Professional Bookkeeping Services
We provide professional bookkeeping services, specializing in working with solo entrepreneurs.
Let us make your finances effortless by streamlining your business bookkeeping, ensuring stress-free balance sheets and more time for you to focus on growing your business.
Our Process
Step 1: Schedule your free consultation
Step 2: Review your custom service plan
Step 3: Start your bookkeeping journey
We would love to help you streamline your bookkeeping processes, track your expenses and provide up to date financial reporting so you can make informed decisions for your business. Schedule your free consultation now!
Our Services
We provide general bookkeeping services to solo entrepreneurs and small service-based businesses. These services include:
General Bookkeeping
This includes recording all your financial transactions, income and expenses, and maintaining your financial records. We will monitor and categorize your business expenses and income to help you identify patterns.
Bank Reconciliation
We will make sure that your bank statements and financial records match, identifying any discrepancies and making adjustments as needed.
Financial Reporting
You will receive regular financial reports that include the balance sheet, income statement (also known as the profit and loss statement) and the statement of cash flow for your business. Additional reports may be included based on the needs of your business.
Software Setup and Training (QuickBooks Online Expert)
We will setup and train you on your accounting software as needed. This includes setting up a chart of accounts specific to your business to make your reporting easy to review and understand. This will make your reporting easy to understand and allow you to take action as needed.
Other
If you need assistance with Accounts Payable, Accounts Receivable and/or Inventory Management we will discuss in our consultation and determine based on your needs if this is something we can assist you with.
We do not process payroll. If you have payroll needs, we can discuss and make recommendations. We can ensure the payroll is accounted for in your financials but will not process.
FAQS
What is the importance of professional bookkeeping for my business?
Professional bookkeeping is essential for several reasons. First and foremost, it ensures the accuracy and reliability of your financial records, which is crucial for making informed business decisions and maintaining compliance with tax regulations. Additionally, organized financial data simplifies the auditing process and can help you identify cost-saving opportunities and areas for business growth. Ultimately, professional bookkeeping saves you time, reduces the risk of financial errors, and allows you to focus on running your business effectively.
How often should I update my financial records?
The frequency of updating financial records can vary depending on your business's size and complexity. However, it's generally recommended to update your records on a regular basis, such as monthly or quarterly. Consistent record-keeping helps you stay on top of your financial situation, identify issues early, and make timely adjustments. With our services, we can establish a schedule that aligns with your business's specific needs and ensures your financial records are always up to date.
Is my financial data safe with your company?
Yes, the security of your financial data is one of our top priorities. We employ industry-standard security measures to protect your information from unauthorized access or data breaches. Our team is trained in data confidentiality and follows strict protocols to safeguard your records. Additionally, we use secure, encrypted channels for data transmission. You can trust that your sensitive financial information is in secure hands when you choose our bookkeeping services.