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Accounting and Bookkeeping Services
SIMPLE START-Starting at $300/month.
1. Categorizing Transactions
Every financial transaction is sorted into the appropriate category, ensuring your income and expenses are accurately tracked. This helps you:
✔️ Understand where your money is going
✔️ Maximize deductions during tax season
✔️ Maintain clear and organized financial records
2. Reconciling Accounts
We compare your bank and credit card statements with your bookkeeping records to identify discrepancies and ensure everything matches. This process:
✔️ Prevents errors and fraud
✔️ Keeps your books up to date
✔️ Provides a clear picture of your financial health
3. Generating Financial Reports
We create detailed reports that provide valuable insights into your business finances. These reports help you:
✔️ Track profitability and cash flow
✔️ Make informed financial decisions
✔️ Prepare for tax filings and business growth
ESSENTIALS-Starting at $600/Month
📌 Categorizing Transactions for Your P&L and Schedule C
Proper transaction categorization ensures accurate financial reporting, making tax time easier and maximizing deductions. We help you:
✔️ Track income and expenses effectively
✔️ Prepare for tax filings with precise Schedule C reports
✔️ Maintain a clear and organized Profit & Loss statement
📌 Reconciling Your Accounts
We verify that your bank and credit card transactions align with your bookkeeping records, reducing errors and ensuring financial accuracy. This process:
✔️ Prevents discrepancies and fraud
✔️ Keeps your financial data up to date
✔️ Provides a solid foundation for business decision-making
📌 Managing Your Financial Statements
Gain clarity and confidence in your business finances with professionally prepared financial reports, including:
✔️ Profit & Loss Statement – Track revenue, expenses, and overall profitability
✔️ Balance Sheet – Understand your company’s financial position
✔️ Accounts Payable & Accounts Receivable – Stay on top of money owed and incoming payments
📌 Monthly Business Consultation for Growth & Optimization
We go beyond bookkeeping to provide expert financial insights. Our monthly business consultation helps you:
✔️ Identify areas for financial improvement
✔️ Optimize cash flow and profitability
✔️ Develop strategies to support business growth
ADVANCED-Starting at $1200/Month
ADVANCED-Starting at $1200/Month
📌 Categorizing Transactions for Your P&L and Schedule-C Properly categorized transactions help you maintain accurate financial records and simplify tax preparation. We ensure:
📌 Reconciling Your Accounts
We match your bookkeeping records with bank and credit card statements to prevent errors and ensure financial accuracy. This helps:
✔️ Identify and resolve discrepancies
✔️ Prevent fraud and financial mismanagement
✔️ Maintain up-to-date and reliable financial data
📌 Managing Your Financial Statements
Gain valuable insights with detailed financial reports, including:
✔️ Profit & Loss Statement – Track business performance
✔️ Balance Sheet – Understand assets, liabilities, and equity
✔️ Accounts Payable & Accounts Receivable – Stay on top of cash flow
📌 Monthly Business Consultation for Growth & Optimization
We go beyond bookkeeping by offering strategic financial insights to help you:
✔️ Improve profitability and efficiency
✔️ Optimize cash flow and reduce unnecessary expenses
✔️ Plan for business expansion with confidence
📌 Full-Service Accounts Payable & Accounts Receivable Management
We handle your A/P & A/R so you can focus on running your business. Our services include:
✔️ Creating and sending invoices for timely payments
✔️ Tracking and managing bills to avoid late fees
✔️ Monitoring cash flow to maintain financial stability
QuickBooks Setup and Support
ADVANCED-Starting at $1200/Month
We are proficient in QuickBooks and can help you set up and optimize the software for your business. Our services include:
- Initial setup and configuration
- Customizing invoices, charts of accounts, and reports
- Training and ongoing support to maximize QuickBooks efficiency
- Troubleshooting and resolving QuickBooks issues
Accounts Payable /Receivables
Manage your cash flow effectively by keeping track of what’s coming in and going out. Our services include:
- Invoicing clients and tracking payments
- Monitoring overdue accounts and sending reminders
- Paying bills on time to avoid late fees
- Reconciling vendor statements and resolving discrepancies
What Does a Bookkeeper Do
1. Categorizing Transactions
Every financial transaction is sorted into the appropriate category, ensuring your income and expenses are accurately tracked. This helps you:
✔️ Understand where your money is going
✔️ Maximize deductions during tax season
✔️ Maintain clear and organized financial records
2. Reconciling Accounts
We compare your bank and credit card statements with your bookkeeping records to identify discrepancies and ensure everything matches. This process:
✔️ Prevents errors and fraud
✔️ Keeps your books up to date
✔️ Provides a clear picture of your financial health
3. Generating Financial Reports
We create detailed reports that provide valuable insights into your business finances. These reports help you:
✔️ Track profitability and cash flow
✔️ Make informed financial decisions
✔️ Prepare for tax filings and business growth
