Client Advisory Services
Choosing the right accounting partner is a big decision. With over 10 years of experience supporting small businesses, we help streamline operations and improve financial stability.
Our client advisory services allow you to hand over time-consuming financial tasks to experts. You’ll have a dedicated bookkeeper who understands your business and works like part of your team. After an initial consultation, we create a customized solution tailored to your needs and goals.
Client advisory services provide you with a dedicated bookkeeper to handle your financial tasks. The service is tailored to your business, with a focus on:
- Streamlining processes
- Simplifying back-office operations
- Supporting overall business success
Core services include:
- Payroll management
- Accounts payable
- Invoice and statement processing
- Cash receipts and disbursements
- Bank reconciliations and recurring reports
- And more
We manage daily, weekly, and monthly accounting tasks so you never fall behind. We also offer monthly or quarterly consultations to review finances and identify planning opportunities.
Daily Tasks
- Record vendor invoices
- Approve and reconcile vendor statements
- Track transactions (cards, PayPal, EFT)
- Record sales, purchase orders, and payments
- Process checks and send invoices
- Monitor over/under payments
Weekly Tasks
- Set up bill payments
- Record credit card transactions
- Accounts payable & receivable aging reports
- Process payroll and related expenses
Monthly Tasks
- Bank reconciliations
- Credit card reconciliations
- Balance sheet account reconciliation
Monthly Reporting
- Balance sheet
- Accounts receivable & payable aging
- Profit & loss (monthly + YTD)
- General ledger
- Bank & credit card reports
Pricing varies based on your business needs.
We begin with a consultation to determine the right services and fee. A one-time setup includes:
- Analysis of current accounting processes
- Strategy to streamline workflows
- Internal procedures manual
- Accounting software setup
Delivering trust, capability, and credibility to support your business success.
Get in touch with us now!
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