Bookkeeping

Bookkeeping services are offered at varying levels to cater to the specific needs of businesses, from small startups to large corporations. These services typically include:

1. Accounts Payable and Receivable: Comprehensive management of both incoming and outgoing payments, ensuring timely invoicing, tracking, and payment processing. This includes monitoring accounts due from clients and overseeing vendor payments.

2. Record Keeping: Meticulous organization and maintenance of financial records, including daily transactions, receipts, and other financial documents, to ensure accuracy and easy retrieval for audits or tax filings.

3. Financial Reconciliations: Regular reconciling of bank accounts and credit card statements to ensure that financial records match the actual amounts in these accounts. This helps identify discrepancies and ensures a business's books are accurate.

4. Receipts Management and Organization: Efficient sorting and tracking of receipts, often including digitalization and categorization, to simplify expense tracking and reporting for tax purposes and budgeting.

5. 1099 and W9 Compliance: Preparation and filing of 1099 forms for independent contractors and W9 compliance for businesses to ensure all required tax documentation is accurate and filed according to IRS guidelines.

These services can be tailored to the needs of the client, ranging from basic record keeping to full-service bookkeeping for more complex financial requirements. Whether it's a monthly review or daily financial tracking, businesses can select the level of support that fits their operational and regulatory needs.

Our bookkeeping service offers each client a dedicated, experienced bookkeeper who becomes a trusted partner in managing your finances. By assigning a specific bookkeeper to your account, we ensure personalized, consistent, and proactive support tailored to your unique business needs. Your dedicated bookkeeper will handle all aspects of your financial records—from tracking expenses and revenues to reconciling accounts and generating detailed reports—giving you a clear and accurate picture of your financial health. This one-on-one approach allows for deeper insights, faster responses to your questions, and a level of attention that off-the-shelf services simply can't match. With your bookkeeper focused solely on your account, you can rest easy knowing your finances are in expert hands, allowing you to focus on growing and running your business.

​Our bookkeeping service offers flexible access to clients and their representatives, allowing them to review financial records through our secure bookkeeping software. Clients can request personalized access, tailored to their specific needs, ensuring they have the ability to view, edit, or manage particular sections of their financial data. Whether for personal review or collaboration with a financial advisor, our service provides customizable access levels to ensure complete control and transparency.

Our bookkeeping business prioritizes the security of our clients' sensitive financial data by implementing state-of-the-art security measures. We utilize advanced encryption technologies to protect all data both in transit and at rest, ensuring that any financial information is securely stored and transferred. Our systems are regularly updated with the latest security patches to protect against emerging threats. Additionally, we employ multi-factor authentication (MFA) for all user accounts to enhance access control and prevent unauthorized access. Our team undergoes continuous cybersecurity training to recognize and respond to potential security breaches. We also conduct routine security audits to ensure compliance with industry standards and regulations, providing our clients with peace of mind that their financial information is safe and secure.