RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
B O O K K E E P I N G
Why RIA Innovations?
Hiring a bookkeeper that has experience working directly with Investment Advisor Representatives (IARs) and Registered Investment Advisers (RIAs) is an important distinction to make when you’re searching for bookkeeping services. RIA Innovations’ Bookkeeping Service is intended to help IARs and RIAs with the time-consuming task of managing their books and preparing financial reports for regulatory filing purposes. We will assist you with the tedious bookkeeping work and ongoing financial reporting, which will free up your time to better serve your clients and grow your business. NWAM, LLC dba RIA Innovations is an SEC Registered Investment Adviser. RIA Innovations does not provide tax, legal or accounting advice. You should consult your own tax, legal or accounting advisor to meet financial reporting and regulatory requirements.
PRICING
$75 Per Hr.
Income Entries Expense
Entries Accounts Receivable
Bank Reconciliation
Business Credit Card Reconciliation
Correct Errors and Adjust Entries
Profit and Loss Statement
Balance Sheet Statement
Cash Flow Statement
Quarterly Financial Reports
Custom Financial Reports