Reviewing all transactions from your bank and credit card statements and matching them with transactions in your books. Includes reviewing unreconciled transactions. This helps ensure your books are matching reality and that there are not duplicates.

Reviewing your financial statements and providing reporting on it in a way that works for you. Want to read a summary? Great! Want to have a meeting where we can look over the numbers and get your questions answered? Awesome! We want to fit your needs.

Looking at past data and current strategies to create budgets with clear benchmarks values and dates. This allows you to make sure your money is going where it counts and keeps unnecessary expenditures at bay.

Providing advice and input on potential strategies and adjustments to make. Having in depth insight on the financials of a given company allows for more keen observation and can be a great contributor to strategizing. 

Utilizing your payroll software to run or assist in running payroll. May have limitations depending on industry and location.

A large one time event to get messy books cleaned up. Can be a standalone event or as an initial step in continuing service. We’re happy to offer a discount on this service if you’re looking to work with us long term!

Designing and generating reports that are outside of the capabilities of your accounting software. This could be slightly tangent to your accounting, such as comparing pricing between softwares, or utilizing information that the accounting software doesn’t have in depth reporting on such as splitting out data from tagged sales.

Have something else in mind that you’re looking for assistance with? Send us a message and we’ll see what we can do!