Accurate bookkeeping for better financial reporting
Maybe you’re behind on your books. Perhaps you’re tired of having to deal with outdated bookkeeping software. Either way, if you’re ready to start using your time to manage your business instead of spreadsheets, we’re here to help you. We’ll help your company adopt a cloud accounting system that lets you access and record transactions quickly.
We blend our accounting and bookkeeping services, so you have the data and the insights to improve your company’s financial health. Whether it’s an incorrect balance sheet, general ledger, or misplaced purchase order, we’re here to help you stay on top of due dates for bills, invoices, and track cash flow.
When you’re trying to grow your company, regular bookkeeping services aren’t enough. When growing your business, you need to hire a certified public accountant (CPA) that interprets and summarizes your financial statements into actionable insights.
Benefits of our bookkeeping services
Hundreds of companies trust our Fresno bookkeepers to import bank statements, categorize bank transactions, and prepare accurate financial reports for them each month. Our bookkeeping services help you get a precise overview of expenses and spending trends and see the big picture of your company’s overall financial activity.
With years of experience, we combine our bookkeeping services with our accounting and tax services to deliver a comprehensive picture of your company’s past, present, and future financial position. Our bookkeeping services let you:
Use accurate data in reporting
When it’s time to make a big decision or develop a strategy for achieving business goals, you need data that’s accurate and well-documented. Our bookkeepers make sure your records are always accurate, up-to-date, and report-ready.
- We’ll put together data from your income statement, balance sheet, and other financials into clear, visual financial reports.
- Get answers to any of your questions from our team of Fresno bookkeepers and accountants who are just a phone call or email away.
- Spot trends and gain insight into spending, purchasing, and other aspects of your company’s financial activity.
Breeze through tax season
What’s the secret to a better tax season? Better bookkeeping throughout the year, of course. Our Fresno bookkeepers help you careful records throughout the year, and then we help you prepare and file the appropriate tax forms on-time.
- Every tax season, you’ll be able to file with confidence, knowing you’ve got our bookkeeping team supporting you.
- Year-end tax prep and filing tax forms are handled by our team of experienced bookkeepers and certified public accountants (CPAs).
- Want to maximize tax deductions and tax credits? No problem! Our CPAs can help with tax planning and develop a clear tax strategy for you.
Organize messy records
Bookkeeping takes a lot of time, and it’s easy to put it off. If you need help catching up on months or years of bookkeeping, our experienced bookkeepers are ready to help you make sense of it all. We’ll work with you to clean up and organize your financial records quickly.
- When you need historical bookkeeping, our bookkeepers will help you sort out months (or years) of tough bookkeeping work.
- Tidy income statements and accurate balance sheets make loan applications easier and show investors your company is worth their investment.
- Correcting years of bookkeeping is tough on your own. Let our experienced Fresno bookkeepers take the stress away and give you peace of mind.
Keep your data safe with bank-level encryption
Worried about data loss or hackers? We use QuickBooks Online® (QBO) as our cloud accounting software because of its robust security features and access control capabilities. With enterprise-grade server redundancy, automatic backups of your financial data, and granular access controls, your data will be safe and secure – just how we like it.
- Securely collaborate with contractors and anyone else on your team, and control the access privileges of everyone.
- Keep track of all account activity with QBO’s built-in activity log and audit trail. From logins to transactions, you’ll know everything that’s happened in your account.
Access financial information from anywhere
Using our secure, cloud-based accounting software, you’ll be able to access visual reports and track income and expenses from your computer at the office, or using your phone or tablet at home. If you have a question, we’re just a phone call or email away.
- Running a successful business means keeping your finger on the pulse of your company’s cash flow. Our financial reports make it easy to check on your company’s finances.
- Need to upload something? Our client portal makes it easy to send and receive documents from us securely.
- Changes are synced automatically across all devices, so you always have up-to-date financial data to make well-informed decisions.
Our Fresno bookkeepers help your company:
Manage accounts payable
We’ll make sure your accounts payable (like suppliers and vendors) are paid on time. This helps your company avoid interest and penalties from overdue bills, avoid duplicate payments.
Stay on top of accounts receivable
We’ll make sure your customers are billed for the product or service you provide to them and keep track of their receipts, account balance, and payment terms. Whether you use cash accounting or accrual accounting, we’ll review each journal entry for accuracy.
Process paychecks and payroll taxes
Keep your employees and contractors happy with accurate and timely wages. We’ll also file payroll taxes, handle benefits, and make sure you’re compliant with changing tax laws and regulations.
Understand financial reports
We keep you in the loop with understandable and consistent reports on your company’s financial information. Whether it’s an income statement or balance sheet, our bookkeeping and accounting services provide the data needed to make better business decisions.
Plan, prepare, and file taxes
When it comes time to file your taxes, we’ll help you gather and prepare all the information we need for timely and accurate tax returns. Whether you need help with quarterly taxes or year-end tax planning, our Fresno bookkeepers will make bookkeeping simple for you.
Reconcile bank statements
Managing numerous business credit cards and bank accounts can be exhausting. Our full-time bookkeepers help you automate the routine aspects, like receipt tracking. Then, our bookkeepers review your records for accuracy and track down any discrepancies. Say goodbye to handling bank reconciliations on your own.
Understand financial reporting
We’ll check in with you regularly and help you understand reports on your company’s financial health. We look at your balance sheet, income statement, and monthly and quarterly financial transactions to help you make profitable business decisions. In addition to cash flow projections and other advanced financial KPIs, we’ll review the four major financial statements: your income statement, balance sheet, statement of cash flow, and statement of owner’s equity. As part of our CPA firm’s financial reporting, we provide:
- Key Performance Indicator (KPI) Reports
- Insights related to financial statements.
- Additional analyses based on company goals (like profitability analysis and business budget variance analysis).
Get advisory accounting and business consulting
Our CPA firm provides accounting advisory services to help you create a financial planning strategy for your business. After your bookkeeper records transactions and maintains organized financial records, our Fresno accounting consultations will translate that information into profitable decisions for your business.
As part of our advisory accounting services, our team of Fresno CPAs will consult with on business planning and development strategies for achieving both short-term and long-term goals.
Assess and improve your system of internal controls
Are you operating efficiently and effectively? Setting up effective internal controls is essential for protecting your company against waste and fraud. Our Fresno CPA firm will examine your internal controls setup and recommend ways to improve them.
As part of our review and recommendations for your company’s system of internal controls, we’ll:
- Implement segregation of duties to reduce the chance of error or fraud
- Set up an approval workflow with appropriate management personnel for financial transactions.
- Regularly review internal controls for consistent implementation and effectiveness
- Provide training and guidance to employees to ensure they understand and can perform their role
- Document policies and procedures and make them accessible to staff for consistency and assured performance