Serenity Financial Solutions

 

Get the help you need for analyzing your business!

 

CHART OF ACCOUNTS SETUP

 

Setup a structures account list in QuickBooks consisting of assets, liabilities, equity, COGS, revenue, and expenses to capture business transactions.

 

BUDGETING/FORECASTING

 

An estimation of the revenue and expenses over a specified future period of time using historical data to help you plan ahead.

 

GENERAL LEDGER REVIEW

 

Review of your financial report to ensure all transactions are recorded to the proper account.

 

FINANCIAL STATEMENTS

 

Reports summarizing accounts to provide information necessary in business decision making or for other interested parties. These reports often include; Balance Sheet, Income Statement, Statement of Cash Flow.