Bookkeeping & Accounting Services
Bookkeeping Services
If having accurate, timely books is important to you, but it takes you away from the important activities of running and growing your business, you’re in the right place. Or maybe you’re tired of turnover, unreliable staff, and other frustrations of managing it yourself.
Our Bookkeeping services are tailored to your needs and may include:
Recording transactions, documents & receipts
Processing bills & scheduling payments
Invoicing customers & managing receivables
Reconciling bank and credit card accounts
Managing your chart of accounts, categories, and products & services
Customized weekly business snapshot delivered proactively to your email
We base our value-added services on what you need for your phase of business growth, the complexity of your business, and other variables. We would welcome a conversation to see if we are a fit for your business — if you are, we can give you customized cost options.
+ Accounting
Perhaps you need more sophisticated and in-depth accounting and reporting. That is where our Accounting services come in. In addition to your bookkeeping services, you gain:
Upgraded workflows
Payroll payment processing
Month-end accruals & adjustments
Balance sheet reconciliation
Key Performance Indicators (KPIs) and analytics
Once again, these services are tailored to you and your business.
+ Controlling
As your business grows, so does your team and the need for good controls to keep things running smoothly and ensure appropriate checks and balances are in place to minimize risk to the business.
You’re ready for a Controller. In addition to your bookkeeping and accounting services, you gain:
Weekly cashflow reports
Weekly management meetings
Quarterly business reviews
Enhanced monthly reports
Budgeting and forecasting
Tracking of value drivers
Custom dashboard
As always, these services are tailored to you and your business.
Access to CFO Services
Often a business owner will get to the point where to move to the next level, they need financial guidance from an experienced CFO. But it is not always practical or cost-effective to hire a full-time CFO. If this is you, we recommend you speak to our founder, Michael Still, about how he can help you as a partner of B2B CFO®.