Some bookkeepers simply make sure that transactions are recorded, and accounts are reconciled before the financial statements are sent out each month. At JAYA Financial, we take financial services to the next level by offering financial reports with context and details, including pivot tables, charts, and graphs that show your current financial position compared to your past and your projections for the near future.
One of the first things we will do is create and organize a chart of all your business accounts, consolidating the information into concise financial statements that make it easier to evaluate where your business is and where it is headed. We can also conduct a historical cleanup of your financial statements if needed, and we can discuss adding this service to your customized package of services if desired. Once we have organized everything, it will be easy to identify your profits and expenses, and the information will be presented in a clear, readable way.
Once we have organized your financial statements, we can often recommend valuable tax strategies that can potentially save your business money. We can help you improve your financial processes, allowing you to make better and more informed decisions. With our help, you’ll be able to mine valuable information from your
financial statements, helping you make better decisions and identify possible issues faster than ever before.
If you are starting a new business or want to strengthen an existing business in
Charlotte, North Carolina or the surrounding area, our expert help is just a phone
call away.
