Bookkeeping Essentials
For Growth Entrepreneurs

Clarify Your Financials Optimize Results

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Gain Control Of Your Bookkeeping Processes

Transform your bookkeeping and efficiently manage your business
with our premier expertise

Bookkeeping Essentials

  • Deliver Accurate and Up-to-Date Monthly Financial Reports

  • Prepare and Submit Monthly Sales Tax Filings Promptly to Ensure Compliance

  • Provide Ongoing Support for Financial Inquiries, Organizational Development, and System & Process Enhancements

Premier Expertise

  • Manage and Administer Accounts Receivable (A/R) and Accounts Payable (A/P) Processes

  • Administer and Process Payroll in Accordance with Established Schedules

  • Process Mandatory Year-End Filings, Including 1099s, Business Taxes, and Annual Reports

Our SOAR Methodology

Our SOAR methodology is a proven system to ensure your business stays on track
to meet your short term and long-term business goals

Strategy

Identify and capitalize on opportunities to increase revenue streams and improve profit margins.

Optimize

Conduct thorough financial analysis to understand your business’s strengths, weaknesses, opportunities, and threats.

Analysis

Establish and monitor key financial metrics to track progress and make data-driven decisions.

Revenue

Formulate strategic financial plans, including budgeting and forecasting, while aligning with leaders on long-term business goals.

The Iris Financial Group SOAR Process:

Our Experts Will Guide You To Transform Your Business

Strategy

We develop a cohesive strategic roadmap to ensure you have the foresight to stay on track and meet your business milestones

Growth Insights

We provide a 360 view of your business with financial clarity to make timely and effective decisions to transform your business

Efficiency

With our proven methodology, we streamline your accounting and finance processes so you can optimize your revenue potential and improve operational efficiencies.

“Iris Financial Group gives me the support and confidence I need as I grow my business! I lean on their expertise which allows me to focus on my design work with assurance and peace of mind!”

— Sabrina, Interior Decorator

Bookkeeping Essentials Services

Every engagement begins with our SOAR assessment of your business so we can tailor our Bookkeeping Essentials and CFO services to your specific needs

    • Record and categorize all financial transactions promptly to maintain a clear financial picture.

    • Ensure entries comply with relevant accounting standards and reflect the most recent transactions

    • Match credit card statements with recorded transactions to ensure accuracy and resolve discrepancies.

    • Reconcile bank statements with  your internal records to verify the accuracy of recorded transactions.

    • Verify loan statements against your financial records to ensure accurate recording of loan balances and interest payments.

    • Managing and processing accounts receivable involves tracking and recording customer invoices, ensuring timely collections, reconciling payments, and maintaining accurate financial records to support cash flow and customer relationships.

    • Management of vendor invoices, approvals, and timely payments to ensure accurate financial records, compliance, and strong supplier relationships.

    • Sales tax management services involve the accurate calculation, collection, and timely remittance of sales taxes in compliance with state and local regulations.

    • Maintaining up-to-date tax rates, preparing monthly filings, and addressing any related inquiries or audits to ensure smooth tax operations.

    • Preparation of monthly financial statements (Income Statement and Balance Sheet).

    • Custom financial reports packages.

    • Maintain a schedule of fixed assets, including acquisitions, disposals, and depreciation.

    • Track and record fixed asset values, locations, and statuses to ensure accurate financial reporting and asset management.

Let’s Soar Together

Connect with us for an in-depth consultation so we can
tailor our solution to your specific business needs.