Our Services
Here at On Budget Financial LLC, we understand that every business is not the same and that every business has different needs. That’s why we strive to offer services that are budget-friendly and unique to meet your current needs but also allow for flexibility to add services in the future as your business grows.
Expense Management: We handle tracking, categorizing, and managing your business expenses to ensure accuracy and efficiency.
Accounting Software Management: We can assist with setting up your account the right way by ensuring your chart of accounts reflect your business needs.
Categorizing Transactions: You can rest easy knowing we’re managing your day-to-day transactions and ensuring they’re coded to the proper account to maximize your tax deductions.
Financial Reporting: Get comprehensive financial statements that clearly show your business's financial health, helping you make informed decisions.
Reconciliations: We’ll reconcile all bank, credit card, loan, and payment accounts to ensure every dollar is accounted for in your accounting software.
Flexible Packages: Choose from a variety of bookkeeping packages that fit your budget and business needs.
Video Financial Statement Delivery: Receive your financial statements through a personalized video delivery for a more engaging and clearer overview of your finances.
Monthly Meetings: Schedule regular meetings to discuss your financial goals, updates, and any questions you may have to ensure you stay on track.
Creating Systems: Develop efficient systems tailored to your financial processes, enhancing organization and accuracy in your financial management.
Bookkeeping Catch-Up: Get help bringing your bookkeeping up to date, ensuring that all transactions are accurately recorded and organized.
Bookkeeping Clean Up: Tidy up your existing financial records by correcting discrepancies, organizing data, and ensuring compliance with accounting standards.
Accrual Accounting: Transition to or implement accrual accounting using accepted principles, giving you a more accurate view of your financial position over time.
Accounts Payable: We handle invoice processing, vendor payments, and reconciliation for accounts payable, ensuring bills are paid on time.
Accounts Receivable: Our accounts receivable management services assist in optimizing cash flow through invoicing, tracking payments, and following up on overdue accounts for timely collections.
Vendor Management: We streamline vendor relationships by managing payments and ensuring contracts are adhered to, helping you maintain positive partnerships.
Payroll Services: We take care of payroll processing, ensuring employees are paid accurately and on time while also managing tax withholdings and compliance through a payroll partner.