SERVICES
CHART YOUR COURSE TO FINANCIAL CLARITY
Clear and insightful financial data is the foundation for effective decision-making. Our comprehensive bookkeeping services provide the essential tools and expertise to navigate the complexities of your business, ensuring you have a clear path to achieve your financial goals. View our competitive Pricing plans...
Categorizing TransactionS
Organizing financial transactions into appropriate categories for accurate financial reporting, performed weekly.
MONTHLY reCONCILIATION
Ensuring your accounts are reconciled at the end of each month to match bank statements and other financial documents.
YEAR-END reCONCILIATION
Conducting a thorough reconciliation at the end of the fiscal year to ensure all financial records are accurate and complete.
Receipt Management
Collecting, organizing, and recording all business-related receipts to ensure accurate tracking and categorization of expenses. This service is contingent upon the client agreeing to upload all receipts to a designated receipt management service.
MONTHLY FINANCIAL REPORTING
Providing detailed financial reports by the 10th of the following month, contingent on timely receipt of necessary information.
Profit and Loss Statement: This report, also known as the income statement, summarizes your revenues, costs, and expenses during a specific period. It provides insights into your company's ability to generate profit by increasing revenue and reducing costs.
Balance Sheet: This statement provides a snapshot of your company's financial position at a specific point in time. It details your assets, liabilities, and equity, showing what your business owns and owes.
Statement of Cash Flows: This report shows how changes in the balance sheet and income statement affect cash and cash equivalents, breaking the analysis down to operating, investing, and financing activities.