Personalized Services

Bookkeeping

Monthly categorizing of expense and revenue transactions. Account reconciliation including banks, credit cards, loans and point of sale/merchant services. Adaptable to any financial software.

Payroll Management

Basic weekly, biweekly or monthly payroll processing through your desired software program. This includes editing employee's information, timesheets, PTO and more.

Monthly, Quarterly, Yearly Financial Reports

Profit & Loss, Balance Sheets, Cash Flow, Classes/Locations, and more as requested, tailored to your specific needs.

Financial Analysis

This service is included as a basic formality when observing cash flow and Chart of Accounts. If additional consultation is required, additional scheduling and fees apply.

Professional Business Organization

In-Office, personalized business organization including financial software set up for new and existing business owners. Additional travel fees apply.

Small Business Consultation

This service is provided after a financial analysis, a visit with the owners, discreetly observing employees, researching marketing efforts and a walkthrough your physical location.

Legal Notice

The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax or financial advice from your own accounting and tax professional(s). You should consult with a Certified Public Accountant before embarking on any business venture. Presentation of the information in not intended to create, and receipt of information does not constitute professional relationship unless otherwise expressly agreed upon by both parties.

Contact

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