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Our Services

Every Branch of YourFinances, Tended To.

From day-to-day bookkeeping to long-range advisory, each engagement is scoped with total clarity — you'll always know exactly what's included, and what isn't.

Monthly BookkeepingFinancial ReportingPayroll OversightCompensation & IncentivesBusiness AdvisorySpecial ProjectsCash Flow ForecastingQuickBooks Setup & CleanupMonthly BookkeepingFinancial ReportingPayroll OversightCompensation & IncentivesBusiness AdvisorySpecial ProjectsCash Flow ForecastingQuickBooks Setup & Cleanup
01

Monthly Bookkeeping

Clean, current books every single month — so you always know exactly where your business stands.

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What's Included

  • Transaction categorization
  • Bank & credit reconciliations
  • Journal entries
  • General ledger maintenance
  • Accounts payable / receivable management
  • Month-end close
  • Year-end coordination with CPA / tax preparer

What's Not Included

  • Bill payment authorization
  • Check signing
  • Cash handling
02

Financial Reporting

Reports you can actually read — delivered with a walking-you-through-it review, not just an attachment.

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What's Included

  • Balance sheet
  • Profit & loss
  • Statement of cash flows
  • Management reporting
  • Financial review meeting (monthly or quarterly)

What's Not Included

  • Audits
  • CPA review
  • Compilations
  • Investment advice
03

Payroll Oversight

A second set of expert eyes on every payroll run — catching errors before they become penalties.

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What's Included

  • Payroll register review
  • Payroll journal entry review
  • Monthly payroll reconciliations
  • Coordination with payroll provider
  • Payroll reporting analysis
  • Bonus and incentive calculation review
  • Process improvement recommendations
  • 941 & 941X review
  • Payroll liabilities review

What's Not Included

  • Payroll processing
  • Payroll tax filings
  • Tax deposits
  • W-2 preparation
  • Employment tax registration
  • New hire reporting
  • Garnishment administration
  • Worker's compensation administration
  • Benefits / timekeeping administration
04

Compensation & Incentives Consulting

Salary-based bonus and incentive programs designed to reward performance and support your business goals.

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What's Included

  • Design bonus and sales incentive programs that supplement an employee's base salary
  • Document compensation policies
  • Administration of bonus and sales incentive programs
  • Analyze compensation costs
  • Model incentive payouts
  • Improve payroll controls

What's Not Included

  • Commission-based compensation arrangements, including draw-against-commission plans
05

Business Advisory Services

Strategic, numbers-first guidance for the decisions that shape your next chapter.

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What's Included

  • QuickBooks setup & cleanup
  • Catch-up bookkeeping
  • Cash flow forecasting
  • Financial reporting for tax preparation
  • Budget development
  • Accounting and internal control recommendations

What's Not Included

  • Income tax filings
  • Legal advice
  • Tax advice
  • Business valuations
  • HR consulting
06

Special Projects

Focused, one-time engagements that untangle the past and set your systems up for the future.

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What's Included

  • QuickBooks cleanup
  • Historical bookkeeping cleanup
  • New business accounting setup
  • Chart of accounts redesign
  • Accounting process documentation
  • ERP implementation assistance
  • Financial reporting redesign

Not sure which service fits? Let's figure it out together.