Bookkeeping Intelligence Solutions
A 21st Centruy Bookkeeping Firm
Mission
Our mission is to empower our business partners with comprehensive, data-driven bookkeeping solutions. As a trusted strategic advisor we help our clients understand what happened, why it happened, what is likely to happen, and how they can make it happen
Services
Orbit Package
Shows what has happened in the business by providing an accurate summary of financial activities
Shows what has happened in the business by providing an accurate summary of financial activities
Categorization of income and expenses
Invoice and receipt management
Monthly bank and credit card reconciliation
Monthly summary of accounts
Standard financial reports (Profit & Loss, Balance Sheet)
Lunar Package
Provides insights into why certain financial trends are happening and predicts future outcomes based on past performance
All services from the Basic Package
Payroll processing (for up to a certain number of employees)
Financial statement preparation and analysis
Budgeting and cash flow forecasting
Accounts payable/receivable management
Galactic Package
Helps clients not only diagnose and predict financial trends but also provides actionable insights to make informed financial decisions
All services from the Lunar Package
Year-end tax preparation and coordination with your tax accountant
Advanced financial reporting (e.g., cash flow, profitability, KPIs)
Inventory tracking and reconciliation
Custom financial reports based on business needs
Ongoing strategic financial advice and planning
Pre Launch
Services designed to get clients ready to launch one of BKI Packages or for a one time only service
New Business
Set Up New Quick Books Online Account
Workflow creation
Existing Businesses
Cleanup
Quick Books Online Migration
Workflow optimization
