Bookkeeping Services

My company offers professional and accurate bookkeeping services helping business owners to be more informed about their accounting and make better financial decisions.


Bookkeeping Services

Because of my extensive experience in bookkeeping, my clients benefit by getting a personalized, quality service that is beyond comparison.

Below I have listed the different services that I offer to my clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about other professional bookkeeping services if you do not see it listed.

If it is not a service I provide, I would be more than happy to refer you to a qualified professional that can help you with your bookkeeping needs.

Submit your testimonial ~ Read what other visitors have said

Bookkeeping Services

Bookkeeping Services Quote

1. Bookkeeping/Write-Up

2. Bank Reconciliation

3. Profit and Loss Statement

4. Balance Sheet

5. Accounts Payable

6. Accounts Receivable

7. Chart of Accounts

8. Online Tax Preparation

9. Tax Services - Utilize the tax organizer


1. Bookkeeping/Write-Up

Need a bookkeeper?

Meaningful, well-organized financial records will ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.

I can assist you with the day-to-day tasks associated with your bookkeeping write-up services including entering income and expense transactions, accounts payable, accounts receivable and adjusting entries to tie out to year end reports for tax purposes. Including mobile and virtual bookkeeping service.

Request Bookkeeping Services Quote

Follow this link to read more about Bookkeeping/Write-Up

Click here to Request Bookkeeping Quote now!

2. Bank Reconciliation

Bank reconciliation is a necessary monthly bookkeeping services task. One of the reasons it is important is so that you are able to stay on top of your cash flow and not end up in the red.

Or in other words, overdrawn on your bank account and incurring unnecessary non sufficient fund fees.

To see an example of a Bank Reconcilation, please follow this link

Click Here to see my YouTube Bank Reconciliation tutorial

3. Profit and Loss Statement

I can assist you in the preparation of your financial statements such as the profit and loss statement in accordance with professional standards. The financial statements produced can be a useful tool in management for making beneficial financial decisions. 

The profit and loss statement is essential for financial forecasting and projection which is a necessity when trying to effectively manage and lead a business to profitability.

To learn about the Profit and Loss Statement, please follow this link

4. Balance Sheet

The Balance Sheet helps you to see the big picture of your business. It gives you an indication of whether your business is improving or going down hill. 

From simple bookkeeping projections to more complex financial modeling, I can assist you in achieving your company's financial goals by providing clean financial statements.

Follow this link to learn more about the Balance Sheet

5. Accounts Payable

Accounts Payable is used to record the bills of a business that are outstanding and is also referred to as A/P for short. A business can be profitable and still run into trouble due to cash flow issues.

By properly maintaining your accounts payable, I can track cash-flow and help make sure you don't fall behind on expenses.

To learn more about the Accounts Payable process, follow this link

6. Accounts Receivable

Accounts Receivable refers to the outstanding money that is owed to you for sales that you have already made that haven't been paid for yet.

I view my role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Staying on top of A/R is one of the ways I can do this.

Learn more about Accounts Receivable by following this link

7. Chart of Accounts

Maintaining the chart of accounts is a must for your business. Often times when a business first gets started, organization of accounts, accounting records and transactions ends up being a low priority.

This is in turn ends up making for quite a mess at tax time and leads to unnecessary stress for you the business owner. I can help you with the clean-up and organization of your current COA and bookkeeping system.

Request Bookkeeping Services Quote

Find out more about the Chart of Accounts by clicking here

Click here to Request Bookkeeping Quote now!

8. Online Income Taxes

There are many great online income taxes software programs available. I previously used Taxwise in my business, and have since graduated to the more advanced Lacerte software. These are both form driven accounting service tax preparation programs. They are great for a tax preparer to use, but not for the everyday person.

If you like to prepare your own taxes and do your taxes online, you will find the best name brand income tax preparation software here, all at discounted prices.

Follow this link to file your Online Income Taxes now!

9. Tax Services

I prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.

I provide my individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

Bookkeeping Tax Services

*Tax planning & return preparation

- Individuals

- Corporations

- Partnerships

- LLCs/LLPs

- Estates, trusts & gift

- Not-for-profit organizations

*Divorce and support issues

*Tax effects of buying/selling a business

Please follow this link to contact me about my Tax Services

CLICK HERE to download and utilize my free Tax Organizer

Bookkeeping Services Articles

Read about Professional Bookkeeping Services

Find out about Outsourced Bookkeeping Services

Read bout Bookkeeping Services and Accounts Payable

Learn about Bookkeeping Services to Manage Cash Flow

Read about Bookkeeping Services and Current Liabilities

Your Testimonials

Have A Great Story About Your Experience with Bookeeping-Basics.net?

Are you a bookkeeping or income tax client? Do you have a great story about the experience you had working with me? Share it!

[ ? ]

Upload 1-4 Pictures or Graphics (optional)[ ? ]

 

Click here to upload more images (optional)

Author Information (optional)

To receive credit as the author, enter your information below.

(first or full name)

(e.g., City, State, Country)

Submit Your Contribution

 submission guidelines.


(You can preview and edit on the next page)

What Other Visitors Have Said

Click below to see contributions from other visitors to bookkeeping-basics.net...

Thank You For This Website 
Thank you for putting this website up. I just graduated in Mathematics from university and this website helps me a lot to better understand the business …

Click here to write your own.


Return to HomePage


Please subscribe to my monthly newsletter, Bookkeeping Basics E-zine. It tells you each month about the new information that I have added, including some great tips and advice from myself and other Bookkeeping Basics readers.


Enter Your E-mail Address
Enter Your First Name (optional)
Then

Don't worry — your e-mail address is totally secure.
I promise to use it only to send you Bookkeeping Basics E-Zine.


Like Bookkeeping-Basics.net?


New! Comments

Share Your Comments, Tips & Advice! Leave a comment in the box below.