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BOOKKEEPING & ACCOUNTING SERVICES

What's the difference?

BOOKKEEPING - IS A TRANSACTIONAL AND ADMINISTRATIVE ROLE THAT HANDLES THE DAY-TO-DAY TASKS OF ENTERING CORE BUSINESS FINANCIAL TRANSACTIONS, OFTEN INCLUDING PURCHASES, RECEIPTS, SALES, INVENTORY AND PAYMENTS.

 

A BOOKKEEPER CAN HAVE AS LITTLE AS 6 MONHTS EXPERIENCE TO BE PROFICENT.  MOST BOOKKEEPRS HAVE BETWEEN 1 TO 3 YEARS EXPERIENCE.

ACCOUNTING - IS A MORE SUBJECTIVE PROCESS THAT INVOLVES THE RECORDINGS TO THE GENERAL LEDGER ALONG WITH INTERPRETING, CLASSIFYING, ANALYZING, SUMMARIZING, REPORTING AND CERTIFICATION OF FINANCIAL DATA. ACCOUNTANTS FOLLOW THE US ACCOUNTING PRINCIPLES REFERRED TO AS GAAP (GENERALLY ACCEPTED ACCOUNTING PRINCIPLES).  ACCOUNTANTS ANALYZE AND INTERPRET FINANCIAL DATA AND CREATE REPORTS ON THE FINANCIAL CONDITION AND PERFORMACE OF THE COMPANY. 

 

ACCOUNTANTS NEED AT LEAST 2 YEARS OF EXPERIENCE TO BE PROFICIENT.  MOST ACCOUNTANTS WILL HAVE BETWEEN 2 TO 6 YEARS OF EXPERIENCE.

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SCALABLE BOOKKEEPING & ACCOUNTING SERVICES COME IN THREE FUNCTIONAL LEVELS THAT CAN BE PURCHASED SEPARATELY OR COMBINED FOR A COMPLETE COMPANY FINANCIAL PACKAGE.

CUSTOMIZED REPORTING OFFERS A GREAT DEAL OF VALUE TO GETTING THOSE TIME CONSUMING TASKS UNDER CONTROL AS WELL AS UNDERSTANDING YOUR BUSINESS AND FINANCIAL FUTURE.  

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BASIC

TRANSACTIONAL BOOKKEEPING

Accounts Payable, Accounts Receivable and Cash Entries.
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FULL CYCLE

BOOKKEEPING

Month and Year end bank, credit card and sales reconciliations.
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 ACCOUNTING ANALYSIS AND REVIEW

Analysis & Review of transactional accounting with Full Balance Sheet and Profit & Loss Reporting.

No matter, which level you choose, we make it easy!

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nable – If you already have an existing QuickBooks software set-up you will enable us to view the file. If you don’t we can start one for you. Our on-boarding process will help you determine which accounting software will work best for your business.

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cquaint – a brief phone call will help us get to know more about your business and  needs.

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et Up – we'll walk you though providing our bookkeeping team with view only access to all relevant financial accounts such as checking, savings, credit cards, loans, etc. Our company policy does not allow our bookkeeping team access to your funds, so if your bank or financial institution does not allow view only access, you will need to provide us with paper statements to work from.

ou Relax – We’ll get to work doing what we do best and you can get back to doing what you do best, running your business. Like magic, your financials will show up in your inbox each month and tax time will be breeze, with our year-end reporting for your tax accountant. And if you ever have any questions we’re always here to talk. We'll take it from here!

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WE HELP CLOSE THE LOOP ON GAPS IN YOUR MONTHLY FINANCIALS.  

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You receive payments and write checks each month but never seem to find the time to enter them.....and you find your anxiety building as each month that ticks by and you get closer to year?

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You do a good job of getting most transactions entered into QuickBooks but each month you don't fully reconcile and every once in a while something gets missed and you overdraw in your checking account or bounce a check?

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You know your business makes a good profit to support a loan but you're never really organized with accurate financials to be able to present them to a bank and secure the loan or funding you need to grow your business?  

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Your loan officer, line of credit or oversite board asks you questions about gaps in your financials and why some months look so off financially but you can't fully explain why?

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Your best customer keeps asking for a statement?

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You know in your gut some of the products or services you offer are not making you any money and are likely wasting time you could be spending on more profitable ones.  But you don't have an organized and consistent way to see what your net profit is on each segment of products you sell or services your provide?

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Something seems off in your financials and you feel like there should be a higher profit or more cash in the bank?

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Do you know you need help, but you want to clean things up in your books before handing it over to someone else? 

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Do questions similar to these keep you up at night?  Does the strain leave you feeling drained of energy to tackle your business tasks with enthusiasm?  Is the stress beginning to affect your mental and physical health?  Let us help get the strain of maintaining your company's financial records off your plate, so you can run your business and get your life back!  

Outsourcing your non-core business functions enables you to:

  • Focus your efforts on your core business activities

  • Improve the quality of your accounting and bookkeeping function

  • Leverage best in class cloud technology, which you can access anytime, anywhere

  • Receive timely financial management reports

  • Gain access to a broad range of knowledge and expertise

  • Work with a dedicated and professional team

  • Benefit from our deep QuickBooks expertise

  • Avoid the need to hire and supervise in-house accounting staff

  • Maintain consistency regardless of employee turnover

  • Reduce the cost of salary, fringe benefits, recruiting and training

WE CAN START TODAY! 

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WE'LL MEET YOU WHERE YOU'RE AT. 

WE'VE SEEN IT ALL AND FIXED IT ALL. 

THIS IS WHAT WE DO.  

 

GIVE US A CALL TODAY AND SLEEP BETTER TONIGHT. 

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