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Financial Record Keeping and Recording

Financial record keeping is important for a variety of reasons including tax reporting, business financing and determining the value of the business. Many small businesses find the complexities of their accounting overwhelming. We are able to provide accurate, timely financial reporting on an ongoing basis for our small business clients. Our goal is to keep track of your business's financial health so that you can focus on your strengths. We want to be an active part of your business, keeping track of and analyzing your businesses financial information to help you make informed business decisions.

Very often, when we handle a business's financial record keeping and reporting, business owners will ask us to manage their personal finances as well. Providing a comprehensive financial package for our clients has made their lives easier and more efficient.

Our Business Financial Services Include:

  • Set up software, establish accounting system, chart of accounts
  • Monthly financial record keeping and reconciliation
  • Payroll 
  • Monthly reports and meeting
    • Analyze Profit and Loss Statement
    • Analyze Balance Sheet
    • Review Cash Flow
    • Strategy Review
  • Year End Reporting
    • Corporate Income Tax Return Preparation
    • Adjustments

Services

  Corporate and Individual Taxes
  Financial Record Keeping and Recording
  Financial Planning
  Business Valuations
  Business Consulting
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