Services

Bookkeeping and Accounting Services

Essential Bookkeeping: Starting Out
(Set monthly billing based on transaction volume)

• Categorize and record company’s financial transactions
• Reconcile bank and credit card statements
• Prepare monthly financial reports (Profit & Loss, Balance Sheet)

Advanced Bookkeeping Services: Getting Established
(Set monthly billing based on percentage of revenue / asset value)

• Track bills and payments to vendors
• Monitor money owed by clients
• Assist with inventory and asset tracking
• Organize and store key financial documents
• Help understand the company’s financial picture

Business Advising: Ready to Grow
(Per engagement billing based on engagement size)

• Provide support with tax filings and documentation
• Assist in company budget creation and review
• Provide support to stay compliant with regulations
• Assist in preparing for financial statement reviews and audits
• Help develop strategies for company growth

We also provide these services for personal finances (the business of your family).

Financial Planning Services

Insurance Management Planning

• Appropriate levels and purposes
• Security and safety analysis
• What insurance is prudent or excessive?

Income Management Planning

• Utilizing sources of income and emergency funds
• Debt and Leverage assistance
• Order of Investment Accounts
• Is my budget working for or against me?

Investment Management

• The value and safety of Risk
• Investment models for growth and protection
• Active management principles
• The work of money
• Is my money working for me well?

Retirement Planning

• Growth with time and rates of return
• Target asset level for lifestyle
• Order of spending accounts
• When can I safely retire?

Estate Planning

• Transfer of stewardship
• Preparing beneficiaries
• Order of assets in trusts, probate, and business
• How can my estate best benefit my chosen heirs?

We also provide these services for your Business Finances.