Categorizing expenses, income, and other transactions.
Ensuring the accounting software matches the bank statements.
Handling bills and payments, and tracking incoming payments.
Managing employee payroll, including tax withholdings and benefits.
Profit and loss, balance sheet, and cash flow statements.
Custom reports for decision-making (e.g. breakeven analysis, forecasting, etc.).
Assisting businesses with sales tax reporting.
Helping clients estimate and pay quarterly taxes to avoid penalties.
Help clients track and manage cash flow to ensure business sustainability.
Establishing and tracking budgets to control spending.
Analyze financial health, suggest cost-cutting or efficiency improvements.
Develop strategies to increase profitability and reduce costs.
Advising businesses on improving their financial controls and processes.
Help clients choose and set up tools like QuickBooks, Xero, or Sage Intacct.
Teach clients how to use their accounting software efficiently.
Offering financial oversight and advice
Financial statements are for management use only
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