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We specialize in financial reporting, whether that is bookkeeping, accounting, or financial planning and analysis. Whether you are expanding your business or just getting started, we are here to help your business succeed.
Get a bird's eye view of the four primary financial statements, what they generally consist of, and start expanding your financial knowledge of your business.
Learn the difference between the cash and accrual methods of accounting, their pros and cons, and how they impact the reporting of your financials.
Understand the layout of the balance sheet, learn about the accounting formula, and see how you can get a view of your company resources at a given point in time.
Deep dive into the P&L to learn its structure and how to make sense of the operations of your business. We will also introduce topics such as margin and variable vs fixed expenses.
COMING SOON. Break down the three main ways cash is being used in your business and understand what impacts your cash flow.
When it comes to financial data, it's important to ensure your data is complete and accurate, recorded timely, and presented in a way to help you make sound business decisions. This is why our monthly plans offer the same quality services regardless of the size of your business. Each of our monthly bookkeeping plans include the following:
We get it. You started your business without the budget to hire someone to record your finances. Or maybe you decided to keep the bookkeeping in-house (translated: you or your significant other would do the bookkeeping) and quickly realized sifting through and categorizing receipts isn't for you. Whatever the reason, you are now behind on recording your finances and you need some help catching up. We can do that too.
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