AM Financials

AM Financials is a CPA bookkeeping and accounting firm that offers financial services to businesses. The company specializes in ensuring that their clients’ finances are properly accounted for and organized, remain compliant, understand their financial performance, and utilize the information to make sound business decisions.

With expertise in QuickBooks Online, the company offers its clients basic bookkeeping and accounting services and goes beyond to financial analysis and planning. Its general approach is to handle the financial information of a business while providing the owner with a clear perspective on the figures which they can use to track the cash flows, plan, budget, cost-control, and grow the business.

Bookkeeping Services:

The firm offers QuickBooks Online bookkeeping services that help maintain the finances of a business in order and provide its owners with insight into the state of the company. The company’s professional bookkeepers perform various transactions, such as recording and filing expenses, handling accounts payables and receivables, issuing invoices and reminders for their payment, processing bills, payroll, general ledger, journal entries, bank and credit-card reconciliation, adjusting entries, accruals, and month- and year-end closing entries. Additionally, the company can prepare financial statements based on the recorded transactions.

Accounting Services:

The firm offers accounting services that help transform the financial data of a business into meaningful information for its owners and management. The company handles financial reporting, cash-flow monitoring, budget analysis, profitability reviews, balance-sheet maintenance, and financial analysis to help businesses keep track of their finances, meet regulatory requirements, and prepare for audits and other financial evaluations.

Financial Planning & Analysis Services:

The firm’s FP&A services include financial planning, budgeting and forecasting, financial performance analysis, and ongoing support in reporting. The given services are aimed at helping companies assess financial trends, identify drivers, control and reduce costs and risks, recognize opportunities, and make informed financial-related decisions.