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