Our Services Overview
At PlusFin, we follow a clear and structured process to deliver reliable and accurate financial reporting through our Essential Plan. Here’s how we work with you from day one:
Chart of Accounts Setup
We create a customized Chart of Accounts tailored to your business model. This ensures that your income, expenses, and assets are tracked clearly and accurately.
System Setup & Ledger Initialization
We configure your accounting system, connect your bank accounts, and prepare your general ledger to begin clean and organized.
Onboarding & Information Gathering
We begin by understanding your business and collecting the essential documents. This includes business registration, banking details, and any existing financial data.
Essential Plan
Bookkeeping & Data Entry
We handle your ongoing bookkeeping—recording transactions, categorizing expenses, and maintaining up-to-date financial data every month.
Bank Reconciliation
Each month, we reconcile your bank and credit card accounts to ensure your books match your statements, spotting and correcting any inconsistencies.
Quarterly Financial Reporting
At the end of each quarter, we deliver professional financial reports—your Profit & Loss Statement, Balance Sheet, and Cash Flow Statement—so you always know where your business stands.
(Optional) Review & Advisory
Need help interpreting your numbers? We offer optional advisory sessions to walk you through your results and support your decision-making.
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Comprehensive Plan
Onboarding & Information Gathering
Chart of Accounts Setup
System Setup & Ledger Initialization
Bookkeeping & Data Entry
Bank Reconciliation
Monthly Financial Reporting
Guidance to interpret Financial Statements
Support Preparing Financial Statements for Third Parties
Bi-Weakly Expert Meeting
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Income Statement
Balance Sheet
Chas Flow Statement
You receive comprehensive financial statements every month:
We go beyond the numbers—helping you understand what your financials actually mean. We’ll walk you through trends, explain metrics, and answer questions so you can make informed decisions with confidence.
Need to present your numbers to investors, lenders, or other stakeholders? We help tailor your financial reports to meet the format and clarity expected by external parties.
Twice a month, meet with a PlusFin specialist to:
Review your numbers
Get operational insights and ideas
Adjust your strategy based on what the data tells you
For deeper planning and long-term financial strategy, you can also schedule custom advisory sessions with our team.
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Plusfin Co has transformed our financial management. Their expertise in bookkeeping is truly exceptional and reliable.
John
★★★★★