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Financial Analyst

Your Business. Organized.

I use QuickBooks, an industry-standard business accounting platform, to organize and report on your business' finances.

 

You'll gain powerful insights into how your business is doing and you'll be ready to talk to your accountant when tax time comes.

Look at what we can do...

Reports: Just for your Business.

How Did I Do Last Month?

See Month by Month Profit/Loss Reporting with Details

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What do I give my accountant?

A summary of this year's business activity at your fingertips
Finally, you can ditch that shoebox of receipts...
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For your Business, Every Month I Will...

1

Categorize Transactions

I will categorize every single transaction for every single account to ensure they are recorded properly and your reports are accurate.  

 

No more scrambling at tax time to see what your business expenses were.

2

Reconcile Bank Accounts

I will reconcile all of your bank accounts. This can identify bank errors and ensure that your records match the bank's records.

3

Send Reports

Every month you'll receive detailed reports showing all of your financial activity broken down by category, including monthly profit and loss.

Your Business: Smarter. Faster. Easier.

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