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Reviewing Reports at Desk

Level I - Accounting
An accounting team to help you focus on the business
Fees: $300 Per Month

Profit & Loss

Balance Sheet

Cash Flow Statement

Advisory

Sole Proprietors, LLCs and S-Corps starting up and growing are focused on key revenue drivers, being in the field or in the shop generating key revenues to maintain, grow the business and pay the hardworking owners and employees.

Running a business with revenues up to $500,000 will require services at the minimum that provide the following

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  • this is an Income Statement tracking your revenues, cost of goods, expenses and net income (profits). This must be tracked at least monthly, recommended weekly to review business performance and prepare for tax season.

 

  • the Balance Sheet helps track ASSETS (Bank Accounts, Materials, Equipment), LIABILITIES (credit cards, loans, bills payable) and EQUITY (Ownership in the company, Investment, returns and valuation)

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  • Reporting of the business’ cash inflows, outflows, financing, investment activities. This is a good insight into how your company generates and uses cash resources. Important for making planning decisions.

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  • We will advise you on the business and tax implications of business decisions that affect the movement of cash. Payroll Process Optimization and Human Resources and Monthly Financial Reporting.

Let’s Work Together

2411 Wesley Street, Ste 207

Greenville, TX 75401

Phone: 903-246-5397

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