If you’re looking for help with invoicing, paying bills, and reconciling statements—or if you’d just like another set of eyes to double-check financial statements and accounts—come see us. Our business bookkeeping services are tailored to meet your needs.
Many of our clients are small businesses that pay their own bills and directly invoice their customers. They use us to come behind them, reconcile their bank accounts and credit cards to make sure nothing is missing and to check their work to ensure everything is correctly coded.
In other cases, our clients have their own bookkeeping/data entry staff. In addition to our check-behind services, we provide them with a second set of eyes on their books for fraud prevention.
For some of our clients, we act as their office staff. Their mail comes to us; we do their invoicing and pay bills (by check or e-pay); and their customers and vendors call us with administrative issues. We also reconcile their bank and credit card accounts, and regularly review their financial statements.
In order to protect our client’s financial interests, we do not sign checks, nor do we keep check signature stamps in our office. For those clients wanting us to take charge of paying their bills, we have partnered up with Bill.com. This is a subscription service that allows us to do all the work of posting and paying bills but allows the client to review and approve payments before they are issued. This service is particularly nice for busy entrepreneurs because they can log into Bill.com’s secure website from anywhere to view and approve payments.
We are Certified Bookkeepers through the American Institute of Professional Bookkeepers (AIPB) or the National Association of Certified Public Bookkeepers (NACPB). To obtain this certification, we had to pass a national bookkeeping test, have at least 3,000 hours of on-the-job experience, and sign a code of ethics. To maintain this certification, we must earn 20-24 hours of continuing education credits each year.
Best of all, we save on taxes for our clients. We do this by making sure the client’s books are error free. Some of the common mistakes we see are counting income twice (both at the invoice and the deposit level) and overlooking deductions. Helping our clients avoid these and other errors often saves enough on taxes to cover the cost of our bookkeeping services.