ONGOING ACCOUNTING SUPPORT

SERVICES

All of our services exist to make your life easier and stress-free. We offer monthly, quarterly, and annual accounting services to help meet your budgetary and business needs.

 

Services include:

  • Monthly or quarterly financial health checks via Zoom to review business performance

  • Ongoing cost-saving strategy recommendations and implementation

  • Job costing and analysis of project income and expenses

  • Weekly transaction posting & categorization

  • Monthly account reconciliations 

  • Ongoing financial review for maximizing tax savings

  • Month-end close procedures

  • Financial statements including balance sheet, income statement, and statement of cash flows deliverables

  • Journal entries, as needed

  • Year-end tax preparation includes coordination with CPA or Tax Professional

  • Sales tax management including making payments, filing tax reports, and reconciliations

NOT READY FOR US TO COMMIT BUT WOULD LIKE FOR SOMEONE TO LOOK OVER YOUR WORK?

QUARTERLY ACCOUNTING CHECK-INS AVAILABLE

If volume is low or you already have a bookkeeper, this is a great option for you. 

What's Included:

  • Quarterly assessment of transactions to correct any mistakes

  • Quarterly review and reconciliation of sales tax payments and filings

  • Written recommendations for improving processes and making necessary adjustments

  • Quarterly Financial Health Checks via Zoom 

  • Email support

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CONTACT US

bit.ly/jeanetteandrada

hello@jeanetteandrada.com

(210) 343-2738

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