Service 04
Business Accounting
Ongoing accounting support covering transaction records, reconciliations and the monthly close.
Who it is for
Owners who want dependable financial information without hiring an internal team.
This service may be a good fit when:
Without structured accounting, decisions are made on instinct, not on current, accurate numbers.
Discuss your situationIncluded
Work covered by this service
Full-cycle bookkeeping
Monthly close and reconciliation
Financial statement preparation
Cash-flow and burn-rate reporting
Coordination with your tax and advisory work
Have questions about this service? Susy can explain what applies to your situation before any work begins.
Schedule a ConsultationWhat happens after you contact us
Susy reviews what you already have, confirms the work that is needed and explains how it will be handled.
Start the conversationWe assess your operation and existing systems
We design a monthly close calendar and deliverables
We execute the cycle each month, on schedule
We review the results with you and answer questions about the reports
- Access to bank, card and loan accounts
- Existing accounting platform (or a recommendation)
- Prior financial statements if available
- A short overview of how the business operates