We only offer Financial Report Services to clients that have selected both the Bank Feed Categorization and Account Reconciliation services. If your accountant has not been doing your weekly bank feed categorizations and monthly account reconciliations, they cannot guarantee the accuracy of your business financial reports. With financial report services, your accountant will create entries and validate the balances on your Balance Sheet. They will also verify income and expenses on your Profit and Loss report. Your accountant will send notifications requesting any information needed to finalize your financial reports that will show up on your client dashboard. You can upload information into a folder within your secure document upload portal or email it directly to your accountant. Our financial report services are valuable to business owners that want to grow their revenues and control their expenses. Your dedicated accountant will listen to your dreams for the growth of your business and share them with you. We customize our Monthly Management Financial Report Suite to meet the needs of each individual client. There is no limit to the quantity and customization of your monthly financial reports.

Your Accountant will Provide Feedback on Your Monthly Financials

Small business owner’s need straightforward easy to understand explanations of their business financial reports. Your accountant will provide you with a common-sense analysis of your Statement of Cash Flows, Profit and Loss Report and your Balance Sheet Report. Business owners need to know the overall financial health of their businesses, as it is very important to their long-term success. Your accountant will help you understand your operating, investing, and financing activities. Each month, your accountant will upload your Management Financial Reports into the “From My Accountant” folder located within your secure document upload portal and send you a notification to review your reports and provide feedback as needed.

Your Accountant will Record Asset, Liability, Equity Transactions

Because your QuickBooks Online financial reports for your business should include current business assets, current liabilities, and current equity, your accountant will make sure these transactions are accurately recorded each month. The only exception is when these transactions occur outside of QuickBooks Online, such as when a client uses a third-party e-commerce application for sales, or when a third-party provider processes your payroll. Our firm offers monthly services to record your point-of-sale transactions and the payroll processed by a third-party payroll provider such as Gusto, ADP and Paychex. Even if you have not chosen one of our monthly services to enter third-party data, your accountant will advise you on how to enter this data in your QuickBooks Online account.

Regina Pitts
Regina PittsChief Financial Officer
Member of the QuickBooks ProAdvisor Program

Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service

Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.

We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.

I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.

Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.

At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!

Take care,

Gina

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.