• Bank reconciliation…
  • Identify lost checks, lost deposits, or unauthorized wire transfers.
  • Detect and prevent embezzlement of funds from within your business.
  • Track your business growth and manage your cash effectively.
  • Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.
• Income statements…
  • We will provide you with regular profit / loss statements that will help you track the operating costs of your business.
  • Understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.
  • Track increases in product sales or returns as a percentage of your sales.
  • Determine your current tax liability.
• Balance sheets…
  • Gives you a snapshot of the financial health of your business at any given point of time.
  • Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.
  • Balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.
• General ledger management
  • We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.
• Unlimited consultations

We can also customize our service to you by adding…

• Payroll management.
• Tax planning and preparation.
• Any number of a wide variety of financial services that would benefit your business.