Bookkeeping Services
Bookkeeping doesn’t have to be frustrating. In fact, it can be quite easy with the right tools and people in place. At Profit Bookkeeping, we want to keep your life simple and empower you with the financial tools to succeed. Not only can we get your financials in order, but we can also help you keep up with all of your accounting needs digitally. If you partner with Profit Bookkeeping you can have your entire bookkeeping done by us with monthly reports on the status of your business and if you are meeting financial forecasts.
In addition, we also offer training on learning QuickBooks. You won’t take on the challenge of learning new skills alone. Instead, you’ll be guided by an expert EA in QuickBooks and other accounting software. We are available anytime for your personal needs and can help you by remote accessing your computer to help with your bookkeeping.
Stage One
Monthly Bookkeeping Services
When starting with Profit Bookkeeping, we will first diagnose and assess the problems you are having with your accounting software. We need to know how this specific software is helping you and if you need to change to something else. This is dependent upon the client. However, most opt for accounting software known as QuickBooks. We’ll also take into account other factors such as:
- The status of your books and what is holding you back.
- Charting instruments and software.
- Are you balancing your books?
- Do you have a clear and legible record of incoming and outgoing transactions?
- Do you have listings for all of your clients and when they are being billed?
- Are you taking assets into account? Specifically, how will assets affect your taxes?
- Payroll: how it’s conducted and how it can be approved.
- What financial projections look like for your business.
- How to give you peace of mind and make your business functionally work better.
Stage Two
Meeting and Game Plan for Your Business
In this step, we will meet in person or over video conference. We will talk about the assessment that was made. We will go over:
- How you can improve.
- Accounting software (whether your current selection is working or if you need a new one)
- Payroll services
- Tracking expenses
- Monthly accounting
- Quarterly accounting
- Time Tracking and Receipt Tracking
- Making sure your financials are audit-ready.
- Establish who we will contact for documentation and establish a protocol for you.
With these factors, we will come up with a game plan and accounting practices that will help you succeed and take more control of your financials.
Stage Three
Introducing Accounting Software and On-Going Integration
Profit Bookkeeping will set up your accounting software such as QuickBooks. Then our EA will help you integrate Quickbooks into your business, and help you with your bookkeeping needs. We will continually work with you and your accounting software to reach your goals. Whether we do your accounting for you or set up your accounting tools, we can help you reach accounting goals like:
- Automating payroll.
- Having your financials ready for tax season and audits.
- Getting ready to take out a business loan.
- Peace of mind about your financials and the status of your business.
Not only will your business become easier to manage, but you can focus on the things that you really enjoy about your business. It takes the stress out of financials and gets you focused on finding new areas of growth for your business. Profit Bookkeeping knows that every business is different and on-going support is needed. When you let Profit Bookkeeping manage your financials you’ll never be left in the dark about how your business is doing and where it can improve.
