Accounting and Bookkeeping Services for Your Business Needs

Heena Soni

Starting at

/hr

About this service

Summary

We offer professional accounting and bookkeeping services designed to simplify your financial management and keep your business compliant. From accurate financial statements and reconciled accounts to tax preparation support and actionable insights, we handle every detail with precision and efficiency. What sets us apart is our tailored approach, delivering customized solutions that align with your business needs and help you make informed financial decisions.

Process

Initial Consultation

Discuss your business needs, goals, and challenges.

Assess the current state of your financial records and systems.

Define the scope of services and timelines.

Onboarding and Setup

Gather required financial data, including bank statements, invoices, and past records.

Set up or optimize your accounting software.

Establish a customized chart of accounts tailored to your business.

Data Collection and Entry

Organize and input all financial transactions.

Categorize expenses and revenue for accurate reporting.

Reconciliation and Verification

Perform bank and credit card reconciliations to ensure accuracy.

Cross-check all records for consistency and completeness.

Financial Reporting

Generate essential financial statements, such as the Profit and Loss Statement, Balance Sheet, and Cash Flow Statement.

Provide detailed insights and reports tailored to your business needs.

Review and Recommendations

Conduct a comprehensive review of your financial health.

Offer actionable recommendations for improvement and optimization.

What's included

Accurate Financial Statements
1. Profit and Loss Statement (Income Statement) 2. Balance Sheet 3. Cash Flow Statement
General Ledger Maintenance
Updated and Organized General Ledger with All Transactions Categorized
Customized Reports
1. Accounts Payable and Receivable Reports 2. Aged Debtors and Creditors Reports 3. Budget vs. Actual Analysis
Tax Preparation Support
1. Well-Organized Financial Data for Tax Filing 2. Compliance with Applicable Tax Regulations
Payroll Processing Reports (if applicable)
1. Employee Payroll Summaries 2. Tax and Withholding Reports
Expense Tracking and Management
1. Detailed Categorization of Business Expenses 2. Suggestions for Expense Optimization
Insights and Recommendations
1. Financial Performance Insights 2. Actionable Recommendations for Improvement