Services
Hearthwell focuses on bookkeeping, tax, and advisory support. You can start with one area or build a package that fits the stage of your business.
Monthly bookkeeping
Clean, organized books each month so you always know where your business stands.
- Bank and credit card reconciliation
- Organized chart of accounts and coding
- Monthly profit and loss and balance sheet
- Support for questions about unusual transactions
Year end and tax preparation
Year end cleanup and tax preparation for individuals and small businesses.
- Year end review of books for accuracy
- Preparation of business and owner returns
- Help understanding what your numbers actually mean
- Simple explanations instead of tax language
Advisory and CFO support
Guidance when you are making decisions about pricing, cash flow, and growth.
- Cash flow planning and scenario work
- Pricing and margin review
- Simple forecasts and budgets you can actually use
- Regular check ins so you are not making decisions alone
Talk about what you need
In your first call you can walk through your current setup and what kind of help would make the biggest difference.