Income Tracking

Monitor and document all sources of income ensuring accurate revenue records.

Payroll Processing

Calculate employee wages, deduct taxes & benefits and issue paychecks or direct deposits.

Financial Analysis

Analyze financial data to identify trends, opportunities, and areas for improvement.

Clean Ups

Organize all financial records from past months or years that are in disarray, inaccurate or incomplete.

Bank Reconciliation

Match bank statements with financial records to identify and rectify discrepancies.

Financial Reporting

Generate financial statements such as profit and loss, balance sheets, and cash flow statements.

QuickBooks Management

Setup QuickBooks account and provide initial training for better understanding of software.

Catch Ups

Organize and bring all financial records up to date.

Accounts Payable

Manage outgoing payments to vendors, suppliers, and creditors ensuring timely payments.

Tax Preparation

Compile and organize financial data for tax filings maximizing available deductions.

Consulting Services

Provide advice on financial matters, offering insights and recommendations to optimize growth.

QuickBooks tutorials

Provide training on the best ways to navigate QuickBooks that is tailored to your business.

Accounts Receivable

Track and follow up on customer invoices and manage incoming payments.

Budgeting and Forecasting

Assist in the development of financial budgets and forecasts to guide business decision making.

Expense Tracking

Record and categorize all business expenses including receipts and invoices.

Inventory tracking

Document and manage all inventory related transactions including costs of goods sold (COGS).