What if you could get a small business expert to review your business data and make sure all of your bookkeeping is in order on a monthly or quarterly basis?
What if you could know in every meeting, what your estimated tax payment would be on April 15?
What if you were sent all of your financial data on an easy to understand
- WE WILL REVIEW
your bookkeepers work on a monthly or quarterly basis, making sure all is in order. This will help us identify any weaknesses in your business.
- WE WILL SHOW YOU
trends on how your business is performing and any roadblocks or challenges that are ahead.
- WE PERFORM
our monitoring services systematically to make sure that at the end of the year there are no unforeseen events that you were not aware of. This takes the stress out of wondering if your books are correct. This also alleviates any pressure that you will receive from your accountant for your year end items, in order to prepare your tax return.
FREQUENCY OF SERVICE
- REVIEW ASK MY ACCOUNTANT
- REVIEW BANK RECONCILIATIONS
- REVIEW CREDIT CARD TRANSACTIONS
- REVIEW ACCOUNTS PAYABLE
- REVIEW ACCOUNTS RECEIVABLE
- REVIEW PREPAID
- BOOK ACCRUED INCOME & EXPENSES
- REVIEW LOANS PAYABLE
- REVIEW FIXED ASSETS
- REVIEW GENERAL LEDGER
- REVIEW BALANCE SHEET
- REVIEW PROFIT & LOSS
- JOURNAL ENTRIES & RECLASSIFICATIONS
- CUSTOMIZED FINANCIAL REPORTS
- LIAISON WITH TAX ACCOUNTANT
- INVESTMENT PER MONTH