Maximizing your Financial Potential

Recording of financial transactions in excel or your accounting software and annual preparation of taxes.

We will close your books monthly and prepare a complete set of financial statements monthly, quarterly, and/or annually. They will be prepared and reviewed by a CPA. 

Designed in excel and we can provide quarterly forecast updates and conduct a variance analysis for your review.

We can provide compilations, reviews, and other agreed upon procedures for clients who don't quite need an audit.

Once you purchase your accounting software, we will install (if desktop) or we will set up (if online) your accounting system. We will create your chart of accounts, insert your logo for document printing, set up customer’s email address for invoicing directly from the system, and more. If you are converting from one system to another, we will work alongside your IT team to help with the transition.

Have inventory? Need to know its value for a bank loan? We can help with that. We can perform your monthly, quarterly, or annual inventory counts. We can also do one inventory valuation should you need to apply for a business loan.

We can manage your fixed assets in our software and calculate and record your depreciation.

Need an accounting manual and/or SOPs written for your business and staff to follow and use as a guide? Well, we can do that for you.

We can come and train your existing accountant or accounting team in the most accurate and efficient ways to record your business transactions. We can also train your staff on how to utilize your accounting software.

We can build excel templates for your business needs!