Financial Analysis
Looking into your business's details using industry-specific analysis can help see where you can expand, cut costs, save you on free cashflow, and even build to a multi-million dollar company.
Maybe you want to compare and contrast between one revenue stream to another.
Trust Your Books has already helped a 2-person startup go from inception to $5million/year, as well as another go from $100k/year to $1m/year. Why not make your company the next millionaire!
Bookkeeping
Join the real world with the 3 main financial statements (Profit & Loss, Balance Sheet, Statement of Cash Flows)! You will be provided with these statements on a monthly basis within the first 10 business days of the month.
Need a cash-flow forecast? Cash management? Financial Planning & Analysis, even Advisory services are also included in the standard package.
CFO-Level Advisory Services
Our experts provides strategic financial insights and guidance that empower your business to make informed decisions, optimize cash flow, and achieve long-term goals.
This includes:
- Budgeting
- Cash Flow Management & Forecasting
- Financial Reporting & Analysis
- Examining overall profitability
- Tax planning & Strategy
- Independent Contractor/Employee Analysis
Whether you’re planning to scale up, enter new markets, or explore mergers and acquisitions, our experienced advisors are here to guide you every step of the way.
Clean Up
Backed up on your bookkeeping and don't know where to begin? No time to get it all done? I get it. It happens to the best of us.
Grant Trust Your Books access to your current accounting platform (QBO, QBD, Xero, etc.) and provide your bank statements (yes, even if they are 6 months+ behind!) and I will record your history accurately and clearly to get you up to date. (All documents will be returned to you in an agreed upon time frame and any documents will be shredded on this end.)
Available to purchase as a stand-alone service apart from bookkeeping!
Accounts Receivable Management
Leave the reaching out to clients/customers to someone else!
You will be able to access all your invoices sent as well as review your monthly report on the current aging.
Payroll
No need to manually enter a time sheet. Your employees can log in from a desktop or mobile device, view/download their W2s, paystubs, and more.
Already have a payroll service? Not a problem, just grant me access to your service (like ADP or Gusto).
Available to purchase as a stand-alone service apart from bookkeeping!
Accounts Payable Management
Effective accounts payable management is essential for maintaining the financial health and stability of a bookkeeping services company. By optimizing payment processes, fostering vendor relationships, and ensuring compliance with regulations, the accounts payable department plays a crucial role in supporting the overall objectives of the business.
1099s + Vendor Management
This includes:
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1099s Filing
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Clean financial recording
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Following up on vendors for W9s year-round
Sales Taxes
Keep track of all sales and its corresponding sales tax to be better prepared for filing quarterly sales tax