Bookkeeping

As of June 1, 2021 I am not taking new Bookkeeping Clients. Please check back later in the year for more availability!

There are may different types of bookkeepers who offer a variety of services.  My focus is to make sure your books are current and accurate so that you can use your financial reports to help your business.  How can this help your business?

    • Having up-to-date books help you know how your business is doing, not just how much money is in the bank account right now.
    • Hiring a bookkeeper helps you make sure you books are clean.  Some common errors I see with bookkeeping are income and expenses entered twice, or not at all, bank balances not accurate, and recording expenses to the wrong category.
    •  Having clean and current bookkeeping can save you money at tax time.  Your accountant has to do less work and you also have a better idea of what to pay for quarterly taxes.  Both can help you save money!
    •  Accurate bookkeeping can relieve stress.  You always know exactly how your business is doing financially and can budget and plan for the future easily.

 

I think that businesses should be looking at their financial statements an analyzing their finances at least monthly.  In order to do this you need to make sure that your bookkeeping is up-to-date and accurate.  While there are many accounting software programs that will help you do your own bookkeeping, they don’t make sure you are doing the job accurately.  Spend more time using your financial statements to make important business decisions, and less time entering data and wondering if you’re doing it right.

Here are a few of the bookkeeping services I provide:

    • Entering income and expenses into cloud based accounting systems
    • Reconciling bank accounts, credit cards, and loans monthly
    • Classify transactions in a way that will help with taxes, but more importantly help you as a business owner.
    • Send monthly financial statements
    • Provide training and support
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If you’re looking for more help understanding your finances, making decisions using your financial statements, setting goals for your business, and sticking to a plan to help your business grow check out my Financial Coaching and Virtual CFO services.

 

** I am unable to take on bookkeeping clients who need work done for 2019 or earlier**

**I only provide ongoing bookkeeping services, I cannot help businesses who are just looking for one-time bookkeeping for tax prep or loan applications**