Online Bookkeeping Services Easton, MA

Your financial statements aren’t just data in a spreadsheet, they are the backbone of your company’s growth. Whether you need to plan strategically, secure funding, or ensure compliance, we deliver precise, 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, outflows, and net income so you can measure growth, identify trends, and adjust strategies.
• Balance Sheet - A structured breakdown of your resources, liabilities, and equity, helping you assess your financial health.
• Cash Flow Statement - See exactly where your money is coming from and your expense distribution, so you can maintain stability and prevent financial gaps.
• Financial Ratios & KPI Analysis - We assess key indicators like profit margins and liquidity ratios to spot areas for growth and red flags.
• Investor & Grant Reporting - Professionally prepared reports customized for banks, investors, and philanthropic organizations to help you secure funding.

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

A solid financial plan is the backbone to long-term success and financial stability. We create tailored budgets and forecasts to help you stay on track, anticipate challenges, and make informed financial decisions.

How We Help:

• Annual & Monthly Budgeting - Structured financial plans based on past performance, industry benchmarks, and long-term vision. 
• Revenue & Expense Forecasting - Comprehensive projections that help you prepare for future financial needs, ensuring financial preparedness. 
• Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and realistic-case financial models to enhance financial resilience.
• Budget vs. Actual Performance Tracking - Systematic comparisons between your estimated finances and current financial performance to keep you on track.

Proactive budgeting and forecasting give you financial confidence, prevent cash flow surprises, and allow you to scale sustainably.

Generating revenue doesn’t guarantee financial stability, cash flow does. We help you manage your cash flow proactively so you can cover expenses, compensate your team, and invest in growth.

What We Offer:

• Cash Flow Projections - Short- and long-term forecasts to prevent cash shortages and maintain stability.
• Accounts Payable & Receivable Optimization - Accelerated payments from clients and efficient payables management to improve cash flow.
• Expense Tracking & Cost Control - Identify inefficiencies, eliminate unnecessary expenses, and increase profitability.
• Emergency Fund Planning - Build financial reserves to create a safety net from economic uncertainty.
• Liquidity & Solvency Planning - Ensure your business achieves healthy financial ratios and is always prepared for growth opportunities.

Uncontrolled cash flow is one of the biggest reasons businesses fail, our expertise ensures yours doesn’t.

Errors in payroll can lead to dissatisfied workers, tax penalties, and legal trouble. We take payroll off your plate, ensuring your team gets paid correctly, without delays, and in complete alignment with regulations.

How We Help:

• Payroll Processing & Direct Deposits - Effortless handling of salaries, contractor payments, and electronic payments.
• Federal & State Payroll Tax Withholding - Accurate tax withholding to keep your business compliant.
• Quarterly & Annual Tax Filings - We handle all payroll-related tax documents, including W-2s, contractor tax documents, and quarterly tax returns.
• Benefits, Deductions & Overtime Compliance - Efficient management of health benefits, 401(k) contributions, and labor law requirements.
• Payroll Audits & Compliance Checks - Scheduled payroll evaluations to identify mistakes, avoid penalties, and ensure compliance.

A reliable payroll system keeps your employees happy, 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 Do:

• Audit-Ready Financial Statements - Ensure all your financial reports meet audit requirements.
• Internal Controls Assessment - Identify fraud risks, errors, and compliance gaps before they become major issues.
• Nonprofit & Grant Compliance Audits - Specialized support for nonprofits to track restricted funds and meet funding guidelines.
• IRS & Tax Audit Support - Full paperwork preparation, representation, 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 minimizes anxiety, keeps you legally secure, and shields your organization from costly penalties.

Beyond financial tracking and regulatory adherence, we provide expert financial insights to help you increase profitability, get financing, and enhance decision-making.

What We Offer:

• Profitability & Cost Analysis - Identify opportunities to boost revenue and reduce expenses for a stronger bottom line.
• Strategic Tax Planning - Maximize deductions, leverage tax credits, and fine-tune your tax strategy to minimize liabilities and retain more profits.
• Investment Preparation & Funding Strategy - Prepare professional 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 financial longevity.

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