Accurate, Reliable, Stress-Free Service You Can Trust!”
Services Offered
For Individuals
Credit Education and Repair
Our credit education service is focused on providing you with the knowledge and tools needed to make informed financial decisions. We offer resources and workshops on credit management, and financial literacy to help you strengthen your credit and build a healthier financial future.
Budgeting/Spending Plans
Our budgeting and spending plan service helps individuals take control of their finances by creating a personalized strategy to manage income and expenses. We work with you to track spending habits, set realistic financial goals, and develop a plan that prioritizes savings and responsible spending. With practical tools and expert guidance, we help you build a sustainable budget that supports both short-term needs and long-term financial success.
For Businesses
Financial Statement Preparation
Financial statements help business owners make informed decisions and ensure accurate financial reporting. We prepare the following:
Cash Flow Statement: Tracks the flow of cash in and out of the business, showing liquidity and operational efficiency.
Balance Sheet: A snapshot of assets, liabilities, and equity at a specific point in time.
Income Statement: A summary of revenue, expenses, and profit or loss over a period.
Book Clean-up and Reconciliations
Bookkeeping catch-up and clean-up services are designed to bring your financial records up to date and ensure they are accurate. If your books are behind or have errors, our service will review, organize, and correct your records, bringing everything in line with your current financial situation. This includes categorizing transactions, updating ledgers, and fixing discrepancies.
Reconciliation of accounts involves comparing your financial records with external statements, such as bank or credit card statements, to ensure they match. We’ll identify and resolve any inconsistencies, ensuring that your accounts are accurate and balanced, which is essential for making informed financial decisions and preparing for tax filing.