You've worked hard to get where you are. You have a personal stake in keeping good records, in knowing your financial picture, and in getting the best possible financial management service for your size and your dollars.
You need a specialist (PB); a client-oriented, local professional specializing in accounting services for individuals and small to medium size businesses; one who will provide personalized financial reports and interpret those reports for you. One who can tell you:
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what information your bank will want from you;
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when to capitalize or expense an item;
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whether a transaction affects income or equity;
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how to arrive at operating profit;
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how to establish net worth;
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how to gauge your financial health.