ACCOUNTING SYSTEM SET-UP
Our first step is to meet with our clients and get to know them and their business. It is during this initial meeting that we learn how the business is unique from its competitors, what the business owner considers important and what drives the business. We then work with the system already in place or start a new file, either way the system will reflect the needs of the client and their business.
After setting up the files, we offer monthly reporting on the financial state of the company. Our services include categorizing expenses and income properly, reconciliation of bank accounts and credit accounts, the proper management of your assets and liability accounts, and preparation of the financial statements. Each month, there is a meeting scheduled to discuss findings, trends and to offer advice on any adjustments that might help increase your net income. We also provide accounts payable, accounts receivable, sales tax, and other similar services.
PERSONAL MONEY GUIDE
We help you to get control of your finances, identify areas in which you can save, and figure out the why behind where and when you are spending money. Our goal is to help you develop a strong relationship with spending and saving so you can create wealth for you and your family.