Accounting & Bookkeeping

Regain Control of Your Finances

  • Examining all your cash transactions
  • Reconciling cash to your bank statements
  • Implementing controls to minimize fraud
  • Improving workflow and productivity
  • Emergency services are available

Financial Statement Preparation

  • Recording vendor invoices (Expenses)
  • Creating and sending customer invoices (Revenue)
  • Recording monthly transactions (Fixed Assets, PrePaid & Accruals)
  • Adjusting revenue, COGS, and inventory accounts as needed

Forecasting & Analysis Services

  • Planning with our Forecasting Model
  • Increasing insight into product costs with a Gross Margin Analysis
  • Reviewing fluctuations in Revenue & Expenses
  • Building a Budget to maintain control
  • Reviewing Budget to Actual results

“We were pretty unhappy with our prior bookkeeping service (not timely or accurate) which resulted in feeling that the business was out of control – we had no insight into our own operation. We needed help fast. Once we got connected with Dan, he put a process in place to help us get control of our cash, he began to provide more meaningful financials & provided detailed analysis. Dan has been by our side, both in-person & virtually, when we needed him most. Thanks to Dan, we’re back in control!”

-Early Minds Child Care, Inc. 

617-240-2686  •

Mon.-Fri. 8 am – 8 pm  •  Sat.-Sun. 10 am – 6 pm

Greater Boston Area