Services
Bookkeeping services include keeping your financial records organized and up to date by tracking income and expenses, reconciling accounts, managing invoices and payments, preparing financial reports, and ensuring everything is accurate for tax time. With consistent bookkeeping, you always know where your business stands financially, can make confident decisions, and avoid stressful surprises.
1
Organizing Bank and Credit Card Transactions
Capturing and properly coding all bank and credit card transactions ensures every dollar coming in and going out is recorded accurately. This keeps your books organized, helps you understand your true financial picture, and makes reporting and tax time smooth and stress-free.
2
Bank and Credit Card Reconciliation
Bank and credit card reconciliation ensures your recorded transactions match your actual account activity. This process catches errors, prevents inconsistencies, and keeps your financial records accurate and reliable.
3
Accounts Receivable
​Accounts receivable involves tracking the money customers owe you, sending invoices, and monitoring payments. This helps you maintain steady cash flow and ensures you get paid on time.
4
Accounts Payable
Accounts payable involves managing the bills and payments your business owes to vendors and suppliers. Staying on top of these ensures timely payments, maintains good relationships, and helps control cash flow.
5
Inventory Tracking
Inventory tracking monitors the quantity and value of your products or materials. It helps prevent stockouts or overstocking, ensures accurate financial reporting, and supports smarter purchasing decisions.
6
Fixed Asset Management
Fixed asset management involves tracking and managing your long-term business assets, like equipment and property. It ensures accurate records for depreciation, financial reporting, and helps you make informed decisions about asset use and replacement.
7
Financial Reporting
Financial reporting provides clear, accurate summaries of your business’s financial activity, including income, expenses, and overall performance. It helps you make informed decisions, monitor growth, and stay prepared for taxes and audits.
8
Management Reporting
Management reporting delivers tailored financial insights and performance metrics to help business owners and managers make strategic decisions, monitor progress, and drive growth.
9
1099 Filings
1099 filings involve preparing and submitting the required forms for independent contractors and vendors. Accurate 1099s help you stay compliant with IRS rules and avoid penalties.
10
Job Costing
Job costing tracks all expenses and labor associated with a specific project or job. It helps you understand profitability, control costs, and make informed pricing and business decisions.
11
Clean-Up
Bookkeeping clean-up involves reviewing and correcting past financial records to ensure accuracy and organization. It provides a clear, reliable foundation for reporting, decision-making, and future bookkeeping.