Tracking your Income, Building your future
We specialize in providing bookkeeping services tailored to small and mid-sized businesses, along with offering personal bookkeeping and financial coaching.
Our Services
Monthly Bookkeeping +
- Reconcile all bank accounts
- Accurately record business transactions
- Calculate & Pay Sales Tax
- Process Quarterly Payroll filing
Financial Coaching +
- Save money,
- Establish a budget
- Eliminate debt
- And enhance their overall financial knowledge.
Clean up / Update / Setup +
- Review, access, and correct your current bookkeeping for those who have inconsistent or incorrect records
- Bring your bookkeeping up to date
- Create & Setup accounting software to track income & expenses and generate financial statements
Additional Services +
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Invoicing
Generating and sending invoices to customers. -
AP/Bill Pay
Keep track of and handle accounts payable, whether it's alerting you about upcoming bills or processing payments on your behalf (pending approval). -
Payroll
Payroll using a 3rd party platform such as Gusto, Sure payroll, etc. -
1099 Filing
Making sure you have W9’s on file for all vendors and accurately submitting the necessary 1099’s at year end - Taxes - Individual & Small Business
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Financial Coaching
Individuals Check out our complete finance planner www.budgetnudge.com
Why choose us?
⦁ We acknowledge the fact that every business begins with the dreams and aspirations of its owner. We understand that these dreams may bring about specific challenges. This is why we are here to assist in easing the financial burdens that comes along; by addressing your concerns and prioritizing what matters most to you. We won’t just organize your financial documents, we will provide you with monthly financial statements and explain the significance behind those figures.
⦁ Get the solutions you need for your financial questions, enabling you to make informed choices. You can trust that our response will be provided to you within a reasonable timeframe.
The Benefit of outsourcing +
Save Money
Cut down on expenses significantly by opting for outsourcing at a set monthly fee. When you hire an employee, you have to manage salary payments, payroll taxes, benefits, and office space costs.
Save time
It can be quite time-consuming to maintain accurate records, This is time away from activities to promote the growth of your business, your freedom and your family. What would you do if you had that time back?
Reduce your Risk
When you outsource, you are entrusting the task to someone who specializes in it. They possess the knowledge and tools necessary to ensure precision, timeliness, and adherence to regulations.
