Bookkeeping
Bookkeeping is the backbone of any business. An updated and reliable set of books is necessary if you want to get a loan, bring on new investors, or pay your taxes accurately and on time.
1
Setup
The bookkeeping process begins by helping you choose the right Intuit QuickBooks Online plan tailored to your business needs. Our team will assist you in setting up your account, creating user profiles, establishing a chart of accounts, and connecting your bank and credit card accounts for seamless bank feeds. Let us simplify your accounting process so you can focus on what you do best!
2
Maintaining your Books
Updating and maintaining your financial records is a crucial step in the bookkeeping process. Each week, we will download your bank and credit card transactions, ensuring they are accurately categorized in QuickBooks. Additionally, we can assist you in setting up a payroll provider, making sure your payroll expenses and liabilities are correctly entered into your account journals. This systematic approach helps keep your financial data organized and up-to-date.
3
Monthly Reports
Our monthly services include reconciling your bank and credit card accounts, finalizing payroll accounts, and reconciling loan accounts. You'll receive a comprehensive monthly report package that features financial statements and additional reports tailored to meet your business's specific needs. We are committed to providing you with clear and accurate financial insights every month.
4
Ready for Taxes
As the year wraps up, having your income statement and balance sheet prepared will streamline your business and personal tax filing. With these essential financial documents at your fingertips, you can navigate tax season with confidence and ease. Stay organized and ensure a smooth process as you tackle your taxes this year.
5
Catch-up and Clean Up Bookkeeping
Keeping your financial records accurate and up to date is crucial for filing taxes, securing loans, or attracting new investors. If you haven't maintained precise records of your business's financial activities, we're here to help. We can bring your records up to date and correct any inaccuracies, ensuring you have the reliable information you need for your financial decisions. Let us assist you in achieving financial clarity and confidence.
