As a small business owner, you consistently worried about the bottom line. Are you making enough money to continue your dream? However, it is difficult to keep track of your finances with the numerous duties that your office requires. Furthermore, there is so much paperwork that it is easily possible for records to be lost, duplicated or for some potential legal liability to occur. Let us help you do the tracking of your finances and watch the money continue to pour in.
Each month or quarter we'll do the following things for you...
- Reconcile your bank account
- Generate an income statement
- Create a balance sheet
- Generate a P&L
- Clean up your general ledger
- Provide unlimited consultations
We are easily flexible as you can customize any of our service packages with tax preparation services, payroll and other services that will help you continue to see growing profit in your company.
Our Approach
Income Statement
Income Statements are an inventory list of your revenues and expenses. They allow you to identify your most profitable sources of income while addressing some of the most unnecessary expenses.
We can provide you with an income statement that allows you to...
- Stay on top of your revenues and expenses to continue making your business efficient.
- Identify areas that are under-performing to help make tough decisions about revenue much easier.
- Target wasteful spending that is hampering your business by uncovering expenses that are dramatically high.
- Identify products in comparison with your full line of other products to determine which products are selling well.
- Determine how much tax you owe by reviewing your finances and determining your liability.
Balance Sheet
A balance sheet gives you a snapshot of your business' financial condition at a specific moment in time. Balance sheets allow you to see a snapshot of your business.
We can produce a balance sheet that helps you..
- Analyze trends in your small business. We can analyze such data like receivables and payables that will help you make appropriate decisions for your company.
- By having this data readily available, you can easily determine what decisions are needed for your business.
- Determine if your business is in a position to expand.
- Determine if your business can easily handle the normal financial ebbs and flows of revenues and expenses?
- Determine if you need to take immediate steps to bolster cash reserves?
- Determine if your business has been slowing down payables to forestall an inevitable cash shortage?
Both balance sheets and income statements can help provide the data needed to potential investors and we can you receive the money you need with our service packages.
Bank Reconciliation
There are many factors that go into maintaining your bank account that simply keeping a checkbook. Our constant tracking and reconciling of your business checking will allow to stay up to date.
Having us reconcile your account each month allows you to...
- Defend against inefficiency in your business by tracking down lost transactions.
- Defend against any unjustified bank charges by eliminating unjustified transactions and protect the integrity of your bank account and prevent embezzlement of your account.
By having us reconcile your bank account, you can…
- Protect yourself. Protecting yourself from fraudulent activity can help save you from future legal liabilities.
- Sleep Better. With your bank account well-kept, you can have a peace of mind knowing that all funds and transactions are properly noted allowing you to rest easy at not.
Our Story
Ready to talk?
Ready to talk to us about your personal or financial goals? Click the button and contact us!