Services

What Does Bookkeeping Include?

  • Data Entry

    Record transactions on a routine basis to provide up-to-date information.

  • Reconciliations

    Monthly account reconciliations to ensure financial data is current.

  • Accounts Payable

    On-time vendor payments that create reliable relationships.

  • Accounts Receivable

    Invoicing and reporting for cash-flow efficiency.

  • Financial Reports

    Reporting that provides an at-a-glance summary of your operations.

  • Sales Tax Filing

    Tracking and filing for Florida sales tax completed monthly.

  • 1099 Processing

    Optional tracking and filing for subcontractors annually.

  • Tax Help

    Available to your CPA during tax season to answer questions.

Why Do I Need a Bookkeeper?

  • You’re making money but you’re not sure where it’s going.

  • You don’t understand or don’t have time for bookkeeping.

  • You want to be taking a regular paycheck but can’t figure out the financials to do so.

  • You dread going into tax season/seeing your CPA.

  • You want to make better educated business decisions to expand or manage growth.

FAQ

  • No. We’ll schedule a phone call to discuss your business and the current state of your books, and decide what a good fit for your situation may be.

  • Not a problem. We can discuss an account cleanup to get your financials organized and back on track.

  • This is the best time to work with an accounting specialist. Organizing your financial data correctly from the beginning will give your business the best chance at success and profitability in Year 1 and beyond.

  • Quickbooks Online is the most accessible platform with seamless communication between business owner and bookkeeper. If you already use a different platform we can build a service based on what you have.

  • Yes. Depending upon your contract, you will receive company reports via email with a snapshot of company health, a Profit and Loss statement, Balance Sheet, and any other supporting documents pertinent to your specific business.

  • No, your CPA does. Bookkeeping ensures all of your financial data is correctly entered, organized, and up to date. It means everything is ready come tax season and you aren’t paying the higher hourly cost of a CPA to manage the small details that a bookkeeper can do for less.

“It all began with an idea. You launched a business. You turned a hobby into something more. Or maybe you are sharing a creative project with the world. Whatever it is, your financial health can make all the difference.”

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