Our Services
Simple Start
Classify your bank transactions on a daily basis to ensure that you have a clear & consistent gauge of your cash flows for your business, and are properly able to make informed & calculated management decisions, and that your transactions are properly categorized by income & expense accounts to match your Form 1040 Schedule C, to ensure the optimal tax liability reduction.
Reconcile your various bank accounts to ensure properly maintained and digitalized records.
Create reports per your request so that you can gauge and monitor the growth, performance, and financial health of your business, and compare results on any period over period basis, as you see fit.
Budget cash flow management and provide customized budgeting setup and oversight, for subsequent monitoring by line item for your various income & expense categories.
Maintain clean digital bookkeeping records to provide ease of reference going forward, in the case one wants to bring on future business partners, engage in business dealings where one must present a clean & compliant set of books, or even sell the business.
Prepare your Financial Statements; Profit & Loss, Balance Sheet, Statement of Cash Flows, General Ledger, Accounts Payable Aging, Accounts Receivable Aging, Expenses by Vendor, Revenue by Customer, and more reports, as necessary.
Business Essentials
Classify your bank transactions on a daily basis to ensure that you have a clear & consistent gauge of your cash flows for your business, and are properly able to make informed & calculated management decisions, and that your transactions are properly categorized by income & expense accounts to match your Form 1040 Schedule C, to ensure the optimal tax liability reduction.
Reconcile your various bank accounts to ensure properly maintained and digitalized records.
Create reports per your request so that you can gauge and monitor the growth, performance, and financial health of your business, and compare results on any period over period basis, as you see fit.
Budget cash flow management and provide customized budgeting setup and oversight, for subsequent monitoring by line item for your various income & expense categories.
Maintain clean digital bookkeeping records to provide ease of reference going forward, in the case one wants to bring on future business partners, engage in business dealings where one must present a clean & compliant set of books, or even sell the business.
Prepare your Financial Statements; Profit & Loss, Balance Sheet, Statement of Cash Flows, General Ledger, Accounts Payable Aging, Accounts Receivable Aging, Expenses by Vendor, Revenue by Customer, and more reports, as necessary.
Host monthly business consultation calls to enable optimum growth potential from the optimization & budgeting of cash flows.
Create your bills & invoices, send them out, and track incoming & outgoing payments (full-service A/P & A/R management there-in).
Business Advanced
Classify your bank transactions on a daily basis to ensure that you have a clear & consistent gauge of your cash flows for your business, and are properly able to make informed & calculated management decisions, and that your transactions are properly categorized by income & expense accounts to match your Form 1040 Schedule C, to ensure the optimal tax liability reduction.
Reconcile your various bank accounts to ensure properly maintained and digitalized records.
Create reports per your request so that you can gauge and monitor the growth, performance, and financial health of your business, and compare results on any period over period basis, as you see fit.
Budget cash flow management and provide customized budgeting setup and oversight, for subsequent monitoring by line item for your various income & expense categories.
Maintain clean digital bookkeeping records to provide ease of reference going forward, in the case one wants to bring on future business partners, engage in business dealings where one must present a clean & compliant set of books, or even sell the business.
Prepare your Financial Statements; Profit & Loss, Balance Sheet, Statement of Cash Flows, General Ledger, Accounts Payable Aging, Accounts Receivable Aging, Expenses by Vendor, Revenue by Customer, and more reports, as necessary.
Host monthly business consultation calls to enable optimum growth potential from the optimization & budgeting of cash flows.
Create your bills & invoices, send them out, and track incoming & outgoing payments (full-service A/P & A/R management there-in).
Track your inventory levels by product unit description.
Compute financial forecasts, projections, and strategic advisory.