Monthly Account Reconciliation/Business Advisory Services

Reconciling your business checking account each month allows us to keep your bank account, accounting, and taxes up-to-date.

Having us reconcile your account each month allows you to…

• Identify lost checks, lost deposits, and unauthorized wire transactions.

• Detect and prevent excess/unjustified bank charges and ensures transactions are posted correctly by your bank.

• Detect and prevent embezzlement of funds from within your company.

• Know how your business is doing? You can’t really know unless all accounts are reconciled and properly accounted for on your financial statement.

• Manage your cash more effectively. Proper management of funds not only saves money, it makes money for you.

• Protect yourself. By timely reconciling and promptly objecting to your bank about any unauthorized, fraudulent or forged checks presented to your bank and paid by that bank, you can relieve your agency of responsibility for the shortfall and transfer the risk to the bank. This reason to reconcile alone should be enough. Crime exists.

• Sleep Better. You will sleep more peacefully at night knowing your bank accounts are reconciled, in balance and that all escrow funds, accounts, checks, and disbursed funds are properly accounted for.
  

Advisory Services 

Advisory services in accounting means the accountant provides expert recommendations, options, and strategies to help business owners achieve their financial and operational goals. Often, accountants bring industry experience, accounting technology and process expertise, financial acumen, and an understanding of the client to develop personalized recommendations. Accountants help business owners prosper by providing advisory services, such as tax planning, technology implementation and maintenance, management reporting, cash flow forecasting, key performance indicator dashboards, industry benchmarking, business performance reviews, process automation, budgeting and goal tracking, strategic planning, product price testing, profitability consulting, wealth management, and more.