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Welcome to RL Consulting and Financial Services

 At RL Consulting, we believe that smart financial decisions start with clarity and strategy. Whether you're seeking bookkeeping support, financial planning, or business guidance, we provide expert solutions tailored to your needs. Below, you’ll find detailed information about the services offered, including setup, reconciliation, payroll management, and financial reporting. If you have any questions or would like to schedule a consultation, contact Rashida McKelvin using our contact form at the top of the page for personalized support.

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Bookkeeping Services with RL Consulting

Expert financial management tailored to your needs.

Setup & Customization

- Chart of accounts setup

- Bank and credit card connection

- Invoice and report customization

Ongoing Bookkeeping

- Income and expense tracking

- Categorizing transactions

- Receipt management

- Accounts payable and receivable 

- Income and expense tracking

Reconciliation and Payroll

- Monthly bank and credit card reconciliation

-Payroll setup and processing

-Tax calculations and filings

Financial Modeling and Portfolio Review

- Net Present Value (NPV) calculations to evaluate long-term investments

- Internal Rate of Return (IRR) analysis for profitability assessments

- Return on Investment (ROI) evaluations to measure financial efficiency

- Comprehensive analysis of financial assets and investments

- Risk assessment and strategy recommendations

- Performance tracking and optimization guidance

Sales Tax and Financial Reporting

-  Sales tax tracking and filing

- Profit and Loss Statements

- Balance Sheets and Cash Flow Reports

- Custom financial insights

Budgeting and Inventory Management

- Budget creation and actual vs. budget analysis

- Inventory setup and tracking

- Stock level management and POS integrations

Cleanup, Catch-Up, and Training

- Bookkeeping corrections and compliance reviews

- Backlogged financial data cleanup

- Notary services

If you need a consultation to discuss your bookkeeping needs, contact Rashida McKelvin today.

Copyright © 2025 RL Consulting and Financial Services - All Rights Reserved.

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