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Sigma Financial
Sigma Financial
Sigma Financial
Sigma Financial

Why our service is the best

Sigma Financial
SIGMA FINANCIAL

Visualization

Data you can better understand. Monthly financial statements and budget overviews keep you in control of your money. Use our visual reports and insights to see the BIG picture and help grow your business.

Sigma Financial
SIGMA FINANCIAL

Taxes? Compliance? No Problem

A comprehensive financial package with all you need to file your taxes will be provided to ease the burden of tax filing. We will work with your CPA, or better yet become your own and file your taxes efficiently and on time.

Sigma Financial
SIGMA FINANCIAL

Time for what matters.

Less number crunching and more time to focus on what matters most!

Don’t just take our word for it!

Here’s what our clients are talking about.

SIGMA FINANCIAL

Features.



Sigma Financial
SIGMA FINANCIAL

Accurate Bookkeeping

Every month you will receive a balance sheet and income statement tailored to your business. So you can easily monitor how much you earn or spend, what you own and what you owe.

Year-end financial package
We also provide all the financial information you and your accountant need to file your taxes; comprehensive financials and any notes on items requiring special tax treatment. We also welcome you to file your taxes with us.

Sigma Financial
SIGMA FINANCIAL

Visual Reporting

Check out your businesses health and stay on top of your cashflow.

Sigma Financial
SIGMA FINANCIAL

Financial Guidance

Your business is our business. We build a good understanding of your processes and financials which allow us to help you set and reach your goals and grow your business.

Sigma Financial
SIGMA FINANCIAL

Business Setup

Just starting out your venture? No problem. Give us a brief summary of what you are looking to achieve and we can have your venture setup and ready to go.

Responsive support!

Got a question? No problem. Send our team a message or email and we will respond within 2 hours.

Plans built for every one
Quarterly Accounting $450 to $600 /USD Per Quarter
Monthly Accounting $200 to $500 /USD Per Month
Sales Tax, other forms $50 /USD Per Month

Frequently Asked Questions

Once I sign up can I cancel at anytime?

Yes, absolutely. We never lock you in to our service, and we make sure it’s easy to get your financials from Sigma should you ever decide to leave.

How does bookkeeping help my business?

Bookkeeping gives you a crystal clear picture of where your money is coming (and going.) When your books are up-to-date, you get an accurate measure of your business’s health, and can make smarter financial decisions. Having accurate books pays off at tax time, too. When your bookkeeping is up-to-date, you avoid scrambling to get caught up before the tax deadline, or missing out on any deductions.

How long does it take to do my bookkeeping each month? When can I expect it to be completed?

Once we receive all of your documents, we’ll complete your bookkeeping for the month within 10 business days. This gives us enough time to make any necessary adjustments before the end of the month.

How do you receive my documents? Do I need to give you my receipts?

We connect your bank and merchant processor accounts to QuickBooks for seamless data transfer. So, for the most part, we’ll have all of the transaction information we need to do your books.
There are some times that we’ll request documents from you (like account statements or receipts), just to ensure the information we have is correct. If you need to share files with our team we will setup a file sharing utility, it’s as simple as dragging and dropping a file. We’ll take care of the rest.

Do you provide invoicing, bill payment, payroll, or inventory management?

Yes. We can provide all these services through QuickBooks. Our partnership with Intuit QuickBooks allows us to receive special rates which we pass on to our clients!

Does Sigma support both cash and accrual accounting?

We provide the majority of our clients with a modified form of cash basis bookkeeping. With this system, we record transactions as soon as the money has been deposited into your bank or charged to your bank/credit card.


However, we can and do provide some clients with accrual basis bookkeeping or adjustments. With this system, revenues and expenses are recorded when they’re earned, regardless of when the money is actually received or paid.


If you’re unsure which system is right for you, talk to us. We’d be happy to develop a modified plan that suits your individual financial needs.

Does Sigma file my taxes?

We can, yes! If you sign up we’ll prep and file your taxes for you.

Shouldn’t my bookkeeper be local?

Small businesses no longer need to work with a local bookkeeper. The internet and cloud technology makes it easy for bookkeepers to securely access their clients books anytime, anywhere. Business owners can now select a bookkeeper who truly understands their industry and operations, instead of hiring the local, community bookkeeper by default.


Sigma Financial’s bookkeepers serve all U.S time zones and are easily accessible.

What others financial services does Sigma Financial provide?

Sigma Financial provides the following services:


* Money-in/revenue reconciliation – Recording deposits, matching payments to accounts receivable, cashflow management.
* Expense management – Expenses categorization, accounts payable, receipt and mileage tracking
* Bill payment – Online bill payment, document storage
* Payroll services – Payroll software setup, reconciliation
* Financial reporting - Producing/reviewing financial statements from GL (i.e. Income Statement, Balance Sheet)

When is the work performed? On a schedule?

Yes, on a schedule to be determined. Daily, weekly, twice a month, monthly, quarterly and annually. We can customize to any schedule that you need.