Small Business Accounting

Let us take care of your books, so you can take care of your business.

 

We take the time to get to know you and your business and customize the level of service to your needs.  Our basic level of service includes:

- Bank and Credit Card Reconciliations

- Profit and Loss Report

- Balance Sheet Report

- Budget vs Actual Report (as applicable)

- Consultations and review of reports

The most common frequency of reporting is monthly or quarterly but we can do any frequency that works best for you and your business.

 

Most of our work is completed remotely and your reports will be sent via our secure portal.  Consultations can be done virtually or in person.

 

Need more than just bank recs and basic reports?  Not a problem! Below is a list of other services and tasks available as well as all of our other tax and consulting services.

- Accounts Payable Reporting

- Bill Pay

- Accounts Receivable Reporting

- Invoicing

- Budget Creation

- Cash Flow Projections

- Growth Projections and Planning

- Franchise Reporting

- Payroll

- Tax Planning

- QuickBooks Online Discounted Subscriptions