Stay Organized.
Stay Focused.
Reliable bookkeeping solutions that free up your time and keep your business financially healthy.
Stay Organized. Stay Focused.
Reliable bookkeeping solutions that free up your time and keep your business financially healthy.
What We Offer
Keeping your financial records accurate and up to date is essential to making smart business decisions. At LI Wealth Management Inc., we provide stress-free, organized bookkeeping support tailored to your needs.
Our Bookkeeping Services Include:
Transaction Recording
Accurate tracking of income, expenses, and day-to-day financial activities.
Account Reconciliation
Monthly balancing of your bank, credit card, and loan accounts to ensure accuracy.
Financial Reporting
Monthly or quarterly reports, including income statements, balance sheets, and cash flow summaries.
Expense Categorization
We keep your expenses properly categorized for easier tax prep and smarter budgeting.
Invoicing & Accounts Payable/ Receivable
Optional add-on support for managing client invoices and payments.
Why Bookkeeping Matters
Better Financial Decisions
Up-to-date books help you make timely, informed business choices.
Tax Readiness
Clean records make tax filing faster, easier, and more accurate.
Business Growth
Understand where your money goes so you can grow confidently.
Peace of Mind
Spend less time stressing over finances and more time doing what you do best.
Why Bookkeeping Matters
Better Financial Decisions
Up-to-date books help you make timely, informed business choices.
Tax Readiness
Clean records make tax filing faster, easier, and more accurate.
Business Growth
Understand where your money goes so you can grow confidently.
Peace of Mind
Spend less time stressing over finances and more time doing what you do best.
Who We Help
Small Business Owners
Freelancers & Solo Entrepreneurs
Nonprofits
Service-Based Businesses
