Monthly Bookkeeping Services

Bookkeeping Services

Monthly Bookkeeping Services

Monthly bookkeeping services keep your books organized, accurate, and tax-ready year-round.

Our monthly services include the following:

• Transaction Capturing and Categorizing:
  Every transaction is matched to your bank feeds and properly categorized. Track them as they happen to keep your books up to date.
• Bank and Credit Card Reconciliation:
  Identify any deposits that haven’t been made, checks that haven’t cleared, and unauthorized transactions.
• Asset and Liability Reconciliation:
  Ensure depreciation, payments, and interest are recorded properly.
• Accounts Payable:
  Track and pay vendor and contractor bills. Collect W-9’s. Process 1099’s.
• Accounts Receivable:
  Track invoices to customers and incoming payments. Record deposits.
• Sales Tax:
  Calculate and remit sales tax to governing authorities.
• Financial Statements:
  Lets you, the business owner, know what is owned, owed, earned, and spent.
• Income Statement:
  Track revenue and expenses. Determine what areas of your business are over or under budget. Identify categories with unexpected expenditures.
• Balance Sheet:
  See a snapshot of your business at a specific point in time. Help identify trends in receivables and payables.
• And more

Are Your Books Ready for the Next Tax Season?
How we help with Tax Preparation