Hi, I’m Kyle Castle, a financial services professional with over 15 years of experience
helping small businesses like yours thrive. I’m passionate about empowering entrepreneurs with the financial clarity they need to succeed.

As a QuickBooks Online ProAdvisor, I’m committed to providing reliable bookkeeping services that save you time, reduce stress, and empower you to focus on what you love – building your business. Let’s connect and discuss how I can help you achieve your financial goals. Schedule a free consultation today!

• After years of helping small businesses secure funding as a lender, I realized that many struggled with bookkeeping – a crucial foundation for growth. That’s why I transitioned to bookkeeping, to provide expert,
  affordable support tailored to the needs of startups and solopreneurs.

• Understanding the Challenges: I understand the challenges you face, because I’ve seen them firsthand. Too often, promising businesses miss out on major opportunities due to overlooked bookkeeping details. I’ve had clients seeking growth capital for acquisitions that could double their revenue, only to be denied financing, not because of cash flow issues, but because their records weren’t documented according to current guidelines and regulations. These experiences solidified my commitment to helping businesses like yours avoid these pitfalls.

• Profit and Loss (P&L) Statement: Shows your revenue, expenses, and resulting profit or loss over a specific period.

• Balance Sheet: Provides a snapshot of your business’s assets, liabilities, and equity at a particular point in time.

• Cash Flow Statement: Tracks the movement of cash in and out of your business, showing how much cash you have available.

• Monthly Bookkeeping: We’ll handle your day-to-day bookkeeping tasks, ensuring your financial records are
  accurate, organized, and up-to-date.

• Bank Reconciliation: We’ll reconcile your bank statements with your accounting records, identifying and
  resolving any discrepancies to ensure accurate financial reporting.
  Financial Statement Preparation: We’ll prepare key financial statements like Profit & Loss, Balance Sheet,
  and Cash Flow Statement, providing you with valuable insights into your business performance.

• Accounts Payable/Receivable: We’ll manage your invoices and bills, ensuring timely payments and
  collections to optimize your cash flow.​

• Transaction Categorization & Coding: We’ll accurately categorize and code all your transactions, ensuring your financial data is organized and meaningful for analysis.

• Software Setup & Training: We’ll help you set up and utilize accounting software like QuickBooks Online, streamlining your bookkeeping processes and maximizing efficiency.

• Transaction Categorization & Coding: We’ll accurately categorize and code all your transactions, ensuring your financial data is organized and meaningful for analysis.

• Software Setup & Training: We’ll help you set up and utilize accounting software like QuickBooks Online, streamlining your bookkeeping processes and maximizing efficiency.