Services
Catch Up / Clean Up
When we initially take over your bookkeeping, we will ensure that your records are accurate beginning from the time period you would like us to begin. Whether you’ve done no bookkeeping at all, or your books are in bad shape, we’ve got you covered. Give us some time, and we’ll get you caught up to speed.
Weekly Bookkeeping
This is the most essential part of our service. Ongoing weekly bookkeeping allows you to get a clearer picture of your company’s financial position. On a weekly basis, we will record any financial transactions that occurs within your business and categorize the transactions appropriately in your books.
Reconciliation
Reconciling bank accounts is vital to accurate bookkeeping. “Reconciling” means that we will make sure the transaction amounts and types on your bank statements match what we have in your books. This is our way of double checking our work so that you can make important financial decisions based on reliable data.
Monthly Financial Reports
Following the end of every month, we will generate financial reports for your company. This typically includes an Income Statement, but may also include other types of financial statements as well. The types of reports you will receive will depend largely on the size and complexity of your business.
Consultation
We want to do more than just send you an email with your financial reports every month: we want to help you understand what they mean. Once your financial reports have been generated for the prior month, you will have the option to schedule a time with us to briefly go over your financial reports and ask any questions that you may have.
A/R & A/P Management
We offer comprehensive accounts payable and accounts receivable management services, ensuring timely payments, healthy cash flow and accurate financial reporting.
1099 Tracking
We can provide seamless 1099 tracking in QuickBooks, ensuring accurate and efficient reporting. We handle the entire process, from tracking vendor payments to generating and filing 1099 forms. With our service, you can stay compliant, save time, and reduce the risk of errors, all while streamlining your tax reporting.