Our Services

Loodra Advisory & Accounting offers comprehensive services to help your business overcome challenges and achieve long-term success.

From bookkeeping to financial strategy, our expert services ensure accuracy, growth, and peace of mind every step of the way.

Bookkeeping Services
Setup Assistance
Catch-up Bookkeeping
CFO Advisory Services

Monthly Bookkeeping Services

We ensure your financial records are accurate, organized, and up-to-date, giving you peace of mind and allowing you to focus on growing your business.

✅ Bank & Credit Card Reconciliations – Keep your accounts balanced and error-free.

✅ Transaction Classification – Properly categorize every financial movement for clear insights.

✅ Monthly Financial Statements – Gain a clear overview of your business performance.

✅ Tax Readiness – Stay compliant and prepared for tax season with well-maintained records.

Get Started

Accounting Setup Assistance

Start your bookkeeping and accounting the right way with expert setup and guidance. We ensure a seamless transition to an efficient financial system.

✅ QuickBooks Online Certified – Expert setup and optimization for smooth financial management.

✅ Chart of Accounts Creation – Organize your finances with a structured and customized chart.

✅ Establishing Opening Balances – Ensure accurate financial tracking from day one.

✅ Expert Guidance – Get clear answers to all your accounting setup questions.

Get Started

Catch-Up Bookkeeping

Falling behind on your books? We’ll bring everything up to date quickly and accurately, so you can stay tax-ready and stress-free.

✅ Account Reconciliations – Ensure all your financial records align with bank statements.

✅ Historical Transaction Categorization – Properly classify past transactions for accurate reporting.

✅ Journal & Closing Entries – Adjust and finalize your books with precision.

✅ Tax Readiness – Get your financials in order for a smooth tax season.

Get Started

CFO Advisory Services

Ready to take your business to the next level? Our expert CFO guidance provides the strategy and insights you need for sustainable growth.

✅ Goal-Oriented Coaching – Personalized financial coaching to align with your business objectives.

✅ Strategic Vision & Planning – Develop a clear roadmap for financial success.

✅ Hands-On Implementation – Practical support to turn plans into results.

✅ Financial Risk Management – Identify and mitigate potential financial risks to safeguard your business.

Get Started

Our Client Testimonials

“I hired Jeremy and his team to handle my bookkeeping, and I am extremely satisfied with the results! They ensured everything was accurate, up to date, and ready for tax season. Now, I can focus on growing my business without worrying about financial records. Thank you, Jeremy!”
— Michael T.

“I was struggling to manage my finances and plan for growth, but Jeremy’s CFO advisory service changed everything. He provided a clear strategy, helped me set goals, and guided me through key financial decisions. My business is now more profitable and structured than ever!”

— Emily Sem.

“Jeremy helped me set up my accounting software, and the process was so smooth! I had no idea where to start, but they walked me through every step, answered all my questions, and ensured my books were structured properly. I highly recommend their services!”

— Alex Ronald.

“I hired Jeremy and his team to handle my bookkeeping, and I am extremely satisfied with the results! They ensured everything was accurate, up to date, and ready for tax season. Now, I can focus on growing my business without worrying about financial records. Thank you, Jeremy!”

— Michael T.

“I was struggling to manage my finances and plan for growth, but Jeremy’s CFO advisory service changed everything. He provided a clear strategy, helped me set goals, and guided me through key financial decisions. My business is now more profitable and structured than ever!”

— Emily S.

“Jeremy helped me set up my accounting software, and the process was so smooth! I had no idea where to start, but they walked me through every step, answered all my questions, and ensured my books were structured properly. I highly recommend their services!”

— Alex R.

Got Questions? We’ve Got the Answers!

We provide comprehensive bookkeeping services, including transaction classification, bank and credit card reconciliations, monthly financial statements, and tax-ready reports to keep your finances in order.

Yes! We assist with setting up QuickBooks Online and other accounting software by creating a Chart of Accounts, establishing opening balances, and answering any questions you may have.

No worries! Our Catch-Up service ensures all your financial records are up to date. We handle account reconciliations, historical transaction categorization, journal entries, and tax readiness.

Our CFO advisory services provide strategic financial planning, goal-oriented coaching, hands-on implementation, and risk management to help scale your business efficiently.

Absolutely! We tailor our bookkeeping, advisory, and financial management services to meet the specific needs of your business, ensuring optimal financial health and growth.