Exceling at keeping your business’s financial records accurate, organized, and up to date. This means:

• Recording daily transactions – accurately tracking income, expenses, sales, and purchases.

• Maintaining general ledgers – ensuring all accounts are properly categorized and balanced.

• Bank and credit card reconciliations – matching books to bank statements and catching errors or fraud.

• Accounts payable & receivable – tracking bills, invoices, and customer payments.

• Payroll support – recording payroll, deductions, and related liabilities (sometimes processing payroll).

• Financial organization – keeping clean, audit-ready records and documentation.

• Monthly and year-end reporting – preparing profit & loss statements, balance sheets, and summaries for owners or CPAs.

• Compliance support – helping ensure sales tax, payroll tax, and recordkeeping requirements are met.