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What We Offer:

Bookkeeping

Services:

  • Recording & maintaining accurate day-to-day financial transactions

  • Categorizing all Transactions in accordance with accounting standards

  • Keeping digital copies of receipts in accounting software

  • Reconciling the transactions to the bank and credit card statements

  • Tying A/R, A/P, and/or loans

  • Prepare monthly, quarterly, and annual financial reports

  • Sending financial reports to the owner via email

  • Monthly call to brief on financial performance

For all bookkeeping we will agree on a fixed price based on the volume, services, and complexity of your business.

Book Cleanup

Services:

  • Review & assess current bookkeeping records for accuracy and completeness

  • Identify & correct misclassified transactions and account discrepancies

  • Reconcile bank, credit card, and loan statements to ensure proper balances

  • Clean up uncategorized or duplicate entries in the general leger

  • Update and organize chart of accounts for clarity and consistency

  • Bring financial records up to date (monthly, quarterly, or annually)

  • Resolve outstanding errors, inconsistencies, and historical inaccuracies

  • Ensure compliance with accounting standards and best practices

  • Prepare clean, accurate financial reports (profit & loss, balance sheet, & cash flow)

  • Collaborate with business owners to clarify missing or unclear transactions

  • Optimize bookkeeping system for ongoing maintenance and efficiency

  • Provide recommendations to improve financial processes and internal controls

Build a customized service plan designed specifically for your business goals.

Accounting & Business Consulting

Services:

  • Analyze financial statements to identify trends, risks, and growth opportunities

  • Provide strategic guidance to improve profitability & operational efficiency

  • Develop & monitor budgets, forecasts, and financial projections

  • Advise on cash flow management & cost control strategies

  • Support business decision making with data-driven financial insights

  • Evaluate pricing strategies, margins, & overall financial performance

  • Assist with business planning, expansion, and scaling strategies

  • Identify and implement process improvements & internal controls

  • Guide clients on accounting systems, tools, and best practices

  • Prepare businesses for audits, funding, or investor presentations

  • Offer tax planning support

  • Provide ongoing advisory support tailored to business goals

Build a customized service plan designed specifically for your business goals.