Maximize Your Business Potential With Capstone
With Capstone on your team, you gain access to essential financial data at a fraction of the cost of a full-time employee, allowing you to focus on growing your business while we deliver accurate, timely financial reporting to support your growth initiatives.
Below are examples of how we are currently doing this for our clients.
Income & Expense Categorization
Precise income and expense categorization to give you clear insights into your financial performance and support smarter budgeting and tax planning.
Chart of Account Management
Professional chart of accounts management to ensure your financial data is organized, consistent, and aligned with your business goals.
Budgeting/Forecasting
Expert budgeting and forecasting services to help you plan for the future, make informed financial decisions, and achieve your business goals with confidence.
Cash/Accrual Basis Financials
Delivery of accurate, timely financial statements on either a cash or accrual basis, tailored to your business needs for better decision-making and compliance.
1099 Prep
Accurate and timely 1099 preparation to keep you compliant with IRS regulations and avoid costly penalties.
Projects
Tailored financial project services to help you manage complex financial initiatives, ensuring timely execution and alignment with your business objectives.
Bank/Credit Card Reconciliations
Consistent bank and credit card reconciliations to help you maintain clean financial records and detect discrepancies early.
Bookkeeping Clean-Up
Restoring your financial records to accuracy and order so you can move forward with confidence.
Customer Service
Dedicated monthly client touch points to provide personalized support, ensuring your financial needs are met promptly and with the highest level of care.
Additional Expertise
Do your needs go beyond bookkeeping? Explore our additional services below:
Tax Preparation & Strategy
Comprehensive tax filing and proactive strategy services to minimize liabilities, maximize savings, and keep you fully compliant year-round.
Business Valuation
Thorough and objective business valuations to help you make informed decisions for investment, sale, succession, or strategic planning.
Payroll
Reliable and compliant payroll services, ensuring your employees are paid accurately and on time while you stay focused on growing your business.