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Value-add by a
wide margin.

From extra data hands to go-to taxation gurus, we’re all in service of your bottom line.

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Proactive & Forensic Bookkeeping

Data organization makes or breaks your business. For companies in decent shape, we offer an efficient bookkeeping model that proactively manages numbers and ledgers all year. If you’re suffering from recordkeeping discrepancies or aging datasets, we do a forensic deep dive to clean, clarify and synchronize your books’ past, present and future.

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New Book System Setup

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Audit-Proof Recordkeeping

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Daily/Monthly Bank Reconciliation

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Fully Custom Financial Reporting

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Cash Management & Collections

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Vendor/Customer File Maintenance

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Year-End Reports & Documentation

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Retroactive Data Review & Correction

Ownership-Model Accounting

Control comes from clarity. To help you maintain focus on growth, our approach to accounting adopts full financial ownership. We manage your daily cash flow, handle you’re A/P and A/R processing, and empower you with intimate familiarity of how your money moves where. Finally, you know how your finances work and where your profits are being realized.

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Bank Account & Credit Control

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Payroll Management & Filing

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Cost Command Assistance

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Budgeting & Revenue Forecasting

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Business Tax Return Preparation

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Litigation Prep & Support

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Internal Fiscal Audit & Review

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Quarterly Cash Flow Analysis

Financial Analytics & Capital Planning

The more you know the more you grow. From examining your business’s health to procuring growth capital, knowledge is profit. Enjoy an unprecedented level of analytical access, and use your newfound knowledge to form strategic decisions, get on the path to longevity, and minimize your risk profile for financing opportunity (credit lines, long-term debt, SBA loans, etc.).

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Risk-Reward Ratio Examination

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Aggregate Cost of Product Sold

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Income Statement Discovery

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In-Depth Balance Sheet Review

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Account & Cost Center Detail

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Actual vs. Budget/Actual vs. Forecast

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Loan Planning & Procurement

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Repayment Schedule Design

Selling on Amazon?

Leverage our proprietary software and retail-focused services to manage and understand your Amazon financials.

Visit connectbooks