Keeping accurate financial records for your business. These include: your sales, purchases, receipts, dues & subscriptions, invoices, etc. Every piece of vital information will be properly filed within the software system.

This includes 3 major financial statements: Balance Sheet, Income Statement (aka Profit & Loss), and Statement of Cash Flows. Along with receiving statements, you can schedule a free conference call or video chat to have your bookkeeper go over them with you.

Known as the “Killer B’s”; these two combined will skyrocket your business! By having a budget you take control of your finances and tell them what they should be. While benchmarking on the other hand compares you to everyone else in your industry. You can see where you’re spending too much or too little, this will ultimately help you redefine your budget.

This is an in-depth analysis of your finances as they are in your bookkeeping software. Our goal here is to catch any major problems, and speak with you about how to better keep your finances in order..

This is a calculated business activity that allows business owners to plan and track organic growth in their revenue. It lets businesses assign their limited funds toward a centered effort to acclimate to the fluctuations in the industry driven by digital disruption and differentiate from competitors.

When you purchase a package your monthly software subscription is included. Whether you decide to go with Quickbooks or Xero, no need to worry about paying for another subscription, we’ll take care of that for you.