Online Bookkeeping Services Boulder, CO

Your financial statements aren’t just numbers on a page, they are the backbone of your business’s success. Whether you need to plan strategically, secure funding, or ensure compliance, we deliver meticulously prepared, fully compliant financial statements that provide a transparent overview of your business’s financial position.

How We Help:

• Profit & Loss Statement (Income Statement) - Get a detailed breakdown of your earnings, outflows, and net income so you can measure growth, identify trends, and enhance profitability.
• Balance Sheet - A structured breakdown of your resources, debts, and equity, helping you understand where your business stands financially.
• Cash Flow Statement - See exactly where your money is coming from and your expense distribution, so you can keep finances under control and eliminate cash flow surprises.
• Financial Ratios & KPI Analysis - We analyze key metrics like profit margins and liquidity ratios to spot areas for growth and red flags.
• Investor & Grant Reporting - Professionally prepared reports tailored for banks, investors, and philanthropic organizations to help you raise capital.

Reliable financial statements build confidence among investors, reduce financial risk, and help you steer your business toward success that accelerate expansion.

A well-structured financial plan is the backbone to long-term success and stability. We create tailored budgets and forecasts to help you maintain control, mitigate risks, and make informed financial decisions.

How We Help:

• Annual & Monthly Budgeting - Structured financial plans built around past performance, industry benchmarks, and long-term vision. 
• Revenue & Expense Forecasting - Insightful projections that help you prepare for future financial needs, ensuring financial preparedness. 
• Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and expected-case financial models to prepare your business for uncertainties.
• Budget vs. Actual Performance Tracking - Ongoing comparisons between your planned budget and real-world financial performance to keep you on track.

Strategic budgeting and forecasting give you financial confidence, minimize unexpected shortfalls, and allow you to achieve financial stability.

Generating revenue doesn’t ensure financial stability, steady cash flow is the real key. We help you take control of your cash flow proactively so you can meet financial obligations, handle payroll, and scale your business.

What We Offer:

• Cash Flow Projections - Immediate and future forecasts to ensure financial security and maintain stability.
• Accounts Payable & Receivable Optimization - Accelerated payments from clients and efficient payables management to enhance cash flow.
• Expense Tracking & Cost Control - Identify inefficiencies, cut non-essential costs, and increase profitability.
• Emergency Fund Planning - Build & strengthen financial reserves to shield your company from economic uncertainty.
• Liquidity & Solvency Planning - Ensure your business achieves healthy financial ratios and is always ready to expand.

Uncontrolled cash flow is one of the top reasons businesses struggle, our expertise protects your company from this risk.

Errors in payroll can lead to frustrated staff, tax penalties, and compliance issues. We take payroll off your plate, ensuring your team gets paid without errors, punctually, and in full compliance with regulations.

What We Do:

• Payroll Processing & Direct Deposits - Seamless handling of employee pay, contractor payments, and direct bank transfers.
• Federal & State Payroll Tax Withholding - Error-free tax withholding to keep your business free from penalties.
• Quarterly & Annual Tax Filings - We handle all employee tax reports, including year-end employee tax forms, 1099s, and quarterly tax returns.
• Benefits, Deductions & Overtime Compliance - Efficient management of health benefits, retirement plans, and extra hours compensation.
• Payroll Audits & Compliance Checks - Routine payroll inspections to catch errors, avoid penalties, and ensure compliance.

A well-structured payroll process ensures employee satisfaction, shields you from lawsuits, and ensures compliance.

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

What We Offer:

• Audit-Ready Financial Statements - Ensure all your financial reports pass audits with ease.
• Internal Controls Assessment - Identify financial discrepancies, inaccuracies, and regulatory weaknesses before they become major issues.
• Nonprofit & Grant Compliance Audits - Specialized support for NGOs to manage donor contributions and meet reporting standards.
• IRS & Tax Audit Support - Full paperwork preparation, expert guidance, and compliance guidance if you’re audited.
• Pre-Audit Preparation & Risk Mitigation - We analyze your books to spot potential red flags before an audit begins.

Being proactive with audits eliminates last-minute panic, keeps you legally secure, and shields your organization from costly penalties.

Beyond financial tracking and compliance, we provide expert financial insights to help you increase profitability, get financing, and make smarter business decisions.

What We Offer:

• Revenue and Expense Evaluation - Identify opportunities to boost revenue and reduce expenses for a healthier bottom line.
• Strategic Tax Planning - Maximize deductions, leverage tax credits, and refine your tax strategy to reduce tax burdens and retain more profits.
• Funding & Investor Readiness - Prepare professional financial reports and presentations to gain investor interest or secure business loans with confidence.
• Financial Sustainability for Nonprofits - Expert guidance on grant funding, donor engagement, and cost-effective financial management to ensure long-term stability.

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