BOOKKEEPING
BASIC BOOKKEEPING
We will balance you books and provide customizable bookkeeping solutions. Our basic bookkeeping services include:
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Bank and credit card reconciliation
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Financial Statements ( Income Statement, Balance Sheet and Statement of Cash Flows)
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Monthly virtual meetings to discuss reports and any bookkeeping questions
Additional Services can include:
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Accounts Payable: We can help you keep track of your bills when you pay your vendors.
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Accounts Receivable: We can assist you with invoicing your clients.
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Sales Tax: We will maintain a report of taxes that should be paid from your sales.
BUSINESS SETUP
Are you just starting your business? Bookkeeping can be one of the most difficult task in starting your business. Let us help you select and setup the bookkeeping system that best fits your needs.
CATCH UP AND CLEAN UP
Have you fallen behind in managing your bookkeeping? We can help you tidy up your financial data.
BUSINESS OPERATIONS REPORTING
We help our small business clients leverage their data to make insightful operational decisions on:
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Better customer experience: Business can use the data collected on their customer to determine customer needs and provide the best customer experience.
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Business Efficiency: Optimize a business by tracking customer performance against performance goals and managing areas that impact profits such as resource management.
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Increase Profits: With visibility into spending and investments, businesses can ensure budgets are being met and in turn increase their cash flow.
DIGITAL SOLUTIONS
Understanding financial data is incremental to any individual or organization efforts to capitalize and grow in this evolving world. That means one must leverage data insights to guide their strategic financial decisions that align to their goals and objectives. Our financial dashboards do just that. They provide small businesses and individuals visibility into their finances so that they may make better evidence-based decisions to help them succeed. The dashboards created by our team include:
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Interactive charts and graphs that organizes user data input.
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Visibility into key performance measures strengthening user ability to tell their money story.
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Non-expiring dashboards that can be used in years to follow.
NORTH CAROLINA NOTARY
Certified and commissioned by the NC Department of The Secretary of State. We provide professional notary services in Morrisville, NC and the surrounding area.