Bookkeeping Services Workflow

In Mora Business Solutions, Inc. we can help you organize your accounting books and improve your record keeping methods.

  • Easier for your tax preparation

  • Keep track of your cash flow and more

  • You can catch errors and fraud

In this first meeting we will review how is your business control in this area. Starting the conversation with the needs, what we can improve, what we can change and more; to begin with the second step.

At the second step and with all the points already reviewed, it’s important to sign a bookkeeping service agreement to let you know all the terms and conditions and give you a copy in case you have any doubt but anyway you can contact us anytime you want.

Bookkeeping set up includes financial statements packages, set up your bookkeeping account with your bank accounts connected and start working in your income-expenses transactions to give you the next step.

At this certain point we can say that is basically the process of recording and managing all financial transactions for your business, including sales, purchases, and payments.

Finally, the step you’ve been waiting for and the one that gives you result to let you know your company has been progressing in this certain area.

CLIENT INTERVIEW

AS FIRST STEP WE NEED TO TALK ABOUT YOUR BUSINESS

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SIGN BOOKKEEPING SERVICE

AFTER WE TALK BOUT IT, WE SET THE TERMS AND CONDITIONS

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BOOKKPEEPING SET UP PROCESS

THE NEXT STEPS TO FOLLOW:
  • We categorize your Checking and/or Credits Cards Accounts transactions.
  • We manually add your cash and bank Account Statements per month.
  • We prepare you financial Statements (Profit and Loss Statements and Balance Sheet).

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bookkeeping management

tHE NEXT STEPS TO FOLLOW:
  • We categorize your Checking and/or Credit Cards Accounts transactions.
  • We manually add your cash transactions, when necessary.
  • We reconcile your Credit Cards and Bank Account Statements per month.
  • We prepare your Financial Statements (Profit and Loss Statements and Balance Sheet).

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financial statements delivery

Finally the way we reflect result are:

We deliver your Profit and Loss Statement and/or Balance Sheet either by e-mail or printed. If you need help to review your financial statements, we can schedule an appointment.

Befefits of having a good bookkpeeing system for your business

Benefits of having a good bookkeeping system for your business you can get such as:
  • You improve your businesses expenses control.
  • You maximize your tax deductions.
  • You have access to financial statements promptly.
  • You can make better investments decisions, therefore.
  • You increase your profits.

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other indirect bookkeeping benefits

The fact that you have immediate access to your financial statements allows you to:
  • Ability to apply for Mortgage Loans.
  • Submit Financial statement lo Loan Officers or Banks when requested.
  • Better chance to qualify to purchase business assets.
  • Possibility to expand business services.
  • Increase options to get Capital Loans.

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Tax preparation

We preparer and file your income tax returns so you can claim the maximum credits based on your type of income and personal circumstances.

Bookkeping

We are proud to help small business owners with their bookkeeping needs. And we are willing to help you review your books to get ready to file your taxes.

Payroll

We process your payroll, so your employees get their check or direct deposit processed. We get in charge to carry out for you all your federal and state payroll reports.

Notary public

We do notarize Permits to Travel, Power of Attorneys, or any document you need to get signed before a Notary Public in California.