Bookkeeping & Financial ManagementAshley Sawinski
We provide expert bookkeeping and financial management services designed to help small businesses stay organized, compliant, and financially healthy. From QuickBooks setup and monthly reconciliations to cash flow forecasting and tax preparation support, we ensure accurate financial records that drive better business decisions. What sets us apart is our deep expertise in process automation and data security, allowing us to streamline financial operations while maintaining the highest level of compliance and efficiency.
What's included
One-Time Setup & Consulting
✅ QuickBooks / Accounting Software Setup – Set up and customize QuickBooks Online, Xero, or Wave.
✅ Historical Data Cleanup & Catch-Up Bookkeeping – Organize past financial records for accurate reporting.
✅ Financial Process Automation – Implement tools to automate invoicing, reconciliation, and tracking.
✅ Custom Chart of Accounts Design – Create a financial structure tailored to the business.
✅ KPI & Dashboard Setup – Track business health with Power BI or Excel dashboards.
Financial Reporting & Statements
📌 Standard Reports:
✅ Profit & Loss Statement (P&L) – Summary of revenue, costs, and profitability.
✅ Balance Sheet – Displays assets, liabilities, and owner equity.
✅ Cash Flow Statement – Tracks cash inflows and outflows over a period.
✅ Trial Balance Report – Verifies the accuracy of ledger accounts.
📌 Custom Reports (Optional Upgrades):
✅ Budget vs. Actual Report – Compare planned vs. actual financial performance.
✅ Expense Breakdown Analysis – Identify trends and cost-saving opportunities.
✅ Aging Reports (AP & AR) – Track overdue invoices and outstanding payables.
Core Bookkeeping (Ongoing Monthly Services)
✅ Chart of Accounts Setup & Management – Ensure accurate financial categorization.
✅ Bank & Credit Card Reconciliation – Verify transactions and maintain clean records.
✅ Accounts Payable & Receivable Management – Track bills, invoices, and due payments.
✅ Expense & Income Tracking – Maintain clear financial reporting for budgeting.
✅ Cash Flow Monitoring & Forecasting – Provide insights into business liquidity.
✅ Payroll Processing Support – Assist with employee payments and tax deductions.
✅ Financial Reports (Weekly/Monthly/Quarterly) – Generate key financial statements.
Ashley's other services
Contact for pricing
Tags
Microsoft Excel
Quickbooks
Zoho Books
Bookkeeper
Business Analyst
Financial Analyst
Service provided by
Ashley Sawinski Spring Hill, USA
Bookkeeping & Financial ManagementAshley Sawinski
Contact for pricing
Tags
Microsoft Excel
Quickbooks
Zoho Books
Bookkeeper
Business Analyst
Financial Analyst
We provide expert bookkeeping and financial management services designed to help small businesses stay organized, compliant, and financially healthy. From QuickBooks setup and monthly reconciliations to cash flow forecasting and tax preparation support, we ensure accurate financial records that drive better business decisions. What sets us apart is our deep expertise in process automation and data security, allowing us to streamline financial operations while maintaining the highest level of compliance and efficiency.
What's included
One-Time Setup & Consulting
✅ QuickBooks / Accounting Software Setup – Set up and customize QuickBooks Online, Xero, or Wave.
✅ Historical Data Cleanup & Catch-Up Bookkeeping – Organize past financial records for accurate reporting.
✅ Financial Process Automation – Implement tools to automate invoicing, reconciliation, and tracking.
✅ Custom Chart of Accounts Design – Create a financial structure tailored to the business.
✅ KPI & Dashboard Setup – Track business health with Power BI or Excel dashboards.
Financial Reporting & Statements
📌 Standard Reports:
✅ Profit & Loss Statement (P&L) – Summary of revenue, costs, and profitability.
✅ Balance Sheet – Displays assets, liabilities, and owner equity.
✅ Cash Flow Statement – Tracks cash inflows and outflows over a period.
✅ Trial Balance Report – Verifies the accuracy of ledger accounts.
📌 Custom Reports (Optional Upgrades):
✅ Budget vs. Actual Report – Compare planned vs. actual financial performance.
✅ Expense Breakdown Analysis – Identify trends and cost-saving opportunities.
✅ Aging Reports (AP & AR) – Track overdue invoices and outstanding payables.
Core Bookkeeping (Ongoing Monthly Services)
✅ Chart of Accounts Setup & Management – Ensure accurate financial categorization.
✅ Bank & Credit Card Reconciliation – Verify transactions and maintain clean records.
✅ Accounts Payable & Receivable Management – Track bills, invoices, and due payments.
✅ Expense & Income Tracking – Maintain clear financial reporting for budgeting.
✅ Cash Flow Monitoring & Forecasting – Provide insights into business liquidity.
✅ Payroll Processing Support – Assist with employee payments and tax deductions.
✅ Financial Reports (Weekly/Monthly/Quarterly) – Generate key financial statements.
Ashley's other services
Contact for pricing