Bookkeeping4advisors, Llc

Bookkeeping4Advisors, LLC serves as a bookkeeping professional for financial advisors and small, service-based businesses. Using QuickBooks, we review your financial records prior to working with us to ensure everything is in order. After this initial clean-up process, we will handle the books moving forward. We will customize your firm’s chart of accounts, making sure your firm’s financial statements are understandable to you. Financial statements provided include your Balance Sheet, your Income Statement, and your Statement of Cash Flows. Statements are prepared in coordination with your accountant. We will work with you to identify your firm’s goals. Key performance indicators will be developed and tracked to monitor progress toward your firm’s goals. Bookkeeping4Advisors, LLC provides the following services-> One-time clean-up services -> Monthly ongoing services -> Quarterly key performance indicator monitoring If you are interested in these services, please contact Sam Flomenberg, CFP® at sam@bookkeeping4advisors.com.