We take care of your books so you can take care of business.

Bookkeeping

  • Design and set-up initial chart of accounts and coding of income and expense transactions

  • Data entry of financial transactions

  • Liaise with payroll provider

  • Complete bank and credit card reconciliations

  • Quarterly financial statements

  • Complete year-end adjusting entries

  • Prepare and balance year-end to submit to tax accountant

  • Liaise with tax accountant

Monthly Accounting

  • Everything in Bookkeeping, plus…

  • Monthly financial statements

  • Monthly video conference to discuss financial performance

  • Technology set-up and integration into your processes as needed (e.g. Expensify & Receipt Bank)

  • Annual or quarterly CAT tax filings

  • Receipts: sorting and tracking source documents into accounting system

  • Monthly sales tax filings

Virtual CFO Services

  • Everything in Bookkeeping and Monthly Accounting, plus…

  • Cash Flow Analysis

  • Financial Modeling, including but not limited to: profitability analysis, benchmarking, cost analysis by product/service line

  • Developing solid budgeting, forecasting, and plan for growth

  • Priority unlimited telephone and email access with a response within 1 business day

  • Additional financial analysis and support on business decisions

  • Assistance with grants, loan applications, and government funding

 
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“We absolutely love working with Sugarcreek Consulting! They are so organized, accessible, and helpful - exactly what I needed to take my business to the next level.”

— Cady Vance, Floral V Designs

Technology Solutions

We sync with your other accounts to save time, improve accuracy, and keep your books current. Don’t have these tech options in place? We’ll help get you started.

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Whatever it is, the way you tell your story online can make all the difference.
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Whatever it is, the way you tell your story online can make all the difference.
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Whatever it is, the way you tell your story online can make all the difference.
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Whatever it is, the way you tell your story online can make all the difference.

Is your favorite software missing in the list above? No worries. We work with many others.