Enhanced Bookkeeping Services

Enhanced Bookkeeping Services include all standard bookkeeping services plus custom reports that enable you to better analyze your revenue and expenses. A list of additional services provided with Enhanced Bookkeeping Services we provide as follows:


  • Budgeting: We will work with you to accurately forecast future revenue and expenses.
  • Custom-Designed Reports: We will prepare custom-designed reports that provide you with the information you need to manage your business better. Samples of some of the reports we might provide include:
  • Budget vs. Actual: S3 Financial can provide you with a monthly budget vs. actual report so you can see how you are doing against your projections.
  • Customer Reports: S3 Financial can provide reports to help you determine who your most and least profitable customers are.
  • Breakout of Expenses: It is often useful to break expenses out into different categories, such as by product line, office, or region. Reports such as these are available as part of Enhanced Bookkeeping Services.
  • Rolling Forecast: A rolling forecast allows you to see how your projections have changed over time.
  • Employee Reports: S3 Financial can provide a variety of employee reports, including reports showing company expenses and/or revenue associated with individual employees and year-end reports for employees detailing what their employment costs the company.
  • Event Analysis: S3 Financial can help you track the revenue and expenses associated with specific events.
  • Quarterly Budget reviews: We will meet with you quarterly to review the previous quarter, discuss changes to your budget for coming quarters, and analyze your business