At Campbell Financial Group, we understand the importance of accurate and efficient financial management for businesses of all sizes, including self-employed individuals. With our expert bookkeeping services, we are here to alleviate the burden of managing your financial records, allowing you to focus on what you do best – growing your business.

Let us take care of your financial needs so you can achieve your goals with confidence.

Why Outsource Your Bookkeeping?

Everything comes at a cost. If you’re a small business owner, you know how much time is invested in keeping up with your bookkeeping – time that could be spent growing your business.

Campbell Financial Group provides professional outsourced bookkeeping services to help businesses.

Efficient Bookkeeping Services

Bookkeeping is the foundation of any successful business. It involves the meticulous recording and organization of financial transactions, ensuring that your business’s financial records are accurate, up-to-date, and compliant with applicable laws and regulations.

Each month or quarter we’ll do the following things for you:

• Reconcile your bank account.
• Generate an Income Statement.
• Generate a Balance Sheet.
• Clean up your General Ledger.
• Provide unlimited consultations.

These tasks form the solid foundation of your small business accounting system.

Bank Reconciliation

Reconciling your business checking account each month allows us to keep your bank account, accounting and taxes up to date.

• Identify lost checks, lost deposits and unauthorized transactions.
• Detect and prevent embezzlement of funds from within your company.
• Know how your business is doing? You can’t really know unless all accounts are reconciled and properly accounted for in your financial statement.
• Manage your cash more effectively. Proper management of funds not only saves money, it makes you money.
• Protect yourself. By timely reconciling and promptly objecting to your bank about any unauthorized, fraudulent or forged checks presented to your bank and paid, you can receive your agency of responsibility for the shortfall and transfer the risk to the bank.

Income Statement

An Income Statement, or Profit and Loss Statement, basically adds an itemized list of all your revenues and subtracts an itemized list of your expenses.

• Track revenues and expenses to determine the operating performance of your business.
• Determine what areas of your business are over / under budget.
• Identify specific items that are causing unexpected expenditures.
• Determine your income tax liability.

Balance Sheet

The Balance Sheet gives you a snapshot of your business’ financial condition at a specific moment in time.

• Quickly get a handle on the financial strength and capabilities of your business.
• Identify and analyze trends, particularly receivables and payables,

Balance Sheets, along with Income Statements, are the most basic elements in providing financial reporting to potential lenders such as banks, investors and vendors who are considering granting you credit.

Maintaining a Clean General Ledger

The General Ledger is the core of your company’s financial records. These records constitute the central “books” of your system. Since all transactions flow through the General Ledger, a problem with the General Ledger permeates through all your books and creates incorrect Statements.

Unlimited Consultations

We are always available to spend time with you so you will fully understand how to interpret and utilize the financial information we provide. Consultations are included, feel free to call whenever you have a question or concern.