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Analyzing Graphs

BUSINESS SOLUTIONS FOR AN EVOLVING WORLD

More Time For the Work You Loved Doing in the First Place

We find that most business owners dread number crunching and feel inundated by the daily financial responsibilities of running their business. Let Carolina Money Minders handle the day to day financial details so you can focus on growing your business and meeting your top line strategic goals.

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Our Medium to Small Business Analysis and Bookkeeping Services may include:

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Account/Financial Analysis

  • Expense review for possible savings and adherence to budget

  • Auditing of vendor bills to ensure accuracy and revenue pass through

  • Month over Month, Quarter over Quarter and Year over Year Analysis of Financial performance with bottom line expectations and Industry Benchmarks

Accounts Receivable

  • Invoice processing or recording of manual items

  • Payments recorded

  • Deposit records prepared

  • Customer account reconciliations

  • Statement generation

Accounts Payable

  • Enter expenses using purchase orders, bills, or receipts 

  • Prepare check run for review or recording of manual checks

  • Properly classify expenses

  • Allocate credit card charges to correct account 

  • Vendor information reporting (aging, etc.) and analysis

Banking

  • Prepare and/or record deposits

  • Reconcile bank and credit card statements

Review and maintain general ledger account activity for accuracy

  • Yearly closing 

  • Prepare Account accruals and Adjusting entries

  • Book depreciation schedules

  • Prepare information for Auditor/CPA review

  • Clean up services 

    • Payroll

    • Bill Payment

    • Vendor Payment

    • Taxes

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Business Solutions: Text
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