Monthly Bookkeeping

 

Financial Accounting

Monthly Bookkeeping Services

At Yari Solutions, we don’t just categorize transactions, reconcile accounts and provide reports. We support you with other tasks and support throughout the year. We get everything ready for your tax preparer and communicate with them to ensure your taxes are completed in a timely manner and accurately. It is common to find mistakes on tax returns due to high pressure and short deadlines during tax time which we’re not affected by, so at your request, we will review a draft of your tax return for accuracy.

Monthly Bookkeeping Packages

We approach bookkeeping creatively. First, we will identify if you’re interested and/or need financial accounting or managerial accounting, or both. We do more than just “enter transactions and print a report.”

Our packages include:

  • Categorizing transactions
  • Reconciling accounts
  • Preparation of management accounting reports
  • Answering your accounting questions year-round
  • Identifying fraud
  • Maximizing your tax deductions
  • Handling your tax agency and insurance audits
  • Sending everything to your CPA/Tax Preparer and communicating with them throughout the year
  • Communicating with third-party consultants, auditors, investors, bankers, etc.
  • Reviewing a draft of your tax return before it’s sent to IRS

We never assume how to categorize a purchase because every tax write-off counts. We send preliminary report requesting your input on certain transactions.

Our financial reports provide you the data in a way that coincides with your business and how you run it.

We offer these services on personal finances, not just business, giving you a 360 view of your financial health.

We offer flat-fee monthly packages. Based on our decades of experience we’ve created three (3) packages that fit the needs of most small businesses.

Additional Services

We offer a variety of essential services that can be added to our packages above. Contact us to request a quote for these additional services:

 

  • Weekly updates and/or higher-level accounting needs
  • Budgeting and forecasting
  • Payroll processing
  • Insurance audits, sales commissions, sales tax and city/local tax reporting, unemployment claims, etc.
  • Year-end tasks (1099s, W2s, tax forms)
  • Tax preparation (third-party partners)
  • Financial planning (third-party partners)
  • CFO services (third-party partners)

Organize, Grow And Profit.

Work With Yari Today.