Online Bookkeeping Services Charleston, WV

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

What We Offer:

• Profit & Loss Statement (Income Statement) - Get a comprehensive summary of your earnings, expenses, and profits so you can track performance, spot patterns, and adjust strategies.
• Balance Sheet - A structured breakdown of your assets, liabilities, and equity, helping you assess your financial health.
• Cash Flow Statement - See exactly where your money is coming from 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 financial weaknesses.
• Investor & Grant Reporting - Meticulously structured reports customized for banks, investors, and funding bodies to help you win grants.

Accurate financial statements enhance credibility among investors, minimize uncertainties, and help you make data-driven decisions that accelerate expansion.

A solid financial plan is the foundation to business growth and stability. We create customized budgets and forecasts to help you maintain control, mitigate risks, and steer your business with confidence.

What We Offer:

• Annual & Monthly Budgeting - Data-backed financial plans based on previous financial data, market standards, 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 prepare your business for uncertainties.
• Budget vs. Actual Performance Tracking - Systematic comparisons between your estimated finances and actual financial performance to keep you on track.

Strategic budgeting and forecasting put you in control, prevent cash flow surprises, and allow you to grow with confidence.

Profitability doesn’t ensure financial stability, cash flow does. We help you take control of your cash flow effectively so you can cover expenses, compensate your team, and invest in growth.

How We Help:

• Cash Flow Projections - Short- and long-term forecasts to prevent cash shortages and sustain stability.
• Accounts Payable & Receivable Optimization - Faster invoice collections and better vendor payment strategies to improve cash flow.
• Expense Tracking & Cost Control - Spot wasteful spending, cut non-essential costs, and increase profitability.
• Emergency Fund Planning - Build & strengthen financial reserves to shield your company from unforeseen challenges.
• Liquidity & Solvency Planning - Ensure your business achieves healthy financial ratios and is always prepared for growth opportunities.

Poor cash flow management is one of the top reasons businesses shut down, our expertise ensures yours doesn’t.

Payroll mismanagement can lead to unhappy employees, tax penalties, and regulatory violations. We take payroll off your plate, ensuring your team gets paid without errors, without delays, and in full compliance with legal requirements.

What We Do:

• Payroll Processing & Direct Deposits - Seamless handling of wages, contractor payments, and electronic payments.
• Federal & State Payroll Tax Withholding - Precise tax deductions to keep your business compliant.
• Quarterly & Annual Tax Filings - We handle all payroll-related tax documents, including year-end employee tax forms, 1099s, and quarterly tax returns.
• Benefits, Deductions & Overtime Compliance - Proper management of medical coverage, 401(k) contributions, and labor law requirements.
• Payroll Audits & Compliance Checks - Scheduled payroll reviews to identify mistakes, avoid penalties, and adhere to labor laws.

A well-structured payroll process keeps your employees happy, shields you from lawsuits, and ensures compliance.

Audits can be overwhelming, 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 pass audits with ease.
• Internal Controls Assessment - Identify vulnerabilities, inaccuracies, and regulatory weaknesses before they become major issues.
• Nonprofit & Grant Compliance Audits - Specialized support for charities to manage donor contributions and meet reporting standards.
• IRS & Tax Audit Support - Full record-keeping, representation, 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 reduces stress, keeps you legally secure, and shields your organization from costly penalties.

Beyond financial tracking and compliance, we provide professional financial insights to help you increase profitability, secure funding, and make smarter business decisions.

What We Offer:

• Profitability & Cost Analysis - Identify opportunities to increase income and cut unnecessary costs 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.
• Investment Preparation & Funding Strategy - Prepare comprehensive financial reports and presentations to gain investor interest or secure business loans with confidence.
• Financial Sustainability for Nonprofits - Expert guidance on fundraising, donor engagement, and efficient budgeting to ensure long-term stability.

The right financial strategy can take your business from surviving to thriving.