It's not just about what happened yesterday as much as it's about what should happen tomorrow.
An accurate reporting and analysis system allows business owners to gain valuable insights that can be used to create strategic plans to strengthen operational performance and increase profits.
Each business is different and presents a unique situation. We will work with you to design and implement the best possible solution based on your organization's needs and budget. Cathleen Lorig CPA bookkeeping services fall into three categories:
Once-A-Year Provide us with your records annually and we will provide you with the reports you need to prepare your business tax returns and financial statements. Many of our clients use QuickBooks throughout the year and provide us with a copy of the file at least twice a year.
Monthly - We assign dedicated personal to your company. We provide you with full charge bookkeeping on a weekly basis and perform month-end closings and reports. We keep you up to date and on track. We issue key monthly internal management reports and benchmark analysis and lock down the month to reduce fraud and ensure they don't change.
Weekly - Our bookkeeping department service provide your business with a virtual finance department. We pay the bills - they come to our office directly or to yours. We scan them and set them up for online bill payment. We record your income, reconcile your bank account, calculate your payroll, prepare your sales tax reports and put together your monthly financial management reports.
Accurate records are the key to business growth
