Martin Lowe, CPA

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Description

We are a local Silicon Valley CPA firm that provides affordable monthly accounting services to small to medium sized businesses for a fixed monthly fee. We provide the following: Monthly Financial Statements - Each month we provide you with an income statement, balance sheet, comparison of current year to prior year results, summary of the last twelve months results, bank reconciliation and general ledger. We give you the tools to analyze your business and be more successful.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters. If you have any questions about this policy, please do not hesitate to contact us.

Include salaries, utilities, office supplies, loan payments, taxes, legal services and insurance premiums, and don't forget to include your normal living expenses. Your business must not only meet its own needs, but make sure it meets yours as well.

Keeping a diary or log book--and recording your business-related activities at or close to the time the expense is incurred--is one of the best ways to document your business expenses.

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