Bookkeeping
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Your Adding Advantage's bookkeeping services steer you closer to these goals with accurate record-keeping, reporting and support. My bookkeeping services are customized to best meet your needs: weekly, monthly, quarterly, annual, on-site, off-site or remote. Services include but are not limited to:
• A/P - Bill Pay
• A/R - Receiving Payments, Deposits, Collection
• Expense Reporting
• Bank and Credit Card Account Reconciliation
• Sales Tax Tracking, Reporting and Filing of Returns
• Merchant Services Setup and Transaction Maintenance
• Cash Flow Management
• Budgeting and Forecasting
• Backup Procedures
Financial Statement Preparation
I work with each client individually to determine what reports are most useful in helping you assess the health of your business. Our joint analysis of your financial statements helps you frame strategic initiatives (e.g., business expansion, acquisition) as well as tactical plans (e.g., accounts receivable and accounts payable management). Professionally prepared financial statements are also an essential resource when dealing with creditors (e.g., vendors, banks) and investors.
Individual Consultation
When you use my professional accounting services, you get more than a collection of records and reports. You get the benefit of my skills, experience, and expertise. I’m happy to invest the time to make sure that you understand and utilize all of the information I provide. I encourage you to call me whenever you have a question or concern.
Review Service
Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.