AM-Financials is a virtual CPA firm that offers bookkeeping, accounting and financial planning & analysis services for businesses of all sizes.
AM Financials is a virtual CPA firm that offers specialized bookkeeping, accounting and financial planning & analysis services to a broad range of clients. Focused on precise financial oversight, regulatory compliance, and strategic financial guidance. Expertise spans bookkeeping, accounting and financial reporting.
Bookkeeping
Services
Bookkeeping is a process of recording, organizing and managing financial transactions.
Proper bookkeeping records make the accounting process easier to prepare financial statements, analyze performance, calculate taxes, and help management make financial decisions.
AM-Financials handles day-to-day financial records to keep books accurate, organized and up-to-date making it easier to know business standing at any given time.
Accounting
Services
Accounting is the process of recording, classifying, summarizing, analyzing, and interpreting financial information of a business.
Accurate accounting records provide information needed for preparing tax returns and meeting applicable financial reporting requirements.
AM-Financials provides accounting services that you can rely on and truns financial data into clear & meaningful numbers. Their services helps calculate and analyze revenue, expenses, and profit or loss.
Financial Planning & Analysis Services
Financial Planning & Analysis (FP&A) is the part of finance that helps a business plan its future, understand its financial performance, and make better financial decisions.
A proper analysis and planning helps plan the future of business, create realistic budgets, control costs and forecast future revenue and expenses.
AM-Financials offers FP&A services that helps build budgets and forecasts, analyze performance, identify trends, and understand what’s driving numbers and make smarter decision based on financial data.
35%
Identify spending patterns and eliminate avoidable costs through detailed financial tracking.
92%
Maintain better control over financial planning with real-time monitoring and intelligent forecasting tools.
50+ Hours
Automate financial processes and reporting tasks, allowing teams to focus on strategic priorities.
24/7
Access up-to-date financial data anytime and anywhere to make faster and more informed decisions.
Their work focuses on understanding each client’s unique goals and creating tailored financial strategies.