Bookkeeping Services

Yes! You are great at what you do, but didn't go into business to be an accountant. Don’t spend your valuable time doing this. Having a professional on your team can save you time, money, and stress in the long run.

We have different price schedules to make it affordable for every business. You can view many of our accounting packages and options on our website. While the main focus when choosing an accountant should not be cost anyone in business understands it is a very important part. We make sure everyone is well aware of our abilities and the costs they will be incurring BEFORE we start the relationship. Our goal is to make sure you have the best service that fits you and your business. With that being said, there are different levels of service that we can provide and the costs will depend on what you need. Please see our Services List for a description of each package that we offer.

There are a few of reasons:

1. First, is that why you opened a business? To do bookkeeping?
2. Is that what you are really good at?
3. For most people it isn’t intuitive so it really doesn’t make much sense to them when they sit down to do it.
4. QuickBooks is a great program and what we use for 95% of our clients, however as with any other program the information is only as good as what you put in it. The old adage garbage in garbage out is very true here
5. Would it not make more sense to work on your business instead of your books?
6. DIY will only work for so long. When I talk to folks I use the example of putting in an electrical plug. Sure, I could YouTube it, but when things get complicated, do I really know what I’m doing? Of course not, and I really don’t want to set my house on fire. Do you really want to submit incorrect information to your tax preparer? Do you want the IRS to be the one to find your errors? Or even worse, do you want to make business decisions based on bad financial data?

You absolutely must keep your personal and business finances separate. Separate bank accounts are the bare minimum.

A COA is a listing of the General Ledger accounts used in your accounting system.

Reconciling is the process of making sure the transactions in an account match the source documentation. For example, your bank statement. 

The financial statements are the end product of your accounting system. They include, the Balance Sheet, Income Statement (Profit & Loss), and Statement of Cash Flows.

A balance sheet is a financial statement that reports a company's assets, liabilities, and shareholder equity. The balance sheet is one of the three core financial statements that are used to evaluate a business. It provides a snapshot of a company's finances (what it owns and owes) as of the date of publication.

An income statement is a financial statement that shows you the company's income and expenditures. It also shows whether a company is making profit or loss for a given period. The income statement, along with balance sheet and cash flow statement, helps you understand the financial health of your business.

A cash flow statement provides data regarding all cash inflows that a company receives from its ongoing operations and external investment sources. The cash flow statement includes cash made by the business through operations, investment, and financing—the sum of which is called net cash flow.