Online Bookkeeping Services Billings, MT

Your financial statements aren’t just numbers on a page, they are the cornerstone of your business’s success. Whether you need to make informed decisions, attract investors, or ensure compliance, we deliver accurate, fully compliant financial statements that provide a transparent overview of your business’s financial position.

What We Offer:

• Profit & Loss Statement (Income Statement) - Get a comprehensive summary of your earnings, expenses, and net income so you can track performance, identify trends, and adjust strategies.
• Balance Sheet - A concise overview of your assets, liabilities, and equity, helping you understand where your business stands financially.
• Cash Flow Statement - See exactly your revenue sources and where it’s going, so you can maintain stability and eliminate cash flow surprises.
• Financial Ratios & KPI Analysis - We evaluate key indicators like profit margins and liquidity ratios to spot areas for growth and potential risks.
• Investor & Grant Reporting - Meticulously structured reports designed for financial institutions, investors, and philanthropic organizations to help you secure funding.

Well-prepared financial statements build confidence among investors, minimize uncertainties, and help you make data-driven decisions that ensure scalability.

A strong financial plan is the foundation to long-term success and stability. We create customized budgets and forecasts to help you stay on track, anticipate challenges, and steer your business with confidence.

What We Offer:

• Annual & Monthly Budgeting - Data-backed financial plans based on past performance, industry benchmarks, and long-term vision. 
• Revenue & Expense Forecasting - Insightful projections that help you prepare for future financial needs, ensuring sustainable cash flow. 
• Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and expected-case financial models to equip you for changing market conditions.
• Budget vs. Actual Performance Tracking - Regular comparisons between your planned budget and current financial performance to keep you on track.

Effective budgeting and forecasting give you financial confidence, prevent cash flow surprises, and allow you to grow with confidence.

Profitability doesn’t ensure financial stability, cash flow does. We help you manage your cash flow proactively so you can cover expenses, compensate your team, and scale your business.

What We Offer:

• Cash Flow Projections - Short- and long-term forecasts to ensure financial security and sustain stability.
• Accounts Payable & Receivable Optimization - Accelerated payments from clients and efficient payables management to strengthen cash flow.
• Expense Tracking & Cost Control - Spot wasteful spending, cut non-essential costs, and increase margins.
• Emergency Fund Planning - Establish financial reserves to create a safety net from unexpected downturns.
• Liquidity & Solvency Planning - Ensure your business sustains healthy financial ratios and is always prepared for growth opportunities.

Poor cash flow management is one of the biggest reasons businesses shut down, our expertise keeps you ahead of financial challenges.

Errors in payroll can lead to dissatisfied workers, tax penalties, and regulatory violations. We handle payroll for you, ensuring your team gets paid accurately, without delays, and in complete alignment with government policies.

What We Offer:

• Payroll Processing & Direct Deposits - Seamless handling of wages, contractor payments, and direct bank transfers.
• Federal & State Payroll Tax Withholding - Precise tax calculations to keep your business compliant.
• Quarterly & Annual Tax Filings - We handle all employee tax reports, including W-2s, contractor tax documents, and quarterly tax returns.
• Benefits, Deductions & Overtime Compliance - Proper management of medical coverage, pension deductions, and labor law requirements.
• Payroll Audits & Compliance Checks - Routine payroll reviews to identify mistakes, avoid penalties, and ensure compliance.

A error-free payroll system ensures employee satisfaction, safeguards your business, and maintains regulatory adherence.

Audits can be nerve-wracking, but they don’t have to be. We help you stay audit-ready year-round with accurate financial records and full compliance with regulations.

How We Help:

• Audit-Ready Financial Statements - Ensure all your financial reports meet audit requirements.
• Internal Controls Assessment - Identify fraud risks, errors, and regulatory weaknesses before they become major issues.
• Nonprofit & Grant Compliance Audits - Specialized support for charities to track restricted funds and meet funding guidelines.
• IRS & Tax Audit Support - Full documentation, expert guidance, and compliance guidance if you’re audited.
• Pre-Audit Preparation & Risk Mitigation - We review your records to spot potential red flags before an audit begins.

Maintaining audit preparedness reduces stress, ensures compliance, and protects your business from costly penalties.

Beyond bookkeeping and compliance, we provide professional advice to help you increase profitability, get financing, and make smarter business decisions.

What We Offer:

• Profitability & Cost Analysis - Identify opportunities to boost revenue and cut unnecessary costs for a healthier bottom line.
• Strategic Tax Planning - Maximize deductions, leverage tax credits, and refine your tax strategy to minimize liabilities and retain more profits.
• Investment Preparation & Funding Strategy - Prepare comprehensive financial reports and presentations to attract investors or obtain funding with confidence.
• Financial Sustainability for Nonprofits - Expert guidance on grant funding, donor engagement, and efficient budgeting to ensure long-term stability.

The right financial strategy can take your business from stagnant to expanding.