Online Bookkeeping Services Weymouth, MA

Your financial statements aren’t just numbers on a page, they are the cornerstone of your company’s growth. Whether you need to make informed decisions, secure funding, or ensure compliance, we deliver accurate, fully compliant financial statements that provide a transparent overview of your company’s health.

How We Help:

• Profit & Loss Statement (Income Statement) - Get a comprehensive summary of your earnings, expenses, and net income so you can track performance, identify trends, and make smarter financial decisions.
• Balance Sheet - A clear overview of your assets, debts, and equity, helping you understand where your business stands financially.
• Cash Flow Statement - See exactly your revenue sources 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 financial weaknesses.
• Investor & Grant Reporting - Meticulously structured reports customized for banks, investors, and philanthropic organizations to help you secure funding.

Accurate financial statements enhance credibility among investors, strengthen financial security, and help you make data-driven decisions that drive growth.

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

What We Offer:

• Annual & Monthly Budgeting - Detailed financial plans based on historical trends, industry benchmarks, and long-term goals. 
• 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 financial projections and actual financial performance to adjust strategies proactively.

Proactive budgeting and forecasting give you financial confidence, minimize unexpected shortfalls, and allow you to scale sustainably.

Generating revenue doesn’t guarantee 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 prevent cash shortages and sustain stability.
• Accounts Payable & Receivable Optimization - Faster invoice collections and efficient payables management to improve cash flow.
• Expense Tracking & Cost Control - Spot wasteful spending, eliminate unnecessary expenses, and maximize financial efficiency.
• Emergency Fund Planning - Build & strengthen financial reserves to shield your company from unforeseen challenges.
• Liquidity & Solvency Planning - Ensure your business sustains healthy financial ratios and is always prepared for growth opportunities.

Poor cash flow management is one of the biggest reasons businesses shut down, our expertise keeps you ahead of financial challenges.

Errors in payroll can lead to frustrated staff, tax penalties, and regulatory violations. We handle payroll for you, ensuring your team gets paid correctly, without delays, and in full compliance with legal requirements.

What We Offer:

• Payroll Processing & Direct Deposits - Reliable handling of salaries, contractor payments, and automatic deposits.
• Federal & State Payroll Tax Withholding - Precise tax calculations to keep your business compliant.
• Quarterly & Annual Tax Filings - We handle all payroll-related tax documents, including W-2s, 1099s, and quarterly tax returns.
• Benefits, Deductions & Overtime Compliance - Accurate management of health benefits, pension deductions, and overtime pay.
• Payroll Audits & Compliance Checks - Scheduled payroll evaluations to catch errors, avoid penalties, and adhere to labor laws.

A reliable payroll system ensures employee satisfaction, protects you from legal issues, and maintains regulatory adherence.

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.

How We Help:

• Audit-Ready Financial Statements - Ensure all your financial reports are accurate and compliant.
• Internal Controls Assessment - Identify financial discrepancies, inaccuracies, and policy violations before they become major issues.
• Nonprofit & Grant Compliance Audits - Specialized support for nonprofits to track restricted funds and meet grantor requirements.
• IRS & Tax Audit Support - Full paperwork preparation, expert guidance, 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.

Staying audit-ready minimizes anxiety, keeps you legally secure, and protects your business from costly penalties.

Beyond financial tracking and compliance, we provide professional financial insights to help you improve earnings, get financing, and make smarter business decisions.

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 fine-tune your tax strategy to minimize liabilities and retain more profits.
• Funding & Investor Readiness - Prepare professional financial reports and presentations to attract investors or obtain funding with confidence.
• Financial Sustainability for Nonprofits - Expert guidance on grant funding, donor engagement, and efficient budgeting to ensure long-term stability.

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