SoMar Financial offers a variety of financial management services, 
taking care of your business so you can get back to work.

The Process

Business finances work together like a pyramid. Bookkeeping is the data foundation, controllership is the overview of the company's financial health and future, and taxes cap off the year.

Bookkeeping

By accurately entered payables and receivables, we are able to track the money come in and going out of your business. The data we use to create your Cash Flow Reports and Budgets comes from tracking the money in and out of your company. A bookkeeper is responsible for the error-free entering of invoices and bills, as well as collections if necessary. Monthly reconciling of your checking and credit card accounts verifies this accuracy.

Controllership

By analyzing your current and historical financial data, we help you create Quarterly and Annual Budgets. One of the most important tools for monitoring your business's financial health is a monthly Cash Flow Report. We use this report to see where you've been and if you are on track to stay within your budget and acheive planned growth.

Tax Preparation and Planning

Through accurate bookkeeping throughout the year, preparing the company's taxes is easy - we have anticipated any issues that may come up at tax-time. We are prepared because we have overview and control of the books all year.

Software Consultant

Choosing the correct accounting software can be confusing. We have had many years of experience and can help you pick the right package for your business.

How We Work Together

Some clients want to keep their hands in their finances, other clients never want to see a check register. Whatever your needs, we'll work together to suit your style.