- Designed for people who don’t have the time or knowledge to perform bookkeeping tasks
- You pay your own bills and maintain your checkbook
- We receive monthly information from you (checkbook stubs, bank statement, sales data and cash payout information)
- We take your data and make it into financial statements so you can
- Manage your business
- Work with us on Tax Planning
- Work with us on Cash Flow Planning
This service is good for clients without bookkeeping skill or the time or desired to keep their own books. During the year, you have monthly statements that tell you how you are doing and where any improvements need to be made. At the end of the year, you have everything you need to do your tax return. Generally, this service is more economical than competing bookkeeping services and provides all the information you need to successfully run your business.
