The key to a successful business is always financial and record keeping is a vital foundation of that success.

​

• 24 hour or less response time

• Interfacing with CPAs, Tax preparers

• Track/Post expenses/deposits

• Timely payments to vendors/suppliers/employees and state & federal taxes preventing late fees and fines

• Create financial statements/reports - Review and analyze where the financial health of the business, it's strengths and weaknesses

• P & L Statements: Required by lenders for capital loans; required when selling a business

• Monthly AR Aging Reports to ensure timely incoming deposits

• Track growth; review analytics to determine which efforts or products are most effective, which marketing works both vital for future planning

• Report prep for CPA/tax preparers at tax time.  Organized tax documents save time for the CPA and for the business

• Focusing on your vision, let us handle all bookkeeping duties

​

 

​