Services
Services We Offer
Monthly Financial Management
Categorize all expenses and income on a monthly basis to give peace of mind that your bookkeeping is organized and ready for prospective investors and tax authorities.
Closing Out Monthly Books
Reconcile your transactions on a monthly basis which allows me to double check, triple check that every transaction has been accounted for. We do this so that you will have confidence in your books.
Monthly Financial Statements
Generate monthly financial statements so that you are kept up to date regarding the health of your company and so that you know how much cash flow you have or how much income you made this month vs prior months.
QuickBooks Online Guidance
Assist in your understanding of Quickbooks Online so that you can have the tools to keep your transactions organized. This will give you the confidence to present your own reports to potential investors.
Efficient Book CleanUp
Thoroughly clean up your financial records to ensure that every transaction is accurately recorded and categorized, eliminating any discrepancies that could arise during tax preparation. Confidently knowing that your books are in order and ready for the tax collector.
Year-Round Liaison
Facilitate clear communication between you and your accountant, ensuring that financial information is always accurate and up-to-date. This ongoing support helps avoid any surprises and keeps your financial processes running smoothly year-round.
Services We Offer
Categorize all expenses and income on a monthly basis to give peace of mind that your bookkeeping is organized and ready for prospective investors and tax authorities.
Monthly Financial Management
Reconcile your transactions on a monthly basis which allows me to double check, triple check that every transaction has been accounted for. We do this so that you will have confidence in your books.
Closing out Monthly Books
Generate monthly financial statements so that you are kept up to date regarding the health of your company and so that you know how much cash flow you have or how much income you made this month vs prior months.
Monthly Financial Statements
Assist in your understanding of Quickbooks Online so that you can have the tools to keep your transactions organized. This will give you the confidence to present your own reports to potential investors.
QuickBooks Online Guidance
Efficient Book Cleanup
Thoroughly clean up your financial records to ensure that every transaction is accurately recorded and categorized, eliminating any discrepancies that could arise during tax preparation. Confidently knowing that your books are in order and ready for the tax collector.
Facilitate clear communication between you and your accountant, ensuring that financial information is always accurate and up-to-date. This ongoing support helps avoid any surprises and keeps your financial processes running smoothly year-round.
Year-Round Liaison
Auto Insurance
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Be sure to include all the relevant details users will want to know, like pricing, duration, and location. If they'll need to prepare or bring anything with them, let them know here. Give users an idea of what to expect from the service and tell them how to book it.
Accident Theft or Damage Protection
Legal Liability Coverage
State-Mandated Requirement
Roadside Assistance
Home Insurance
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Be sure to include all the relevant details users will want to know, like pricing, duration, and location. If they'll need to prepare or bring anything with them, let them know here. Give users an idea of what to expect from the service and tell them how to book it.
Property Protection
Injury Liability Coverage
Personal Belongings
Temporary Living Expenses
Life Insurance
This is the space to describe the service. Focus the description on how customers or clients can benefit from using this service: explain how it solves a problem, or makes life easier or more enjoyable.
Be sure to include all the relevant details users will want to know, like pricing, duration, and location. If they'll need to prepare or bring anything with them, let them know here. Give users an idea of what to expect from the service and tell them how to book it.
Full Family Coverage
Estate Planning
Tax Benefits
Cash Value Accumulation
Dependants Support
Health Insurance
This is the space to describe the service. Focus the description on how customers or clients can benefit from using this service: explain how it solves a problem, or makes life easier or more enjoyable.
Be sure to include all the relevant details users will want to know, like pricing, duration, and location. If they'll need to prepare or bring anything with them, let them know here. Give users an idea of what to expect from the service and tell them how to book it.
Access to Healthcare
Preventive Care
Mental Health Coverage
Financial Protection
Pet Insurance
This is the space to describe the service. Focus the description on how customers or clients can benefit from using this service: explain how it solves a problem, or makes life easier or more enjoyable.
Be sure to include all the relevant details users will want to know, like pricing, duration, and location. If they'll need to prepare or bring anything with them, let them know here. Give users an idea of what to expect from the service and tell them how to book it.
Vet Coverage
Preventative Care
Chronic Conditions
Multiple Pet Discounts
Specific Deliverables
QuickBooks Online Mastery in 60 Minutes
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Hands-On Training: Get comfortable with QuickBooks Online in a personalized 60-minute session.
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Financial Clarity: Learn how to read and interpret your financial statements with confidence.
Monthly Financial Reports for Complete Transparency
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In-Depth Reporting: Receive a detailed 4-page monthly reports.
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Key Statements Included: Balance Sheet, Income Statement, and Statement of Cash Flows are all delivered monthly for full transparency.
Quarterly Financial Insights with Data-Driven Presentations
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Strategic Review: Quarterly meetings to review your financial health in depth.
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Performance Metrics: Slide-show presentations covering trend analysis and key ratios to track growth and efficiency.
Year-End Financial Summary for Seamless Tax Preparation
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Tax-Ready Reports: Year-end summary includes all necessary financial statements.
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Hassle-Free Tax Filing: Ensure your tax preparer has everything they need for an accurate filing.
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Avoid Costly Mistakes with Our Expert Financial Management
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Save Time and Focus on Growth – Let Us Handle Your Bookkeeping
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Gain Control Over Your Finances with Accurate, Up-to-Date Records
