As a small or mid-sized business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to what you do best! Running your business and generating profits.

Each month or quarter we will do the following things for you:

Reconcile your bank account

Reconciling your business checking account each month allows us to keep your bank account, accounting, and taxes up-to-date.

Generate an income statement

An income statement, otherwise known as a profit and loss statement, basically adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to come up with a profit or loss for the period.

Generate a balance sheet

A balance sheet gives you a snapshot of your business’ financial standing at a specific moment in time.

Clean up your general ledger

The general ledger is the core of your company’s financial records. These records constitute the central “books” of your system. Since every transaction flows through the general ledger, a problem with your general ledger throws off all your books.

Provide consultations

We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide.

Let us show you how to file taxes quicker and easier, and answer your most asked tax filing questions. Schedule your appointment today!