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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

SERVICES OFFERED

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NWAM, LLC, dba Northwest Asset Management and RIA Innovations is an SEC registered investment adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information please click the following link here.