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Here's how our Monthly Maintenance Bookkeeping Services can benefit your business:

  1. Regular Bookkeeping: Our experienced team will handle all aspects of your bookkeeping, including recording financial transactions, reconciling bank accounts, managing accounts payable and receivable, and maintaining accurate general ledgers.

  2. Timely Reporting: We generate detailed financial reports on a monthly basis, providing you with valuable insights into the financial health of your business. These reports help you make informed decisions and monitor key performance indicators.

  3. Customized Solutions: We understand that your business has unique needs. We will tailor our services to align with your specific requirements, ensuring that we address any industry-specific nuances or regulations.

  4. QuickBooks Online Expertise: As QuickBooks Online experts, we leverage the platform's advanced features and automation capabilities to streamline your bookkeeping processes. This enhances efficiency, reduces errors, and saves you valuable time.

  5. Ongoing Support: Our dedicated team is always available to answer your questions, address concerns, and provide ongoing support whenever you need it. We value open communication and strive to build a strong, long-lasting partnership with you.

  6. Data Security and Confidentiality: We prioritize the security and confidentiality of your financial data. With robust data protection measures in place, you can trust that your information is safe and handled with the utmost care.

Let us take care of your monthly bookkeeping needs so that you can focus on running your business. Contact us today to discuss how our Monthly Maintenance Bookkeeping Services can support your financial success.

Our Bookkeeping Packages

Activity

Advanced                         

Full                           

Basic                 

Recording Financial Transactions

Bank Reconciliations

Accounts Payable

Accounts Receivable

Financial Statements Preparation

Budgeting and Forecasting

Payroll Processing

Inventory Management

Sales Tax compliance

Payroll Tax Compliance

Income Tax Preparation

Tax Planning

Note: Each of these packages can be tailored to

the specific needs of each client.

Advanced

The Advanced Bookkeeping package is for small businesses that are more complex and need advanced services. Each month, you can Zoom us to discuss your monthly reports, and we will analyze the data together. You not only get great customer service, but we can also help track your data by location, class, or project. We have a pulse on your accounts receivable and help you automate things inside of QuickBooks and connect up apps to make your workflows easier. All tax related issues are handled within this package.

Full

The Full Bookkeeping Service package is our most popular. It is well-suited for established, growing businesses that have started acquiring assets, loans, lines of credit, or equipment for their business. These business owners look forward to the detailed monthly reports, so they can get a good pulse on their income, profits, and expenses. Being able to see account balances, asset values, and loan balances provides a comprehensive picture of the small business’s finances.

Basic

The Basic Bookkeeping Service package is for solopreneurs and small businesses that need basic bookkeeping assistance. They might only be a year or two into running their business, have a low volume of transactions, or just need accurate records for tax returns. Despite being small in size or simple in their needs, monthly bookkeeping records will enhance their capability to spend money wisely while growing their business to the next level.