Our Bookkeeping Services to Keep Your Finances in Order.

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Keep business financial transactions documented. Monitor and manage financial records with top bookkeeping software

Manage a company's accounts payable and receivable, including invoice creation, payment processing, and collections.

Reconcile bank statements with a company's books to ensure accuracy and identify discrepancies.

Generate financial reports such as income statements, balance sheets, and cash flow statements to help businesses track their financial performance.

Assist with tax preparation, including gathering necessary documents, completing tax forms, and filing returns.

Provide advice and guidance to businesses on financial matters, such as budgeting, cash flow management, and financial forecasting.

This includes the client's business name, legal structure, contact information, tax ID number, bank account information, and any previous financial statements.

We schedule a meeting with the client to discuss their business, accounting needs, and expectations. This is a good opportunity to ask any questions and get to know the client better.

Based on the meeting and the client's needs, determine the scope of work required, including the type of bookkeeping services needed and the frequency of reporting.

If the client does not already have accounting software, set up a software program that is best suited for their needs. This may involve creating new accounts, entering opening balances, and configuring the software to meet the client's specific requirements.

Once the software is set up, input all financial data for the client, including bank statements, receipts, and invoices.

Reconcile all accounts to ensure accuracy, including bank accounts, credit card accounts, and any other financial accounts.

Create regular financial statements, including balance sheets, income statements, and cash flow statements, based on the client's reporting requirements.

Analyze the financial statements to identify any trends or issues and review them with the client to discuss opportunities for improvement.

Offer ongoing support to the client, including answering questions and providing guidance as needed and stay in regular communication with the client to ensure that their needs are being met and to discuss any changes in their business or accounting needs.