Business. Revenue. Profits. Wealth

How We Help Your Business Succeed

Communication and Collaboration:
How would it feel to have access to an accountant at every stage of your business? We thrive on maintaining open communication, working with you, your staff and other team members to address financial concerns, provide insights, and offer guidance on financial strategies. Collaboration ensures a seamless integration of financial functions with other business operations-

To obtain what you desire in your business, you’ll need to be vigilant, prepared, and focused. This begins with understanding how accounting management affects your business trajectory. There is more to business than making money, and MossFinancials can help you turn your revenue into wealth.

“Outsource everything that is not a core competency”

Just The basics

Simplify Your Books with Quarterly Bookkeeping Assistance

At MossFinancials, we understand that not every business needs a full suite of accounting services. That’s why we’re introducing our Basic Bookkeeping Service — a streamlined solution for businesses seeking essential financial organization without additional advisory components.

What’s Included in Basic Bookkeeping?

Our Basic Bookkeeping Service focuses on the core tasks that keep your financials in order:

Transaction Categorization: Accurate classification of your income and expenses to ensure your financial records are clear and easy to understand.
Account Reconciliations: Monthly and quarterly reconciliations to verify that your bank and credit card accounts match your books, so you can trust your numbers.

This service is provided on a quarterly basis, giving you peace of mind that your financial foundation is solid and up to date.

Who Is This Service For?

The Basic Bookkeeping Service is perfect for:

Startups and Small Businesses: Ideal for businesses just starting out or operating with minimal transactions who want professional bookkeeping without the need for full-service accounting.
DIY Business Owners: Entrepreneurs managing most of their finances on their own but needing professional oversight to ensure accuracy and compliance.
Side Hustlers and Freelancers: Great for individuals with a secondary income stream who want to stay organized without a major time commitment

Essential ledger

For businesses ready to step up their bookkeeping game, our Essential Ledger Service is the perfect next level. Designed to provide more frequent insights and valuable extras, this service includes everything in our Basic Bookkeeping Service, plus additional features to keep your business running smoothly.

Elevate Your Financial Management with Monthly Support

What’s Included in Essential Ledger?

Monthly Transaction Categorization and Reconciliations: Stay on top of your books with ongoing support to keep your financials accurate and up-to-date.
Financial Reporting: Gain clarity with regular reports that provide a snapshot of your business’s performance.
Federal Tax Estimation Service: Plan ahead with accurate tax projections to avoid surprises at tax time.
Optional Payroll Services: Seamlessly manage payroll for your team with this add-on service, available for an additional fee.
Increased Access to MossFinancials: Enjoy anytime support with 72-hour response times via email and chat.

Who Is This Service For?

The Essential Ledger Service is ideal for:

Growing Businesses: Perfect for companies experiencing growth and needing consistent financial tracking and insights.
Time-Strapped Entrepreneurs: Business owners who want to delegate bookkeeping tasks while gaining better financial visibility.
Businesses with Employees: A great option for those needing payroll management or federal tax estimations as they scale.

Benefits Over Basic Bookkeeping

Monthly Support: Stay on top of your financials with regular updates rather than quarterly oversight.
Actionable Insights: Make informed decisions with detailed financial reporting and tax estimations.
Scalability: Add payroll services as your team grows without having to switch providers.
Enhanced Access: Get the support you need when you need it with prioritized communication.

Strategic Accountant

Achieve Financial Mastery with Comprehensive Support

The Strategic Accountant Package is our premier offering, designed for businesses ready to take full control of their financial strategy. This package includes everything in our Essential Ledger Service, along with enhanced features tailored to meet the demands of growing and established businesses.

What’s Included in the Strategic Accountant Package?

Accounts Payable (A/P) and Accounts Receivable (A/R) Management: Let us handle your billing and vendor payments, ensuring smooth cash flow management.
Budget Creation and Tracking: Develop and monitor budgets that align with your business goals.
Key Performance Indicators (KPIs): Track up to three KPIs identified by you to measure your business’s success.
Quarterly Strategic Planning Meetings: Collaborate with our experts to refine your financial strategy and set actionable goals.
48-Hour Response Time: Get prompt support via phone and email to address your financial concerns quickly.

Who Is This Service For?

The Strategic Accountant Package is perfect for:

Established Businesses: Ideal for companies with complex financial needs looking for proactive management and insights.
Businesses Focused on Growth: A great fit for those aiming to scale while maintaining a strong financial foundation.
Hands-Off Entrepreneurs: Perfect for business owners who want to delegate financial management entirely to professionals.

Benefits Over Essential Ledger

Full A/P and A/R Management: Save time and streamline your operations with end-to-end billing and payment support.
Proactive Planning: Stay ahead of financial challenges with regular strategic meetings and KPI tracking.
Priority Support: Enjoy faster response times and direct access to our team for urgent matters.