Elevate your financial journey
with our guidance
Kravitz Group Holdings, provides it’s clients with a vast array of financial services, such as financial planning, investment portfolio management, and with ongoing, bookkeeping services. Our external Chief Financial Officer (CFO) style services, are tailored to meet the needs of small businesses, as well as high-net-worth individuals and families. Small business bookkeeping services provided include clean-up, meticulous account record-keeping, timely financials reporting, and regular analytics discussions. Whether you manage or own a restaurant, contracting service, property management company, home owners association, retail store, short-term rental, or a professional service, we are here to implement your day-to-day, monthly, quarterly, and annual on-going bookkeeping tasks. Streamline your financial management processes with one company, Kravitz Group Holdings!
Small Business Bookkeeping & Accounting Services
Optimize Your Finances
With Our Support
Rely on us for, accounting services that empower your business to thrive
✓ US Company & Based Service Provider
✓ We Clean-up Bookkeeping Records to Current Day, then Provide On-going Bookkeeping Support with Monthly Bookkeeping Services
✓ Access to additional, separate services, for tailored Financial Planning and Investment Portfolio Management (where we are registered to provide investment advice)
Full Service, Cloud-Based, Virtual Bookkeeping Service
Our cloud-based bookkeeping service offers the following advantages:
Collaboration: Team members, accountants, and bookkeepers can collaborate together seamlessly, online.
Anywhere Access: When using a cloud-based, online bookkeeping software we can work together & you can access your business bookkeeping data from any location; with an internet connection.
Payment Platform Integration: With our experience of cross-industry, accounts receivable and accounts payable softwares, we are able to integrate technologies with your online bookkeeping software (where possible), in order to increase efficiency in your accounting processes through data imports.
Secured Document Uploading, Sharing & Storage: We provide a secure document upload portal and/or link for secure sharing and storage of your business financial documents used in the bookkeeping process.
Scalability: Accommodate growth with our implemented accounting process efficiencies & strategic planning insight.
With meticulous attention to detail and a commitment to accuracy, we offer the following services:
- Accrual and Cash Basis Accounting Method Services:
- We meticulously record all financial transactions to your accounting method, to keep your records up-to-date and accurate..
- Accounts Payable (AP):
- We enter vendor bills and track payments.
- Accounts Receivable (AR):
- We enter, generate and send invoices to clients for goods or services rendered, then track payments received.
- We upload/input sales data from third-party applications like Shopify, Toast, Stripe, Uber Eats, Mindbody, Gingr, and many others.
- Aging Reports: We provide aging reports with monthly financials presentations to monitor the age of outstanding invoices in order to prioritize collection efforts.
- Payroll Accounting Services:
- Payroll Management:
- Our team handles payroll entries and utilizes cloud-based online payroll platforms (such as Gusto, Paychex, ADP, QuickBooks Payroll, etc..)
- All payroll entries are inputted and accounted for, then we reconcile all payroll accounts to payroll reports.
- Year-End Reporting:
- At year-end we Generate W-2s and 1099s for all your employees and/or contractors.
- Clean-up services also available for Year-End preparation.
- Payroll Management:
- Financial Reporting:
- We generate, present, and review with our bookkeeping clients, clear and concise financial statements like the ones listed below:
- Balance Sheet:
- Summarizing the company’s assets, liabilities, and equity.
- Income Statement (Profit & Loss):
- Showing revenue, expenses, and net income.
- Cash Flow Statement:
- Tracking cash inflows and outflows.
- Statement of Owner’s Equity:
- Reporting on details changes in equity over time.
- Balance Sheet:
- We generate, present, and review with our bookkeeping clients, clear and concise financial statements like the ones listed below:
- Business Financial Forecasting:
- Data Analysis:
- We analyze historical financial data, including revenue, expenses, and cash flow.
- By understanding past trends, and current market conditions, we can make informed predictions about the future.
- Scenario Modeling:
- We create different scenarios based on variables like market conditions, growth rates, and operational changes.
- These scenarios help businesses prepare for various outcomes.
- Budgeting and Projections:
- We assist in creating business budgets and financial projections, then compare budget versus actual results.
- These documents outline expected revenues, expenses, and profits over a specific period.
- Risk Assessment:
- We evaluate risks associated with financial decisions.
- By identifying potential pitfalls, we help businesses make informed choices.
- Data Analysis:
- General Ledger Maintenance:
- Journal Entries:
- We record all financial transactions.
- Chart of Accounts:
- We organize accounts for accurate reporting.
- Journal Entries:
- Customized Advisory Services:
- Beyond the basics, we offer access to additional, separate services, for business owners and their employees; financial planning, investment portfolio management and investment advice (where we are registered to provide investment advice). Let us, optimize your finances.
Financial Planning, Investment Portfolio Management
and Accounting Services
🎉 Let us help your financial objectives, become reality.
Strategic Financials Management & Planning Advisory Services
We meticulously consider every detail for optimal financial outcomes
Kravitz Group Holdings, it’s member(s) and/or it’s employees do not provide legal or tax advice. Any information provided or services listed within this website should not be misconstrued or interpreted as legal or tax advice.