Bookkeeping Made Easy

Accounting & Bookkeeping Services for Southern Oregon Businesses

Many small business owners find that their valuable time is taken up with the mundane but necessary task of keeping the bookkeeping and accounting part of their business in order.

If you need bookkeeping help and want to focus your time and energy on growing your business, let us take some of that burden for you! Depending on the size of your business and your specific needs, we can provide various bookkeeping and business accounting services monthly or quarterly.

Our Bookkeeping Services

Quickbooks Management

If you use QuickBooks for your bookkeeping, check out the QuickBooks services we provide.

Bank Reconciliation

  • Identify lost checks, lost deposits, or unauthorized wire transfers.
  • Detect and prevent embezzlement of funds from within your business.
  • Track your business growth and manage your cash effectively.
  • Protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.

Income Statements

  • Provide you with regular profit/loss statements that will help you track the operating costs of your business.
  • Understand what areas of your business are over/under budget and identify the specific areas that need attention to keep your business profiting.
  • Track increases in product sales or returns as a percentage of your sales.
  • Determine your current tax liability.

Balance Sheets

  • Provide a snapshot of the financial health of your business at any given point in time often needed for reporting to potential lenders and investors.
  • Identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.

General Ledger Management

We can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.

More Business Services

We can also customize our service to you by adding:

Business consulting

Payroll management

Tax planning

Tax preparation

Part-time CFO

QuickBooks services

Ready to come in for an appointment?

Fill out the form below, give us a call at (541) 326-0993 or Email Us

You Can Also Use Our Schedule Calendar

Schedule an appointment with Brian online.

What our Clients are saying

I started using Brian many years ago, beginning with financial planning. After my initial experience, I decided to begin having him prepare my taxes as well, since they go hand in hand, and because my taxes could be quite complicated. Brian brings the perfect combination of ethics and legalities together for the best interest of the client. I am thoroughly satisfied.

Jason Kretzer

My husband and I had a wonderful experience working with Brian and his team. He was very helpful and a wealth of knowledge. We will continue to use his services in the future.

Kira H

We provide accounting services for individuals and businesses in Medford, Ashland, Jacksonville, White City, Phoenix, Talent, Central Point and Eagle Point.