We have a variety of services to assist business owners:
Typically consists of two (2) one-hour meetings. We dive into set-up and/or review of existing business financials, best practices going forward to keep you tax- and audit-ready at any time, and review of reading you financials and what you should be looking at to keep your business healthy.
Historical Clean Up:
We review the financials (actual vs recorded) and existing support documents, helping you get caught up for the year. Feel confident as you move forward with a clean data set.
Quarterly Reviews and Analysis:
A review of the recorded financials, an analysis of how healthy the business is and a go-forward plan each quarter on ways to maximize your profitability.