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Business Accounting
As a business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits!
Each month or quarter we’ll do the following things for you…
- Reconcile your bank account
- Generate an income statement
- Generate a balance sheet
- Clean up your general ledger
- Provide unlimited consultations
These tasks form the solid foundation of your business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Bank Reconciliation
Accurate, Monthly Reconciliation to Keep You in Control
We reconcile your business checking accounts each month to ensure your books are accurate and your finances are running smoothly. This critical service enables you to:
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Detect lost checks, missed deposits, and unauthorized transactions.
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Identify and prevent excess bank charges and ensure transactions are posted correctly.
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Spot and stop potential fraud or embezzlement early.
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Understand your financial standing with properly reconciled and up-to-date accounts.
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Manage cash flow more effectively to support growth and stability.
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Protect your business from liability by addressing unauthorized or fraudulent activity in a timely manner.
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Enjoy peace of mind knowing your accounts are balanced, secure, and professionally monitored.
Income Statement (Profit & Loss Statement)
Gain Insight Into Your Business Performance
An income statement provides a clear summary of your revenues and expenses, ultimately showing whether your business is operating at a profit or a loss during a specific time period. This report allows you to:
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Monitor performance by tracking income and expenses.
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Identify areas that are over or under budget.
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Pinpoint specific costs—such as supplies, communications, or returns—that may require attention.
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Analyze trends in cost of goods sold and profit margins.
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Accurately estimate income tax obligations.
Balance Sheet
Understand the Financial Health of Your Business
The balance sheet offers a snapshot of your business’s financial condition at a specific point in time. It helps you:
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Quickly assess financial strength and borrowing capacity.
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Analyze receivables and payables to manage working capital more efficiently.
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Evaluate your readiness to expand or invest.
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Determine whether your business can sustain seasonal fluctuations in revenue and expenses.
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Identify potential cash flow concerns before they become critical.
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Provide key financial data to banks, investors, and vendors when applying for credit or funding.
Maintaining a Clean General Ledger
Ensure the Accuracy of Your Core Financial Records
The general ledger is the foundation of your accounting system. All financial transactions flow through it, so accuracy is essential. Our monthly reviews help you:
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Identify and correct discrepancies, such as double billings or unrecorded transactions.
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Maintain consistently accurate and audit-ready financial records.
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Prevent small issues from becoming costly errors down the line.
Ongoing Consultations
Clarity and Guidance When You Need It
We’re not just here to deliver reports—we’re here to help you understand them. We welcome your questions and offer consultations as needed, so you can make informed financial decisions with confidence. Whether it’s budgeting, planning, or interpreting your financial data, our team is always available to support you.
We want to hear from you!
Please fill out this form and let us know how we can be of service. We will happily offer you
a free quote and discuss your taxes to assess what services are needed.