Bookkeeping and Money Management can be time-consuming, confusing, and, at times, overwhelming. At Kiley Financial Services, we take pride in working closely with you to understand your specific needs from a financial management perspective. We then tailor a plan to address those needs so that you can focus on what matters most to you.
We manage all aspects of the financial side of your customer interactions from invoicing and revenue recording to tracking and recording payments received, and following up on outstanding balances.
We closely monitor the status of your business’s bills to ensure payments are made on time and your vendor relationships remain in good standing.
Accuracy and timeliness are critical when it comes to payroll. We review all payroll information, record the necessary entries and work with your payroll provider to ensure that your employees and taxes are paid on time, every time.
Account reconciliations are critical to ensuring that any unusual or unexpected transactions are identified and investigated.
Bill Pay and Account Reconciliation
We work with you ensure that your bills are paid on time, whether you prefer to make payments with handwritten checks or pay electronically.
Together, we will develop a filing system that keeps you organized and eliminates the stacks of documents that can quickly pile up.
Budget Development and Tracking
We analyze your current spending habits to better understand where opportunities exist to save money and create a budget that is manageable and realistic.
We work with you to gather all required documentation that your accountant will need to complete your taxes.
Negotiating with Creditors
We gain a full understanding of your debt and develop a plan with you and your creditors to obtain the most favorable repayment plans so you can get back on track to financial stability.
Analysis and Opportunity Identification
We take the time to listen to our clients to gain a full understanding of their current situation and the challenges experienced. Then we dig in to complete a full diagnostic review of their accounting to determine where opportunities exist to eliminate wasteful and/or redundant activities and to implement value-add activities.
Process and Control Enhancement
As small businesses grow, attention tends to be focused on sales, client relationship management and staffing. We help reduce the time and effort required to train new staff and ensure that your business doesn’t miss a beat should there be any turnover.
Whether managing a small business or your family’s finances, there are many services that must be considered – banking, insurance, healthcare, real estate transactions, remodeling, college savings, and retirement, to name a few.
Life’s big decisions are accomplished by taking small steps and getting the right help at the right time.
With a vast network of local professional experts, we can put you in contact with some of the area’s most trusted advisors and work with you to ensure that your best interest is put first.
Notary Public Services
Kiley Financial Services can also assist with notarizing your business and personal documents. Some commonly notarized documents include: