Accounting and Bookeeping
Let us handle all your bookkeeping needs, so you can focus on running your business like a boss.
Accounting and Bookkeeping
Monthly or quarterly financial close, includes the follwoing:
​
-
Recording financial transactions: This includes entering data from financial documents such as invoices, bills, receipts, bank and credit card statements, into the accounting software.
-
Reconciling bank and credit card statements: This involves matching the transactions in the bank and credit card statements with the transactions entered in the accounting software to ensure accuracy and completeness.
-
Generating financial statements: This includes creating financial statements such as balance sheets, income statements, and cash flow statements.
-
Preparing reports: This includes creating reports such as aging reports, sales reports, and expense reports.
-
5. Filing compliance reports: This includes filing any compliance reports required by the government, such as sales tax or payroll tax returns.
-
Reviewing and analyzing financial data: This includes reviewing and analyzing financial data to identify trends, patterns, and opportunities, and providing recommendations for improving financial performance.
-
Communicating with client: This includes regular communication with the client to discuss the financial data, answer any questions, and provide guidance on financial matters.
-
Maintaining accurate and organized records: This includes maintaining accurate and organized records of all financial transactions, and ensuring that all financial records are up-to-date and easily accessible. Overall, bookkeeping services are designed to help businesses stay on top of their financial transactions and maintain accurate financial records. By outsourcing these services, businesses can save time and resources, while also gaining valuable insights into their financial performance.
.jpg)
Fractional CFO
Leave the financial strategy to us, we'll take care of all your CFO needs..
​​
​CFO Services by Highborn CPA:
-
Strategic Financial Leadership: Partner with experienced CFOs to make informed decisions and steer your business toward success.
-
Financial Planning & Analysis: Unlock valuable insights with in-depth financial forecasts, budgeting, and performance evaluations.
-
Risk Management: Safeguard your business by identifying, assessing, and mitigating financial risks for long-term stability.
-
Cash Flow Optimization: Enhance liquidity and working capital with expert cash management strategies tailored to your unique needs.
-
Business Growth Support: Leverage financial expertise to identify growth opportunities, assess potential acquisitions, and drive expansion.
-
Financial Reporting & Compliance: Ensure accurate and timely financial statements, maintain regulatory compliance, and instill investor confidence. Experience unparalleled financial leadership with Highborn CPA's CFO Services, tailored for businesses seeking growth and success.