Bookkeeping Services That Let You Focus on What Matters Most – Growing Your Business
Monthly or Quarterly Services Include:
Bank account reconciliation
Income statement preparation
Balance sheet generation
General ledger clean-up
Expert consultations
These core services form the foundation of a reliable accounting system. You can also tailor your package by adding payroll, tax planning, tax preparation and more.
Bank Reconciliation
Monthly bank reconciliation ensures your financials are always accurate and up to date. It helps you:
Identify lost checks or unauthorized transactions
Catch bank errors and excessive fees
Prevent internal fraud or embezzlement
Maintain accurate records for tax and decision-making
Sleep better knowing your accounts are balanced and secure
Income Statement (Profit & Loss)
Your income statement gives you a clear view of profits and losses. It helps you:
Track income and expenses
Spot over-budget areas and unexpected costs
Improve operational efficiency
Estimate tax obligations with greater accuracy
Balance Sheet
A snapshot of your business’s financial health at a single point in time. Your balance sheet allows you to:
Understand your financial strength
Analyze trends in receivables and payables
Assess readiness for expansion or credit
Monitor cash flow stability and financial risks
General Ledger Maintenance
Your general ledger is the backbone of your accounting. We’ll:
Review and clean up errors monthly
Eliminate double entries or missed transactions
Ensure your financials are accurate and audit-ready
Expert Consultations
You’re never alone with Hoffman & Associates. We offer:
Support is included in your service plan
Clear explanations of financial reports
On-demand advice to help you make informed business decisions
Have a question? Just call us at (858) 576-1122. We’re here to help.
Let us handle your books, so you can handle your business.
