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Daily Checks & Balances
Monthly/Quarterly Accounting
As a business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits. K&A will produce accurate financial statements for you to keep financial control of your business without you having to do any of the work.
What we do:
- Track revenues and reconcile receipts
- Pay bills and account for transactions and review over-budget or unusual expenses
- Determine tax liabilities and keep you in compliance with ever-changing tax laws
How we can help:
- Review financial strengths and capabilities of your business
- Analyze trends in your business and identify ways to make more money
- Position business to expand
- Review Cash flow
Some corollary benefits include:
- Identify lost checks
- Detect and prevent excess bank charges
- Manage cash efficiently
- Protect yourself against embezzlement
Business Management
Kellogg & Andelson’s Business Management Services provide superior business processes and services that are responsive to our customers’ need, demonstrate operational excellence, better manage financial risks and support our clients’ in achieving their goals.
Our Business Management Services Include:
- Process Daily Cash Receipts and Disbursements Including:
- Classification of income and expenses
- Payment of expenses
- Bank deposits, transfers, and reconciliations
- Storage and filing of supporting documentation
- Processing of wire transfers
- Discussion of payments status and expenses with client
- Making recurring payments as requested
- Process Employee Payroll and Complete Payroll Taxes
- Research Insurance Needs Including:
- Auto
- Life
- Workers Compensation
- Liability
- Guilds Insurance (entertainers)
- Home Owners/Renters
- Disability
- Umbrella
- Research and Assist in Obtaining Financing for the Following:
- Real Estate: Home, Investment, Vacation
- Auto, RV, Boat loans
- School loans
- Research and Assist in Obtaining an Investment Advisor
- Create a Corporation or Reinstate a Dissolved Corporation
- Budgeting
- Upgrading credit worthiness
- Reconciliation of all bank and investment accounts
- Monthly/Quarterly report issuing including, but not limited to:
- Cash flow
- Balance sheet
- Tracking of residual checks to ensure their payment
- Management of all managers and attorneys of entertainment clients
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