Business Services

 
“It’s all about the numbers. What do yours tell you?”

  • Doesn't matter if you're 1 month or 1 year behind, we can help!

    • Financial Statement Review 

    • Account layout and organization 

    • Assets: reviewed and reconciled 

    • Liabilities: match to filed report balances and adjusted if needed, reconciled
      (includes loans / credit cards / payroll / sales tax)

    • Review income and expense accounts 

    • Review receivables and payables reports

    • Perform all tasks associated with Monthly Bookkeeping for past months not completed

    Suggested Add-Ons 

    • Operating Budget

    • Continuous Improvement Plan 

    • Debt Elimination Plan 

    • Monthly Bookkeeping Service

    • Accounting Processes and Procedures

    • Training and Assistance

  • Available full-time, part-time and à la carte tasks.

    • Enter and pay bills

    • Create invoices and receive payments

    • Payroll processing and reports 

    • Submit sales tax reports and payments

    • Inventory management

    • HR assistance

  • Initial Meeting plus Monthly Review

    • Based on provided financial statements

    • Debt elimination plan

    • Review gross margins, payroll and debts

    • Discuss areas for improvement and plan of how to achieve it

    Suggested Add-Ons 

    • Financial Statement Review 

    • Budget

    • Financial Statement Review

    • Next Year budget based on previous year actual

    • Discuss possible areas to improve (not the full Continuous Improvement Plan)

    • Debt elimination plan

    • Future purchase plan

    • Discuss investments and retirement

    • Review profit and loss

    • Review Balance sheet

    • Organize accounts for easier understanding

    • Review last statement balances
      (are all accounts reconciled?)

    • Review liabilities including loans and credit cards 

    • List of tasks that need to be completed (we do not perform changes)

    • Includes final review and discussion of numbers 

    Suggested Add-Ons

    •  Clean Up for us to complete tasks 

    • Need help with an issue?

    • Don't know how to complete a task? 

    • Zoom help is available 

    Service provided on a pro-rated hourly basis

    • Help setting up processes based on your company flow and current systems in place

  • Leslie is a licensed in-person and remote online notary (RON). Click the link to schedule a notary signing.