Our Services

Bookkeeping

When you outsource your bookkeeping to us, we don’t just manage your books—we remove the burden of bookkeeping so you can focus on growing your business. Solid financial records are the foundation of good decision-making, and timely, accurate bookkeeping helps ensure you're never left guessing when it comes to your finances. Clean books also make year-end tax filing easier (even though we don’t file taxes, we’ll help keep everything ready for your CPA and tax preparer).

We use QuickBooks Online as our primary bookkeeping platform because it’s powerful, flexible, and integrates easily with apps like expense trackers, timekeeping systems, and online payments. If you’re already using QuickBooks Desktop, we can support that too—especially for businesses that rely on its unique features.

Our professional bookkeeping services are designed to support businesses at every stage—from startups and solo ventures to growing companies with more complex needs. Whether you're outsourcing for the first time or upgrading from an internal process, we tailor our services to meet your financial goals and operational structure.

We offer:

• Categorizing and reconciling all business bank and credit card transactions
• Monthly bank reconciliation and credit card statement matching
• Accounts receivable tracking and invoicing support
• Accounts payable entry and vendor tracking
• Job costing and project profitability insights
• Inventory and asset tracking
• Sales tax tracking and prep (we’ll keep your records organized and ready for your tax preparer, accountant, or filing service—even though we don’t file taxes ourselves)
• Accurate financial reports for business insight
• Customized management reports for smarter decisions
• 1099 tracking and preparation

Financial Analysis

Our passion is helping business owners make smarter financial decisions.

By examining your company’s bookkeeping records, financial performance and market conditions, we offer insights that support budgeting, pricing strategies, investment planning, and overall financial health.

Whether you are looking to expand, cut unnecessary expenses, or attract investors, our bookkeeping and financial analysis services provide the clarity and strategic guidance you need to make informed, confident decisions.

Hiring Mezzo Financial as your outsourced financial analyst can lead to improved profitability, reduced financial risk, and a more sustainable, data-driven approach to growing your business.

Much of our analysis is done using custom Excel-based tools, where we organize financial statements, build models, and create projections.

We use formulas, pivot tables, and charts to identify trends, compare performance over time, and test different financial scenarios.

Through these detailed spreadsheets and dashboards, we deliver insights on profitability, cash flow, and potential investment outcomes, helping business owners make well-informed financial choices.

Our Financial Analysis services include:

Budgeting and Financial Planning

• Develop short-term and long-term financial plans.
• Prepare and monitor budgets to ensure financial health.
• Build models to project future revenue, expenses, profits, and cash flow.
• Identify unnecessary expenses and inefficiencies
• Recommend ways to reduce costs and increase margins without sacrificing quality or output.

Performance Tracking & Reporting

• Monitor bookkeeping records and financial performance through Key Performance Indicators (KPIs).
• Prepare dashboards, bookkeeping reports, financial summaries, and management summaries.
• Benchmark company performance against industry peers.

Valuation Services

• Assess the value of real property and other assets.

Investor and Lender Readiness and Credit Analysis

• Prepare bookkeeping reports, financial summaries and projections that appeal to banks or investors, increasing the likelihood of securing funding.
• Evaluate creditworthiness of individuals or companies.

Regulatory & Compliance Support

• Prepare documentation for audits or regulatory reviews.

Investigative and Forensic Analysis

• Conduct in-depth forensic bookkeeping reviews to uncover hidden assets, embezzlement, financial misstatements, and internal control weaknesses.
• Provide detailed forensic accounting reports and litigation support for attorneys, including documentation, findings, and expert witness testimony related to financial disputes, fraud investigations, and economic damages.