bookkeeping & financial clarity

Bookkeeping tells you what to do

next.

Plenty of bookkeepers will categorize transactions. Very few will tell you that your best-selling service loses money. Sigma keeps the books clean and then reads them like a business consultant — because we are one.

Know what the business actually makes

Owners guess more than they admit. Guessing on pricing, guessing on whether they can afford a hire, guessing on whether last month was good. Clean books end the guessing.

Each month you get reconciled accounts, a profit and loss you can read without an accounting degree, and a short note on what changed and what it means.

What monthly financial services can include

  • Transaction categorization & account reconciliation

  • Monthly profit & loss, balance sheet, cash flow

  • Job, product, or service-level profitability

  • CPA-ready year-end handoff

  • Accounts payable/accounts receivable tracking

  • Cash flow forcasting and runway visibility

  • Catch-up and clean for behind books

  • A monthly review call, not just a PDF.

Bookkeeping is where most gap analysis start

The books are the fastest place to see how the business really operates: which customers are slow to pay, which subscriptions nobody uses, where labor is going. That is why bookkeeping and consulting belong with the same partner instead of two.

Common questions

How much does your financial services cost?

Bookkeeping is included in Sigma's monthly packages rather than billed as a standalone line item. Scope depends on transaction volume and how much else we handle, so we price it after the discovery session.

Do you do taxes?

We currently do not file returns. We keep the books clean and coordinate with your CPA so tax season is a handoff instead of a scramble. If you need a CPA, we will point you to one of our amazing referral partners.

My books are months behind. Can you fix that?

Yes. Catch-up and cleanup work is common. We scope it during the discovery session so you know the cost before we start.

What software do you use?

Usually QuickBooks Online, but we work with what you already have if it is doing the job. Part of the review is deciding whether your current stack is worth keeping.

also part of the one-stop shop

The whole-company review: we look at the money, process, technology, and structure the way an investor would before buying in - then hand you a plain-English plan for what to fix and in what order.

We build the website, local SEO and online presence customers use to decide whether to call you - treated as a revenue asset, not a

brochure.

Lean Six Sigma process work, written SOPs, software cleanup and automation so the business stops running through the owner's phone and starts running on a system.

Starting out? We install the financial, digital, and operational foundation on day one - the setup an investor would want to see, before bad habits get expensive.

next step

Start with a discovery session

A deep dive into your finances, operations, digital presence and structure. You leave with a written

action plan — whether or not you ever hire us again.

Sigma International. Private-equity discipline, startup-stage prices — business consulting, bookkeeping, web design and operations for small businesses and startups.

contact

Owasso, OK

Serving Owasso, Tulsa, Collinsville, Broken Arrow, and small businesses nationwide.

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