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Benefits of

Bookkeeping Services

A key element in starting and growing any business is bookkeeping. It is what differentiates a hobby from a business. The insight derived from bookkeeping and accounting helps business owners make profitable decisions in order to grow.

Avoid Penalties & Inaccurate Data

Our professional bookkeeping services will help your small business produce useful, accurate financial records on a monthly basis.​

Small Business Bookkeeping Services

We help small businesses of all shapes and sizes with their accounting.

 

Assets

An asset is anything of value that can be converted into cash or income. Examples of business assets are cash, accounts receivable, inventory or equipment. Assets are found on your company’s balance sheet and listed first.

Liabilities

Liabilities are amounts owed. Liabilities can either be short-term (due within 12 months) or long-term (due beyond 12 months). Interest is usually assessed on all liabilities which should also be recorded in the books. This includes accounts payable, credit card debt, loans, etc. Liabilities are found under the assets on the balance sheet

Revenue

Revenue is income earned through the sale of products or services. Revenue is listed first on the profit and loss statement. Every business must have revenue to succeed.

Compliance

Most business services are not proactive about saving business owners in taxes. To do this, a small business CFO would need think ahead and effectively tax plan. Our CFO service include keeping your business compliant and saving you the most on taxes.

Expenses

Expenses are costs incurred. Expenses are necessary to run a business. However, it should be monitored closely. Business expenses are found under revenue on the profit and loss statement.

Financial Statements

Financial statements are records of the financial activities of a business. This information is relevant and impactful to business owners. Financials are structured as an easy-to-understand way to help you make great business decisions.

Bookkeeping Process

1. MEET WTIH JENNIFER

We will conduct an initial consultation to assess your accounting situation and plan accordingly.

2. DATA ENTRY

We will connect your financial accounts to your bookkeeping software or accounting software such as QuickBooks, Xero, and Freshbooks.

3. RECONCILIATION

We will then reconcile your account for accuracy.

4. REVIEW

We will review the books after the bookkeeper’s reconciliation to double check the figures.

5. REPORTING

Lastly, we will now prepare your financial statements including the cash flow statement, balance sheet and profit and loss statement.

choose the perfect plan

FOUNDATION CFO

Recommended Annual Revenue Minimum: $300k

$995/mo

SIGNATURE CFO

Recommended Annual Revenue Minimum: $1M

$1995/mo

FRACTIONAL CFO

Recommended Annual Revenue Minimum: $2.5M

$4995/mo

*Note that all CFO Services are subject to a set-up fee at the time of contract initiation. Please see Learn More for additional details.

Frequently asked questions

Our bookkeeping services integrate with the major small business bookkeeping software. This includes QuickBooks, Xero, and Freshbooks. If your small business uses a different software, contact us and we can confirm if we support your software with our bookkeeping services.

Our pricing for bookkeeping services are customized to the needs of our clients. A general range for starting prices are $250-$700/month. This price may increase based on the number of bank accounts, transactions, and additional services that may need to be performed on your account. Contact us to get a custom quote today.