We assist exceptional service providers in achieving elevated milestones within their business endeavors.
WHAT WE OFFER
The answers you've been searching for.
How can outsourcing your bookkeeping increase your revenue?
01
Bookkeeping is an important part of a business. Without good bookkeeping procedures, your business can be at serious risk. To ensure your business is on track you will need accurate reports and proper transaction classification. When you can analyze accurate reports, you can then evaluate your company’s health.
How can hiring a bookkeeper free up your time?
02
Free yourself from the burden of time-consuming tasks such as bill entry, payment processing, expense tracking, and invoice creation. By entrusting these responsibilities to our capable hands, you can redirect your valuable time and energy towards strategic business initiatives, particularly in the realm of marketing. This shift allows you to focus on promoting and growing your business while we handle the intricacies of financial management.
What do I need to do to hire a bookkeeper?
03
Define the scope of services essential for your business and ascertain that the selected bookkeeper possesses the capability to deliver the required range of services. This proactive approach ensures a seamless alignment between your business needs and the expertise of the bookkeeper, fostering a comprehensive and tailored financial support system.
What do I need to provide a bookkeeper with to get them started?
04
Access to your accounts and records is imperative. Your bookkeeper may advise you to use a specialized accounting software, which may include programs like QuickBooks, if you are not currently using one. They may also need limited access to bank and credit accounts to obtain statements for reconciling.
Should I check in with my bookkeeper often?
05
Decide how you will communicate with your bookkeeper and how often based on your needs. Many business owners find it helpful to communicate weekly and monthly as needed while others may find it necessary to contact their bookkeeper every quarter.
Your business, your rules – we'll handle all the numbers.
Our Packages
1
Bookkeeping Essentials Package
Includes:
· Bank and Credit Card Reconciliations
· Bill Pay
· Invoice Creation
· Accounts Receivable
· Report Generation
· Transaction Classification
· Performance Review
· Integration and training with QuickBooks
· Sales Tax filing
· Payroll entry and reconciliation
· Work with CPA to provide data needed for tax
Starting at $500/month
2
QuickBooks Training & Account Review
We can train you, your existing staff, or even onboard a new accountant to use QuickBooks and properly classify transactions to produce accurate reporting.
We can review your current processes and accounts to recommend any changes needed as well as help you learn how to use specific functions in QuickBooks to help streamline your accounting.
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Call for pricing
Bookkeeping is the art of turning chaos into clarity, one entry at a time.
Services
01.
Entering supplier bills and paying suppliers
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Create sales invoices and track accounts receivable
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Classifying transactions
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06.
Prepare Profit and Loss and Balance Sheet statements
Discuss trends and variances in reports to help clients interpret the reports
Prepare a budget to monitor performance
07.
Reconciling bank and credit card transactions
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08.
Filing sales tax
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