All information is securely backed up in the cloud with bank-level security encryption. No more filing cabinets packed with voluminous receipts, invoices, statements, and reports. You will have access to your finances anywhere, anytime.
The bank and credit card feeds ensure that the recorded information is accurate and complete. Transactions are recorded faster and easier. You will have the ability to upload receipts directly to Quickbooks Online or HubDoc, which is a third-party document management service.
We do not require a workspace within your office. You will not have to pay employment taxes on our monthly fees. We will not need employee benefits or insurance. Our fees are much less than an in-house bookkeeper which could cost you an estimated $50,000 per year!
Are you unsure of the current state of your books? Or do you know that your books are messy but are unsure how to fix them? Well, enter our Review & Advise service. This is a comprehensive review of your books, not a quick, 15-minute once-over. It's a deep dive into the state of your books down to every last detail. After the review, we will provide you with a detailed report which we will go over together. We will discuss the findings of our review, recommendations for cleaning up and maintaining your books, and pricing for those services.
A common problem for many businesses is falling behind on your bookkeeping. This can cause overwhelming financial chaos. As your bookkeeping professional, we will step in to reconcile your records whether it's just a couple of months or even a few years.
Accounts Receivable is money owed to you. Do you have outstanding invoices due from clients or customers? Do you have procedures set up to remind you when those invoices come due? With the solutions we set up, we will be able to track these accounts to make sure you are collecting the money you are owed in a timely manner.
Accounts Payable are bills that you need to pay. We will set up a system to ensure your accounts are paid on time so you can avoid delinquent accounts, late fees, and additional interest expenses.
Both are essential for running a business and staying tax compliant. In short, a bookkeeper records transactions and reconciles accounts resulting from the day-to-day running of a business. An accountant then analyzes this information to help you save money when filing your taxes.
You have been trained and educated in your particular field. Same goes for me, but my expertise is with numbers. I will provide dedicated bookkeeping solutions to take your business to the next level. This will also free up time to focus on your business, family and the things you love to do outside of work. A weight off your shoulders!
The three most important financial statements are the Balance Sheet, the Income Statement, and the Statement of Cash Flows. Analyzing these three statements together will show you every facet of your finances. I can also provide additional custom statements to detail certain aspects of your business you would like to track.