SERVICES
Essential Bookkeeping
The Essential Bookkeeping service is designed for clients who seek the bookkeeping support necessary to meet their tax obligations accurately and efficiently. Not every business requires in-depth financial analysis or comprehensive reporting. With this service, we focus on the fundamental tasks that enable you to meet your tax filing requirements promptly. Your financial transactions will be properly categorized and reconciled in a timely manner each month and final financial statements published at the end of the year. With my attention to detail and commitment to accuracy, you can confidently submit your tax returns, knowing that your bookkeeping is in capable hands.
Advanced Bookkeeping
For clients who have more complex accounting needs, HWA offers an Advanced Bookkeeping service that goes beyond fulfilling tax requirements. This service provides you with the tools and knowledge to make informed strategic decisions and drive your business's growth with regular in-depth review of your financial statements, customer records, and vendor history. With this service you can identify your most profitable customers, track the performance of multiple business lines, and uncover trends throughout the year. Essential Bookkeeping clients can choose to become Advanced Bookkeeping clients at any time.
Business Advisory & Analytics
Unleash the potential of your business data with our Advisory & Analytics services. This service helps you transform data into valuable insights and empowers informed decision-making. In our data-driven world, actionable insights are vital for staying ahead and making strategic choices. Together we will define your business goals and identify the industry-specific metrics that matter most. Dynamic dashboards offer timely updates on chosen KPIs, allowing you to monitor performance and identify areas of improvement at a glance. This service is highly customizable, with every report providing clear and actionable insights along with guided interpretation to help you understand potential risks and opportunities in your business.
Accounting Catch Up + Clean Up
Has managing your financial records taken a backseat, leaving you with a pile of neglected accounting tasks? Or perhaps you've recently discovered errors or inconsistencies in your books due to the work of a previous bookkeeping service? My catch-up and clean-up services bring neglected financial records up to date and fix mistakes. This service can be combined with the Prior Period Review service below to provide recommendations regarding whether any tax filings need to be amended.
Prior Period Review
As a complement to an Accounting Clean-Up project or as a stand alone service, the Prior Period Review service provides a thorough examination of past financial statements, tax returns, payroll tax filings, sales tax filings, and more. If any missed deductions or potential tax savings are found, we can assess the financial impact and determine if it is worthwhile or necessary to file an amended return. With Prior Period Review, you can gain clarity on the accuracy of your past financial records and uncover potential tax savings.