Services - Full Service Bookkeeping
Do you need help keeping your bookkeeping current?
Full service bookkeeping might be for you if:
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You know your books are a mess and you're determined to get them organized and up-to-date this year
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You don't currently have a bookkeeper and/or a bookkeeping solution
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You have a bookkeeper and/or software but you are still feeling lost when it comes to your business' financials
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Your accountant told you to find a bookkeeper
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It is taking you too long each month to get the books done, and you know there has to be a better way
We have a mission to help small business
get organized and empowered with their finances.
Our full service bookkeeping includes:
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A personal onboarding call to learn about your business needs
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A review of your current business workflow including, but not limited to: invoicing, Accounts Payable, Accounts Receivable, payroll, CRM, etc.
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Setup and configuration of your Quickbooks Online account including, but not limited to: an industry specific Chart of Accounts, connection of all bank feeds with proper beginning balances, importing past transactions (if needed), sales tax setup (if applicable), connecting third-party solutions like Accounts Payable, Accounts Receivable, Payroll, CRM, etc.
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Monthly categorization of all income and expenses, monthly account reconciliation, production of management style financial reports, annual reporting for tax preparation
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Monthly video calls to review your financials in a way empowers you to see the big picture of your business and make confident business decisions
