What does a bookkeeper do?

Curious about the role of a bookkeeper in a small business? A bookkeeper records the day-to-day financial transactions of a business. Bookkeeping involves meticulously recording and organizing your business's financial transactions. This process is essential for monitoring your company’s financial health, as it provides a clear picture of income and expenses. 

Bookkeeping
Set-Up

Your business is one of a kind, and a tailored chart of accounts serves as the cornerstone for showcasing its financial story. Through precise categorization and careful attention to detail, we bring your financial narrative to life—clear, accurate, and vividly compelling.

 

Catch-Up
Services

Restore order to your business finances today. Our expertise lies in quickly and efficiently resolving months or even years of overdue bookkeeping, ensuring your records are accurate and up to date. Let us handle your bookkeeping challenges, so you can focus on what matters most—growing your business.

Clean-Up
Services

Handling financial records can be overwhelming for small businesses, even with tools like QuickBooks. That’s where we come in. With our expertise, we’ll optimize and streamline your QuickBooks software to simplify your financial management process. Additionally, we offer practical guidance to help you build and maintain an organized system, setting you up for sustained success.

Monthly Bookkeeping 

As a small business owner, your time is precious, and juggling every task can quickly become overwhelming. That’s where we step in. Let us handle your day-to-day bookkeeping, ensuring your books are balanced each month and giving you the peace of mind you deserve. Focus on what truly matters—growing your business—while we take care of the numbers.

Financial Reporting

With professionally prepared financial reports, you gain insight into your business’s financial health with accuracy and reliability. From detailed profit and loss statements to cash flow reports and balance sheets, your financial data is organized, up-to-date, and ready for decision-making. Whether you're tracking expenses, preparing for tax season, or planning for growth, these reports provide the clarity you need to stay on top of your financial goals. Let a professional handle the details so you can focus on growing your business with confidence.

Tax Preparation
Support

Accurate financial records are essential for ensuring your tax filing is completed correctly. While no one particularly enjoys tackling taxes, the entire process becomes much smoother and more efficient with the help of proper bookkeeping. Bookkeeping, at its core, is the methodical recording of all financial transactions. It serves as the foundation for accurate and stress-free tax preparation.

 

Additional Services Provided

  • 1099 Filing
  • Accounts Payable
  • Accounts Receivable
  • Budgeting & Forecasting
  • Cost Accounting
  • Inventory Services
  • Payroll Processing
  • QuickBooks Online
  • QuickBooks Payroll
  • QuickBooks Setup
  • Xero Setup

Choose from Three Simple Ways to Provide Your Information:

  • Provide us with "view-only" access to your bank account for seamless monitoring.
  • Email your monthly bank statements directly to us for easy processing.
  • Take advantage of our complimentary document-sharing platform for secure and convenient uploads.