Year End Planning and Financial Reporting

Whether you are having a good year, rebounding from recent losses, or still struggling to get off the ground, you may be able to save a bundle on your taxes if you make the right moves before the end of the year.


Year End Planning and Clean-up

Bookkeeping is important for helping you maintain accurate financial records. However, many businesses fail to complete this integral process. You are required by law to maintain accurate books and records. Poor accounting and records is one of the top reasons businesses fail. Without bookkeeping or accounting, you are blindly driving your business.

Our Year End Planning service provides you an analysis of your business year to date books, an analysis of multiple tax scenarios, an opportunity to discuss your business plans and goals for next year and finally for us to catch up.

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Let me assist you with the day-to-day tasks associated with bookkeeping.

Financial Reporting

Startups and small businesses rely on financial reporting to set benchmarks, inform operational decisions, and measure overall organizational health. ​However, many new business owners feel overwhelmed by the breadth of financial reporting available to them. We can help you get these reports completed each month and help you to understand how to use them. If you are interested in getting better reports or want to improve your understanding, please take a moment to reach out. I would be happy to help you.