Services We Provide

Professional Bookkeeping Services

Accurate, up-to-date books give you the foundation to make confident business decisions. Every engagement includes full transaction management, reconciliation, and financial reporting.

Daily Transaction Management

  • Multi-entity bookkeeping
  • Accounts payable (AP) processing
  • Accounts receivable (AR) processing
  • Bank and credit card transaction recording
  • Monthly account reconciliation
  • Receipt and document digitization

Monthly Financial Reporting

  • Monthly profit & loss (P&L) statements
  • Balance sheet preparation
  • Cash flow statements
  • Year-over-year performance tracking

Tax Preparation Support

  • Quarterly estimated tax calculation support
  • Year-end tax preparation package
  • Audit-ready documentation
  • Coordination with your CPA or tax preparer

Catch-Up & Cleanup Bookkeeping

  • Bring overdue books current
  • Fix miscategorized transactions
  • Reconcile accounts with unresolved discrepancies
  • Set up a clean, organized system going forward

Financial Planning & Analysis

Go beyond the numbers. We help you understand what your financials mean and use that insight to plan smarter, reduce costs, and grow with confidence.

Cash Flow Forecasting & Management

  • 13-week and annual cash flow projections
  • Identify cash gaps before they happen
  • Scenario planning (best/worst/expected)
  • Ongoing cash position monitoring

Budget & Variance Analysis

  • Annual and quarterly budget creation
  • Monthly budget vs. actual reporting
  • Variance analysis and explanations
  • Budget reforecasting as the year progresses

Profitability & Pricing Analysis

  • Break-even analysis by product or service
  • Gross and net margin tracking
  • Cost reduction opportunity identification
  • Pricing strategy support

Growth Planning & Projections

  • Revenue growth modeling
  • Hiring and expansion financial impact
  • Short and long-term goal setting
  • Risk assessment and mitigation planning

Frequently Asked Questions

We offer full-service bookkeeping including daily transaction management, AP/AR processing, monthly bank and credit card reconciliation, P&L statements, balance sheet preparation, cash flow statements, and tax preparation support.

Yes. Cash flow forecasting and management is a core part of our financial planning services. We help you project future cash positions, identify gaps before they become problems, and build budgets that reflect your real business operations.

Yes. G Financial Services works with small businesses nationwide. All services are delivered remotely, so you get expert support regardless of your location.

Book a free 30-minute consultation using the button below. We'll review your current setup, understand your needs, and outline a plan to get your books in order — no pressure, no commitment.

We provide tax preparation support — organizing records, calculating quarterly estimated taxes, and preparing year-end packages — but we do not file tax returns. We work alongside your CPA or tax preparer to ensure your books are audit-ready.

Bookkeeping keeps your financial records accurate and current — recording transactions, reconciling accounts, and producing financial statements. Financial planning uses those numbers to help you make better decisions — forecasting cash flow, analyzing profitability, planning for growth. We offer both.

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