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Monthly Bookkeeping & Financial Management
Keeping your financials accurate, organized and up to date, this service includes:
- Transaction Recording & Categorization: Accurately classify and record income and expenses, ensuring accurate and up-to-date financial statements.
- Bank & Credit Card Reconciliation: Monthly checks to align your bank/credit card statements with your financial records.
- Monthly Financial Statement Preparation: Generate and analyze profit and loss statement, balance sheet and cash flow statement.
- Expense Tracking: Effective management of expenditures to optimize budgeting and tax deductions.
- Year-End Preparation for CPA: Prepare financial records and reports for seamless tax filing and CPA collaboration.
Add-on services include:
- Accounts Payable and Receivable Management: Track and manage payables and receivables to ensure timely payments and collections.
- Payroll Processing: Process payroll using QuickBooks Online or a third-party service.
- Sales Tax Reporting and Compliance:
Calculate, report, and file sales tax to meet compliance requirements.
Let us manage the finances so you’re free to do what you’re passionate about – growing your business and serving your clients.
Catch-Up and Clean-Up Services
Falling behind on your bookkeeping or needing to correct your existing bookkeeping records can be stressful, but our Catch-Up/Clean-Up Services are here to bring you up to speed. Ideal for businesses using QuickBooks Online, these services include:
- Comprehensive Review: We thoroughly assess your bookkeeping for any inaccuracies.
- Transaction Review: We ensure all past transactions are accurately categorized.
- Reconciliation: We align your transactions with bank statements to ensure they match.
- Financial Corrections: We correct any discrepancies to reflect your true financial position.
- Updated Reports: Receive current, precise financial reports.
- Expert Advice: Gain insights on maintaining your records and preventing future discrepancies.
Let us help you regain control of your financial records quickly and efficiently.
QuickBooks Online Setup
Start your financial management off right with our personalized QuickBooks Online setup and training with a Certified QuickBooks ProAdvisor. This service includes:
- Customization: Tailoring QuickBooks Online to your company’s specific needs, including chart of accounts, invoicing templates, and financial reports.
- Data Migration: Secure transfer of your existing financial data into QuickBooks Online with accuracy and integrity.
- Integration: Connecting your banking and credit accounts for real-time transaction updates.
- Training: Offering hands-on training sessions to ensure you and your team can fully leverage QuickBooks Online features.
Ready to simplify your accounting? Let’s get started and set the stage for your business’s financial success.
Fractional CFO Service
Maximize your business’s potential with our Fractional CFO services, offering expert financial guidance and strategic support customized to meet your unique needs.
- Strategic Financial Leadership: Provide high-level financial oversight and strategy, guiding your business through budgeting, forecasting, and financial planning.
- Cash Flow Management: Optimize cash flow to ensure your business remains financially healthy and can seize growth opportunities.
- Data-Driven Decision-Making: Deliver actionable financial insights and analytics to support informed business decisions.
- Financial Reporting & Analysis: Create detailed reports and perform financial analysis to track performance and identify areas for improvement.
- Growth Planning & Advisory: Develop and execute growth strategies that align with your business goals, helping you scale sustainably.
Partner with us to elevate your financial management and unlock your business’s full potential.
Frequently Asked Questions
Yes, you do!
Bookkeepers and accountants serve different but complementary roles. A bookkeeper manages day-to-day financial transactions and ensures your records are accurate and up-to-date, which is crucial for effective financial management. An accountant uses these records for higher-level financial analysis, strategic planning, and tax preparation. Even if you have an accountant, a bookkeeper can save you time and improve your financial accuracy, allowing your accountant to focus on optimizing your financial strategy and compliance.
Consider hiring a bookkeeper if you find yourself spending too much time managing your finances instead of focusing on your business, if keeping track of financial transactions and deadlines feels overwhelming, if your financial records are disorganized or if you need reliable financial reports and records for decision-making. A bookkeeper is especially valuable during periods of growth, when accurate and detailed financial oversight becomes even more crucial.
The cost of hiring a bookkeeper can vary based on several factors including the complexity of your finances, the volume of transactions, and the specific services required. For the types of businesses we work with, bookkeepers charge either an hourly rate, typically ranging from $50 to $100, or a monthly retainer that starts from around $500 for basic services and can go up to several thousand dollars for comprehensive bookkeeping solutions. We offer flexible pricing to fit the unique needs of your business, ensuring you receive tailored support that aligns with your financial goals.
We specialize in providing bookkeeping services to small to medium-sized service-based businesses. Whether you operate in professional services, healthcare, IT, consulting, or any other service industry, we are equipped to handle the unique financial needs of service-oriented companies. Our expertise ensures that your financial management is streamlined and efficient, allowing you to focus on delivering exceptional services to your clients.
Consider replacing your existing bookkeeper if you notice persistent inaccuracies, lack of proactive financial insights, poor communication, or if they struggle with modern software like QuickBooks Online. Additionally, as your business grows, you might need a bookkeeper who can handle increased complexity and transaction volume effectively.
