We can provide bookkeeping services on the schedule that works best for you – daily, weekly, bi-weekly, monthly, quarterly, or yearly.
For the majority of our clients, here’s how our bookkeeping services work
Step 1: You Gather All Of Your Information And Documents
On a daily, weekly, bi-weekly, monthly, quarterly, or yearly basis (depending on your needs), we’ll either pick up your information , or we’ll provide a prepaid FedEx label so that you can mail your documents in to our office. Documents typically include receipts, bills that you owe, customer purchase orders and invoices, employee timesheets, etc.).
If you’re a new business, we can set up your bookkeeping in QuickBooks or another accounting software program and share access with you so that you have all of the financial data you need, right at your fingertips.
Step 2: We Enter Your Data
We’ll enter your data into QuickBooks (or the accounting software program of your choice). We’ll then either send you reports, or give you access to the software. We’ll also send out invoices, purchase orders, customer statements, etc., and we’ll copy you on everything we send out. After all of your data has been entered, we’ll send you an e-mail to let you know that it’s completed and ready for your review.
Step 3: You Review The Data, Approve, And Sign
You review the data, and all you have to do is approve payroll, sign checks, sign tax returns, etc.
Having us do your bookkeeping really is that easy!
And the advantage to having the bookkeeping performed by a CPA is that we also include services that other CPA firms charge extra for. So, with us, you don’t have to wrestle with CPA vs bookkeeper. You can have both!
For example, our bookkeeping services include:
Please note: Our accounting firm offers bookkeeping services along with accounting services, tax planning, and financial services for small businesses and organizations, as well as QuickBooks training and consulting.