Quarterly Audit & Reviews

This is a service we have added on in 2015. We provide financial statements to our clients. But we were realizing that not all of our clients necessarily knew what those exactly meant, or how to read them or how to improve them. We started offered these reviews to help our clients really understand their businesses and how to take their business to the next level.

  • Are you thinking of moving to a larger space? Can you afford the higher rent? Utilities?
  • Do you think you are ready to hire a new employee? What all does that entail? How much does that cost you as the employer?
  • Are you looking into loans with your banker?

These are the types of questions we dive into with your financials. We can help your cash flow, look for patterns – both good and bad and make suggestions to help you thrive.

Free Guide

Are you looking at hiring a bookkeeper? Download our FREE Brochure “6 Things to Think About Before Hiring a Bookkeeper.” Learn what to look for and what questions to ask before making that decision.