Small Businesses

We tailor our services to your specific situation, but here are some common bookkeeping tasks that we handle:

• Bookkeeping Status Check
  • 2-hour appointment to review your current practices and identify issues
• Systematizing
  • Which software or process is right for you?
  • We can help you get set up from scratch, if needed.
• Accounts Receivable
  • Send invoices to clients, follow up on invoices, manage your ledger.
• Accounts Payable
  • Pay bills.
  • Stop missing out on deductions because you forgot to record expenses.
• Transaction Tracking
  • Ensure daily expenses and income are documented.
• Cash Flow Analysis
  • Anticipate and prepare for ebbs and flows.
• Prepare Books for External Use
  • Save time and money by getting good numbers to your higher-priced external accountant, lawyer, financial advisor, coach, etc.
• Check Profitability and Efficiency
  • Drill down and get specific on what makes you money.
  • Example: Find out that you’re spending 80% of your time on a product line that only brings in 5% of your revenue? It’s time to change that.
• Cleanup
  • Maybe you haven’t kept books for months because you got too busy and now you are overwhelmed with a box of bank statements and receipts. That’s OK. We can put things back together.