Accounting Services
Bookkeeping & Transaction Management
Every business has money coming in and money going out. Keeping track of it all can quickly become overwhelming, especially as your business grows. We use QuickBooks to organize and record your income, expenses, customer payments, and business purchases so everything is kept in one place. Instead of wondering where your money went or digging through receipts at tax time, you'll have a clear and organized financial record that is always up to date. This allows you to focus on running your business while knowing your finances are being properly tracked.
"Being busy doesn't always mean making money. We will make sure your labor is fruitful." - Russell Sorrentino
Bank & Credit Card Reconciliations
Your bank account and credit card statements tell one story, while your bookkeeping records tell another. It's important that those stories match. Each month, we compare your QuickBooks records to your actual bank and credit card accounts to make sure every transaction has been recorded correctly. This process helps catch missing transactions, duplicate charges, bank errors, and other mistakes before they become bigger problems. The result is greater confidence that your financial information is accurate and trustworthy.
Financial Statements
QuickBooks can generate powerful financial reports, but many business owners never take full advantage of them. We prepare and review your key financial statements so you can clearly see how your business is performing. You'll be able to understand how much revenue you're generating, where your money is being spent, and whether your business is becoming more or less profitable over time. Rather than looking at a confusing list of numbers, you'll receive organized reports that provide meaningful insight into the health of your business and help support better decision-making.
Bookkeeping Cleanup Services
Not all bookkeeping records are accurate or up to date. If your books have fallen behind, transactions have been categorized incorrectly, or your financial reports don't seem right, we can help. Using QuickBooks, we'll review your existing records, identify errors, correct miscategorized transactions, and reconcile accounts to bring your books back into order. Our goal is to create clean, reliable financial records that you can trust and build from moving forward.
One-on-One Consultations
Having financial information is one thing—understanding it is another. During one-on-one consultations, we'll walk through your QuickBooks account and financial reports together in plain English. We'll answer your questions, explain important financial concepts, and help you understand what your numbers are telling you about your business. Whether you're trying to improve profitability, manage cash flow, or simply learn how to use QuickBooks more effectively, these sessions are designed to give you the knowledge and confidence to make informed financial decisions.
Ready to get started?
Call us anytime at 1 (914) 229-9330
1 (914) 229-9330
At Forthright Accounting, we provide reliable bookkeeping services that help small business owners stay organized,
understand their numbers, and make confident financial decisions.
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