Monthly Accounting

No matter the size of your business, our expert advisors are here to assist in making large financial decisions and everything in between. You aren’t a number to us. We spend time with our clients to develop and build relationships.

Things we include in our monthly accounting:

  • Data input
  • Financial statements, graphs and management reports
  • Trend tracking: helps us understand our clients’ businesses and have a conversation about how they are performing. We can work with you on how to maximize profit.
  • Catching errors: seeing accounting monthly helps us catch any problems and resolve them right away, such as payroll issues and sales tax filings.

We can act in many capacities, such as bookkeeper, controller/CFO or consultant, and we provide bookkeeping in whatever function is necessary.

  • Basic: take bank statements, check register and credit card statements and input into software, such as Quick Books.
  • Complex: pay all clients’ bills, data input, make deposits, track receivables, etc.