and 1-on-1 meetings every month.

ADD-ONS

Accounts Receivable
  • Prepare invoices for customers

  • Send invoices & follow-up with customers

  • Monthly aging review

Budgeting & Benchmarking
  • Comparison of financial reports from multiple time periods

  • Comparison of numbers between financial reports

Accounts Payable
  • Enter bills into system

  • Prepare bills for approval

  • Monthly aging review

Accounting Software Setup
  • Consult Client's needs to match with best software subscription

  • Create new accounting file & update basic info & settings

Tax Preparation
  • Prepare year-end Income Statement (P&L)

  • Convert annual report into cash basis (if needed)

  • Liaise with Tax Professional

Historical Cleanup
  • Initial assessment of books & most recent financial statements

  • Priced per month of cleanup needed

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Interested in our services?
Schedule a free 1-hour consultation with us now.
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