Online Bookkeeping Services Trumbull, CT

Your financial statements aren’t just data in a spreadsheet, they are the foundation of your business’s success. Whether you need to make informed decisions, secure funding, or stay audit-ready, we deliver accurate, audit-ready financial statements that provide a transparent overview of your organization’s standing.

How We Help:

• Profit & Loss Statement (Income Statement) - Get a comprehensive summary of your revenue, expenses, and net income so you can track performance, recognize opportunities, and adjust strategies.
• Balance Sheet - A clear overview of your resources, 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 assess key indicators like profit margins and liquidity ratios to identify strengths and financial weaknesses.
• Investor & Grant Reporting - Professionally prepared reports designed for banks, investors, and funding bodies to help you secure funding.

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

A well-structured financial plan is the backbone to business growth and stability. We create customized 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, market standards, and future goals. 
• Revenue & Expense Forecasting - Comprehensive projections that help you anticipate 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 planned budget and actual financial performance to adjust strategies proactively.

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

Generating revenue doesn’t guarantee financial stability, steady cash flow is the real key. We help you take control of your cash flow effectively so you can cover expenses, pay employees, and invest in growth.

How We Help:

• Cash Flow Projections - Short- and long-term forecasts to ensure financial security and sustain stability.
• Accounts Payable & Receivable Optimization - Faster invoice collections and efficient payables management to enhance cash flow.
• Expense Tracking & Cost Control - Identify inefficiencies, reduce financial waste, and increase margins.
• 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 positioned for scaling.

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

Errors in payroll can lead to dissatisfied workers, tax penalties, and regulatory violations. We take payroll off your plate, ensuring your team gets paid accurately, without delays, and in full compliance with legal requirements.

What We Offer:

• Payroll Processing & Direct Deposits - Reliable handling of employee pay, contractor payments, and automatic deposits.
• Federal & State Payroll Tax Withholding - Precise tax calculations to keep your business free from penalties.
• Quarterly & Annual Tax Filings - We handle all payroll-related tax documents, including year-end employee tax forms, contractor tax documents, and quarterly tax returns.
• Benefits, Deductions & Overtime Compliance - Proper management of health benefits, 401(k) contributions, and labor law requirements.
• Payroll Audits & Compliance Checks - Routine payroll evaluations to identify mistakes, stay ahead of regulations, and maintain legal standing.

A reliable payroll system keeps your employees happy, shields you from lawsuits, and maintains regulatory adherence.

Audits can be stressful, but they don’t have to be. We help you stay audit-ready year-round with meticulously maintained accounts 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 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, expert guidance, and legal adherence if you’re audited.
• Pre-Audit Preparation & Risk Mitigation - We review your records to spot potential red flags before an audit begins.

Being proactive with audits minimizes anxiety, keeps you legally secure, and shields your organization from costly penalties.

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

What We Offer:

• Revenue and Expense Evaluation - Identify opportunities to boost revenue and cut unnecessary costs for a stronger bottom line.
• Strategic Tax Planning - Maximize deductions, leverage tax credits, and refine your tax strategy to minimize liabilities and increase savings.
• Investment Preparation & Funding Strategy - Prepare professional financial reports and presentations to gain investor interest or obtain funding 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.