You know your client accounts down to the penny. Are you taking the same care with your own books? To ensure an efficient, thriving business you need accurate and timely financial information.

Bookkeeping is an essential function to keep your business moving in the right direction. It helps you manage daily expenses and cash flow but it also has a big impact on your future profitability. By understanding where you are today, you can better plan for tomorrow with strategic decisions that are based on sound data.

Consider your current approach to bookkeeping:

• Are you doing it yourself? If so, is the time you spend on bookkeeping taking away from the time you could be spending with your clients?
• Does someone in your office handle it? Are they properly trained and qualified?
• Do you use a third-party service? Do they have the industry knowledge and expertise to be as effective as you need them to be?

LPL’s Bookkeeping Solutions can help by providing you with a dedicated bookkeeper who:

• Delivers accurate financial reports
• Records and categorizes transactions
• Reconciles bank, credit card, and loan statements
• Analyzes general ledger accounts and reviews reports for accuracy

Bookkeeping Solutions

We can help your business to thrive, with these key benefits:

• Know how your business is performing with accurate and on-time financial information
• Gain time and capacity to focus on delivering an exceptional client experience
• Help strengthen the financial health of your business with consistent tracking and reporting
• Integrate seamlessly to LPL reporting and commission statements