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BOOKKEEPING

Our experienced bookkeeping services facilitate a smooth and successful functioning of your business.

We recognize that every business is unique, and we will personalize a strategy for your exact needs. Our goal is to cultivate a partnership that develops with you, providing you with the tools and information you need to grow and strengthen. Using our state-of-the-art bookkeeping technology and extensive knowledge from years of experience, ensures that your needs will be met in a professional and timely manner.

BOOKKEEPING

Our experienced bookkeeping services facilitate a smooth and successful functioning of your business.

We recognize that every business is unique, and we will personalize a strategy for your exact needs. Our goal is to cultivate a partnership that develops with you, providing you with the tools and information you need to grow and strengthen. Using our state-of-the-art bookkeeping technology and extensive knowledge from years of experience, ensures that your needs will be met in a professional and timely manner.

OUR BOOKKEEPING SERVICES

● Bank, Loan and Credit Card Reconciliation
● Accounts Receivable
     • Receive Mail
     • Make Deposits
     • Send Statements
● Track and Manage Independent Contractors
     • Obtaining General Liability & Tax I.D.’s

● Accounts Payable
● Tracking Income & Expenses
● Categorizing Your Books
● Year-end 1099 Reports & Filing
● Year-end Preparation for your Accountant
● Lien Waiver Management

● Monthly Financial Reporting
● Balance Sheet
● Income Statement (Profit & Loss)
● Budgets
● Forecast / Projection Reports
● Cash Flow Analysis
● Coordinate & Communicate with your Tax Professionals

OUR BOOKKEEPING SERVICES

  • Bank, Loan and Credit Card Reconciliation
  • Accounts Receivable
    • Receive Mail
    • Make Deposits
    • Send Statements
  • Track and Manage Independent Contractors
    • Obtaining General Liability & Tax I.D.’s
  • Accounts Payable
  • Tracking Income & Expenses
  • Categorizing Your Books
  • Year-end 1099 Reports & Filing
  • Year-end Preparation for your Accountant
  • Lien Waiver Management
  • Monthly Financial Reporting
    • Balance Sheet
    • Income Statement (Profit & Loss)
    • Budgets
    • Forecast / Projection Reports
    • Cash Flow Analysis
  • Coordinate & Communicate with your Tax Professionals

LET WHITEFISH FINANCIAL SERVICES STREAMLINE YOUR BOOKKEEPING WORKLOAD

CONTACT US TODAY
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ADDRESS

200 Parkhill Drive
Whitefish, MT

CONNECT

406.863.9638
info@whitefishfinancial.com

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