bookkeeping services
Monthly Bookkeeping & Reporting
Accurate business records are not only required by law, but also provide you, the business owner, with the required information to make informed decisions that move your business in the right direction. However, you provide the most value working on your business, not spending hours spinning your wheels in your accounting software. Get back to what you do best and we'll handle the rest:
- Accurately categorize all transactions.*
- Reconcile your bank accounts and credit cards to make sure there are no errors, duplicates, or fraudulent charges.
- Provide a monthly reporting package that includes the Balance Sheet, Income Statement, and Statement of Cash Flows.
- Monthly review call to walk through your results.
- Unlimited email support.
- Access to secure client portal.
- If we are not preparing your taxes, we'll work directly with your tax preparer to coordinate as needed.
- Additional services available by request (i.e. receipt tracking, 1099 filing, etc.)
Clean-up/Catch-up
Are you like the majority of business owners who put their bookkeeping on the back burner because you're focused on actually running your business? Have you been commingling your personal and business transactions? Now it's tax time and you miss out on deducting expenses because you don't have accurate financial statements. Or you simply want to see how much money you're making and where you can cut expenses, but you don't have the information you need to make the right decisions. This is where we come in. We will untangle the web of receipts, invoices, and bank statements. When we're finished, you will experience the freedom of a streamlined and organized financial picture, allowing you to make informed decisions and drive your business forward with confidence.*
Quarterly Package
Do you run a smaller operation or perhaps a side-hustle that doesn't require or have the budget for monthly service? This package is designed for those types of operations, typically with 50 transactions or less per month. You'll get everything included in the monthly plan, but on a quarterly basis.