Explore Our Services
What We Offer
Initiate books set-up for new business owners by creating a chart of accounts and consistently recording all income and expenses while performing regular bank reconciliations and reclassifications. This foundational process keeps you organized and tax-compliant from day one.
Set-up
Clean-up is necessary for businesses with messy books or when records have been neglected for months or years. We correct errors, organize disorganized entries, and ensure all financial data is accurate and organized. Our process makes your records audit-ready and tax filing-ready while giving you confidence in your financial information.
Clean-up
Catch-up is the process of updating and reorganizing your financial records to bring them current and accurate after falling behind on books maintenance. We record missed financial transactions, reconcile accounts, and generate accurate, up-to-date financial reports. This ensures tax compliance, provides financial clarity for strategic business decisions, and supports funding opportunities.
Catch-up
Account and Bank Reconciliations
Performed to ensure accurate cash balances for financial reporting and proper cash flow management. We compare your general ledger with your bank statement to identify and correct errors and discrepancies, giving you confidence in your cash position.
Transaction Categorization
and Corrections
We assign transactions to specific categories by reviewing each one and categorizing appropriately for budgeting purposes, clearer financial overview, and ease in tax preparation. This process identifies savings opportunities, detects fraudulent transactions, and maintains accurate financial records.
Comprehensive Profit & Loss Report and Balance Sheet
These statements provide a clear view of your company's profitability, financial position, and overall standing. Together, they support data-driven internal decision-making, performance evaluation, and communication with external stakeholders like investors and lenders. Understanding both profitability and financial stability enables you to make strategic decisions that align with long-term business goals—such as expanding operations or adjusting pricing strategies.
COMMISSION TRACKING
We offer services to individual sales professionals and agencies paying commissions to employees, sales reps, agents and brokers. We have seasoned professionals with expertise processing commission in various industries hence, you can leave the ordeal of commission tracking and reconciliation to us.
“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”
– Former Customer
Get In Touch
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