Monthly bookkeeping

We want to help you make more money so you can live a better life. Great service fuels the engine of every successful business. We will focus on your core financial metrics each month: cash on hand, cash burn, revenue, revenue growth, total expenses, and net income. Your financial analysis will be stored in a shared Google drive. We will provide screen recordings of what we saw each month and how it might impact your business outlook and strategy going forward. These core financial metrics will help drive the decisions you make day to day. We will encourage sound financial practices like paying off your business credit card each month, accepting payment for contracts upfront, limiting liability through improving insurance liability coverage, and utilizing payment terms to improve your businesses cash flow.

Tangible things you can expect from us as it relates to our monthly bookkeeping plan would be:

• A monthly email sharing your core financial metrics

• Logging of transactions in your accounting software each month

• Screen recordings to help you better understand your financial statements

• Frequent communication

• Assistance with Sales tax reporting

• Help with federal and state compliance

• Preparation of annual financial statements

• Monthly reconciliations of your business bank and credit card accounts

• Recommendations to improve business cash flows

We maintain General Liability (business) and Data Breach insurance by The Hartford.

Disclaimers: We are not CPA's nor are we lawyers. We are not liable for operations of your business. Any advice or strategy we offer is up to the sole discretion of the business owner to implement into their business. Maximum of 100 transactions per month.