01 Bookkeeping and reconciliations
Keep day-to-day records current. Get transactions categorized, accounts reconciled and missing information followed up.
Explore bookkeeping supportOutsourced accounting and finance.
Accounting, handled.
For owner-led businesses with inventory, jobs or projects. Keep your books current, understand your results and plan for cash needs.
Your business, in full light.
Services
Accounting expertise, without adding to your payroll.
Hand over the accounting work your business needs, or keep your bookkeeper and add close, reporting and advice.
02 Monthly close and reporting
Close the books and receive a profit and loss statement, balance sheet and supporting schedules.
Explore monthly reporting03 Accounting advisory
Plan for cash needs, assess costs and margins, and discuss what the results mean for your business.
Explore accounting advisoryYour industry
Accounting for the way your business works.
Inventory, jobs, projects and the cash needed to keep them moving.
How we work
Know what is needed and when reports are due.
Agree the records, responsibilities and reporting dates before monthly work starts.
01
Keep the records moving
Provide the agreed records and access. Missing information is tracked with a next step and responsible person.
02
Close and report
Receive the reconciliations, financial statements and supporting schedules in your monthly scope.
03
Discuss what changed
Discuss results, open questions and next steps at the frequency agreed for your business.
Illustrative examples from Beamarc
Not sure where to begin?
You know what you've put into your business. The numbers should help you see what you're getting back.
Book a callWhy doesn't the Shopify deposit match sales?
Your Shopify sales say one thing. The deposit says another. Work through refunds, fees and timing to see what's behind the difference.
See the payout reconciliation ↗︎Why did the job cost more than expected?
A job is finished, but it cost $5,000 more than expected. See what changed in materials, labor and subcontractor costs, and what to check before you quote the next one.
See the job cost comparison ↗︎Why did the same batch cost more to make?
You made the same 100 units, but each one cost $5 more. Was it materials, labor or overhead? Follow the numbers before changing your price.
See the production cost analysis ↗︎The person behind the work
Work directly with Sema Koch, CPA, at Beamarc.
Sema brings over 15 years combined in accounting, audit and operations, including Big Four audit and Wall Street internal audit.
She also built and exited a consumer products business, managing its inventory, cash and books.
Meet SemaGetting started
Start with the work you need handled.
Start with a conversation about your business and the work you need handled. Scope, timing and fees are agreed before work begins.
Book a callWhat happens before monthly work starts?
A records diagnostic identifies the condition of your books and any cleanup needed. It is a separate paid step, scoped and quoted before records are assessed. You receive a written findings memo.
How do fees work?
Your fee reflects the accounts and work involved, transaction volume, the condition of your records and the reports you need. Scope and fees are confirmed in writing before work starts. Cleanup and additional work are explained and approved separately.
Can I keep my bookkeeper?
Yes. Keep your bookkeeper and add close, reporting or advisory support. Agree who records transactions, prepares reports and follows up on missing information.
Can you help with books that are behind?
Yes. Start with the records and periods affected. Cleanup work, fees and timing are agreed separately before recurring reporting begins.
Do you prepare tax returns?
Yes. Beamarc prepares business and individual tax returns under a separate tax engagement with its own engagement letter, scope and fees. This applies to monthly accounting clients as well as tax-only clients.
Do we need to be in New Jersey?
No. Support is available remotely. In-person work for New York Metro clients is arranged when useful.
Contact
Tell us what you need.
Accounting for your business, or tax preparation for you or your business.
What happens next
We'll reply by email to arrange an initial conversation about your business, the work you need and timing. For monthly accounting, a separately quoted, paid records diagnostic produces written findings before recurring work starts. Scope, timing and fees are agreed in advance. Tax preparation is a separate engagement.