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Accounting Services

As a small business owner, you want to stay on top of your finances but do you have the time to do it yourself? I manage your bookkeeping so that you have more time to run your business and grow your profits!

Each month or quarter, I will do the following for you:

  • Reconcile your bank account

  • Generate an income statement

  • Generate a cash flow statement

  • Generate a balance sheet

  • Clean up your general ledger

  • Provide consultations 

These tasks form a solid foundation for your small business and really give insight into how well your business is doing and how to plan for the future.

Are you a non-profit organization or local government looking for similar services? These are services available to you as well. You can customize your services by adding other accounting and consulting services and creating the service package that fits the needs of your organization.

Accounting: Services

Bank Account Reconciliation

Do you know how your business is doing? You can't really know unless all accounts are reconciled and properly verified on your financial statement. My services help you manage your cash more effectively. Proper management of funds not only saves money, it makes money for you. 

Having my company reconcile your account each month allows you to identify lost checks, lost deposits, and unauthorized wire transactions. We ensure that all transactions are posted correctly by your bank. Through timely reconciliation, you can promptly object with your bank regarding any unauthorized, fraudulent or forged checks presented against your account, relieving your business of the responsibility. 

Let me help you protect your business and allow you the peace of mind knowing your financial accounts are reconciled, in balance, and properly verified.

 Add-On Services

Add-On Services

  • Set up your accounting system in Quickbooks(R) or Quickbooks Online

  • Catch-up transaction entry from previous months using bank statements, receipts, or whatever information you have

  • Enter transactions (individual expenditures, sales receipts, etc) on a monthly basis. Documents can be scanned or copied for entry at my office.

  • Develop and/or manage a budget

  • Invoice customers

  • Study of internal control system with recommendations for improvement and steps for implementation

Office Consultation
Accounting: Services
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