Online Bookkeeping Services Great Kills, NY

Your financial statements aren’t just data in a spreadsheet, they are the cornerstone of your business’s success. Whether you need to make informed decisions, attract investors, or ensure compliance, we deliver accurate, audit-ready 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, outflows, and profits so you can measure growth, recognize opportunities, and make smarter financial decisions.
• Balance Sheet - A clear 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 keep finances under control and eliminate cash flow surprises.
• Financial Ratios & KPI Analysis - We evaluate key indicators like profit margins and liquidity ratios to uncover opportunities and financial weaknesses.
• Investor & Grant Reporting - Professionally prepared reports customized for financial institutions, investors, and philanthropic organizations to help you secure funding.

Well-prepared financial statements build confidence among investors, reduce financial risk, and help you make data-driven decisions that accelerate expansion.

A well-structured financial plan is the foundation to long-term success and financial stability. We create tailored budgets and forecasts to help you align with your goals, anticipate challenges, and optimize resource allocation.

How We Help:

• Annual & Monthly Budgeting - Detailed financial plans based on historical trends, market standards, and long-term goals. 
• Revenue & Expense Forecasting - Comprehensive projections that help you prepare for future financial needs, ensuring steady growth. 
• Scenario Planning & Sensitivity Analysis - Best-case, worst-case, and realistic-case financial models to prepare your business for uncertainties.
• Budget vs. Actual Performance Tracking - Ongoing comparisons between your planned budget and current 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.

Profitability doesn’t guarantee financial stability, cash flow does. We help you take control of your cash flow proactively so you can meet financial obligations, pay employees, and scale your business.

How We Help:

• Cash Flow Projections - Immediate and future forecasts to prevent cash shortages and maintain stability.
• Accounts Payable & Receivable Optimization - Accelerated payments from clients and better vendor payment strategies to strengthen cash flow.
• Expense Tracking & Cost Control - Identify inefficiencies, reduce financial waste, and increase profitability.
• Emergency Fund Planning - Build & strengthen financial reserves to shield your company from unexpected downturns.
• Liquidity & Solvency Planning - Ensure your business achieves healthy financial ratios and is always ready to expand.

Poor cash flow management is one of the biggest reasons businesses fail, our expertise protects your company from this risk.

Payroll mistakes can lead to unhappy employees, tax penalties, and compliance issues. We handle payroll for you, ensuring your team gets paid accurately, on time, and in complete alignment with regulations.

What We Do:

• Payroll Processing & Direct Deposits - Seamless handling of employee pay, contractor payments, and automatic deposits.
• Federal & State Payroll Tax Withholding - Accurate tax withholding to keep your business legally sound.
• Quarterly & Annual Tax Filings - We handle all necessary payroll forms, including year-end employee tax forms, contractor tax documents, and 941s.
• Benefits, Deductions & Overtime Compliance - Proper management of health benefits, pension deductions, and labor law requirements.
• Payroll Audits & Compliance Checks - Regular payroll inspections to identify mistakes, avoid penalties, and maintain legal standing.

A reliable payroll system keeps your employees happy, protects you from legal issues, 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.

What We Offer:

• Audit-Ready Financial Statements - Ensure all your financial reports meet audit requirements.
• Internal Controls Assessment - Identify vulnerabilities, errors, and policy violations before they become major issues.
• Nonprofit & Grant Compliance Audits - Specialized support for charities to track restricted funds and meet grantor requirements.
• IRS & Tax Audit Support - Full record-keeping, representation, and IRS communication support 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 protects your business from costly penalties.

Beyond financial tracking and compliance, we provide professional advice to help you increase profitability, secure funding, and enhance decision-making.

What We Offer:

• Revenue and Expense Evaluation - Identify opportunities to increase income and cut unnecessary costs for a stronger bottom line.
• Strategic Tax Planning - Maximize deductions, leverage tax credits, and fine-tune your tax strategy to reduce tax burdens 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 grant funding, donor engagement, and cost-effective financial management to ensure long-term stability.

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