Bookkeeping & Financial Records
Accurate and up-to-date financial records for strategic clarity and decision making.
Build a Solid Foundation with Reliable Bookkeeping
Ensure your business maintains clear, compliant, and organized financial records. Our expert bookkeeping services ensure accuracy and reporting, enhance decision making, and support your financial oversight with confidence.
WHo WE SERVE
➤ Construction and Trades Industry
➤ Non-Profit Organizations
➤ Manufacturing and Wholesale Companies
➤ Healthcare and Medical Practices
➤ Professional Service Firms
➤ Retail and E-Commerce
➤ Restaurant and Hospitality
➤ Small and Family Owed Businesses
➤ Technology Startups
➤ Economic and Community Development Agencies
Discover the Cascadia Difference
Timely & Accurate Reporting
We keep your records up-to-date and compliant with financial standards.
Record & Reconcile
Choose weekly, monthly, or quarterly service to suit your workflow.
Review & Report
Certified ProAdvisors help maintain clean and optimized financial systems.
Maintain & Monitor
Monitor KPIs, forecasting, and financial health to make smarter decisions.
Our Services Include:
Full-Service Bookkeeping
Maintain accurate, compliant records with daily, weekly, or monthly transaction entry, cash flow monitoring, and proactive notifications.
Accounts Payable & Receivable Management
Receive, code, and archive vendor bills, pay vendors via check, credit card, or ACH, and track expenses and job costs with detailed A/P aging reports. Generate and send invoices, apply customer payments, resolve discrepancies, and maintain up-to-date A/R aging reports.
Expense Tracking & Job Costing
Categorize and allocate costs accurately to improve profitability insights and project cost analysis.
Financial Monitoring & Reporting
Deliver comprehensive reports, including P&L, balance sheet, A/P and A/R aging, reconciliations, and tailored financial statements. Customized dashboard solutions available.
QuickBooks Management and Migration
Validate, clean up and maintain your QuickBooks system to ensure all financial data is current, organized, and year end ready.
Request Customized Services
Explore additional services based upon your needs with a complimentary discovery call.
Our Process
Click on each phase to see how our structured approach guides your organization from assessment to alignment, helping you lead with clarity, intention, and impact.
Collect & Organize
All financial data inputs are gathered and standardized.
Record & Reconcile
Transactions are recorded, categorized, and reconciled with precision.
Review & Report
Deliver clear reports to support informed financial decisions.
Maintain & Monitor
Changes are continuously tracked and your books are updated regularly.
Let’s Simplify Your Bookkeeping & Strengthen Your Business
Contact us today to learn how our expert bookkeeping consulting can help you achieve financial clarity and business success.