BOOKKEEPING & FINANCE ADVISORY
You run your business
We’ll Do your Bookkeeping
Get a professional bookkeeper at a price you can afford, and powerful financial reporting with zero learning curve.
Fractional CFO Services
You’re a growing business that needs professional financial advice but can’t yet afford a full-time CFO or controller.
You’re an existing business that’s has grown to the point that you need a controller or CFO, but don’t need an on-site CFO on a daily basis.
We tailor our approach to each engagement, so that you only pay for exactly what you want and need.
Xero - Bronze Partner
Xero online accounting app gives you monthly financial statements and expense overviews to keep you in control of your money. At-a-glance visual reports help you see the big picture and give you actionable insights to help you grow your business. You’ll never be in the dark again.
Tax season, minus the stress
Tax bookkeeping and a year end package with everything you need to file comes standard with Perthshire. Need a CPA, we can refer from our trusted list of professional relationships.
Already have a CPA? We’ll work directly with them so you can breeze through tax season.
Bank Reconciliation
We reconcile all your bank statements as part of the monthly close.
A bank reconciliation should be completed at regular intervals for all bank accounts, to ensure that a company's cash records are correct. Otherwise, it may find that cash balances are much lower than expected, resulting in bounced checks or overdraft fees. A bank reconciliation will also detect some types of fraud after the fact; this information can be used to design better controls over the receipt and payment of cash.
Chart of Accounts Generation
We work with you to create categories relevant to your business.
While making a chart of accounts can be time consuming, it's an important tool for understanding the financial health of your business. Knowing the right categories to designate your revenue and expenses provide important insight into the efficiency of your business as well as facilitate the implementation of your tax management strategy.
Financial Statements
At the end of each monthly close we prepare your financial statements that include:
Balance Sheet
Income Statement or Profit & Loss Statement
Statement of Cash Flows
They are the basis for financial analysis and useful for planning and control. They are used to prepare budgets and forecasts. and thereby making financial decisions.