Monthly and Quarterly
We develop practical and timely reports to help guide you in making timely and better informed business decisions with respect to your sales, pricing, marketing, employees, inventory and other key metrics.
We do more than provide you with accurate financial statements on a monthly or quarterly basis. We work with you to provide useful information derived from an analysis of your financial statements so you can make better decisions about your business.
Whether you need monthly services or an annual review, we can provide a level of service appropriate to your business and your bookkeeping responsibilities.
Please contact us for a no-cost appointment.
Example of how we can help...
We recently were retained to help a client new to us gain a better understanding of the dynamics unique to her business.
The owner was frustrated by the fact her firm was losing money despite several years of increases in both customers and revenues. After a thorough analysis of all the data contained in her financial statements, we showed her how the firm's variable costs and overhead were having an adverse impact on profitability.
Accordingly, we made two recommendations: Eliminate one management position and institute a 16% price increase. On the basis of our analysis and her understanding of the previously hidden factors, she acted on our recommendations. The following year, the company survived in a declining market, maintained its customer base, continued to provide stable jobs to its 150 employees - and earned a profit.
We're proud to have helped the owner return to profitability, thanks to our practical approach to accounting. Practical advice is essential to our service, and we can help you benefit from a thorough analysis and understanding of your financial statements.