Accurate records. Useful reports. Practical guidance.
Brookmoor Adams Advisors helps small-business owners stay on top of their finances with personalized bookkeeping and experienced financial support.
Monthly Bookkeeping
Keep your financial records organized and up to date.
Categorization of bank and credit card transactions
Monthly bank and credit card reconciliations
General ledger review and maintenance
Follow-up on missing information and unusual transactions
Financial Reporting
Understand how your business is performing with a consistent monthly reporting package.
Profit and loss statement
Balance sheet
Comparisons with prior periods
Identification of significant changes and items needing attention
Additional management reports and financial reviews are available based on your needs.
Year-End CPA Support
Make tax preparation easier with organized financial records and coordination with your tax professional.
Year-end financial statements and general ledger
Supporting account reconciliations
Documentation of outstanding questions and adjustments
Coordination with your CPA on year-end entries
Tax return preparation is handled by your tax professional.
Business Advisory
Get experienced help with the financial decisions behind your business.
Cash flow planning
Budgeting and forecasting
Profitability and expense reviews
Financial performance discussions
Customized management reporting
Advisory support can be included in your monthly engagement or arranged separately.
A Scope That Fits Your Business
We tailor each engagement to your transaction volume, account structure, reporting needs, and complexity. Monthly services are priced at an agreed fee, with catch-up bookkeeping and additional projects quoted separately.
Modern Accounting Technology, Without Unnecessary Costs
We use modern, efficient accounting technology to provide accurate bookkeeping and dependable financial reporting at a reasonable cost. Our standard bookkeeping service includes accounting software at no additional charge. For businesses already using QuickBooks Online, we're happy to work within your existing system, allowing you to retain your current subscription and accounting records.
Serving small businesses throughout Massachusetts and New England, with remote services available nationwide.
Let’s discuss the support your business needs.
Ready for clearer financial information?
Tell us about your business and the support you need.