Zephyr Financial
Business Set-Up
Not in the position for a full-time bookkeeper but need help setting up your initial account practices? We can provide your business with a chart of accounts that is tailored to your business and walk you through the basics of quickbooks. This will get your new small business up and running so you can start to grow.
Monthly Bookkeeping
Our monthly bookkeeping service will categorize your transactions, reconcile your bank and credit card accounts and provide monthly profit & loss statements. Additional services can include A/R & A/P management and budget forecasting.
Clean-Up Projects
Fallen behind on your business transaction? Our Clean-Up Projects service will allow you to relax while we go through and bring you up-to-date with any past due transaction categorization for your business. This service will allow you to see a clear picture of how to move forward as you continue to grow your business.
​Risk Assessment
Introducing our "Risk Assessment" service, designed to provide you with a comprehensive analysis of your business performance on a quarterly and yearly basis. We will highlight both negative and positive trends, ensuring you have a clear understanding of your current standing compared to previous years. Our recommendations will guide you on how to address any challenges and capitalize on opportunities for growth. Let us help you navigate the complexities of your business landscape with confidence.
Banking Partner
Bluevine Bank
Apply online in minutes with no monthly fees or minimum required balances. Easily connect to your QuickBooks online account and provide controlled access to your accountant and bookkeeper for a smooth transition. Apply with link to receive a special APY % on qualified accounts.