Bookkeeping services are based on client needs. Many start up or small businesses do not have the cash flow to allow them to hire a full time employee for bookkeeping purposes, but still need to know where they are financially on a regular basis. Other clients may have a staff member that does the basic bookkeeping, but may need oversight for that person to ensure they are reporting items correctly and completely. Offered on a weekly, monthly, or quarterly basis, bookkeeping services can be provided based on what works best for your business.
Some example of bookkeeping services include: reconciling bank accounts, credit card accounts, and loan accounts as well as entering accounts payable or receivable. Because of our experience with tax preparation and financial statement preparation as well as our combined accounting background, you are receiving a high quality service at a reduced rate because it allows us to see your books on a regular basis. This means we can help you through difficult transactions as they arise or make you aware of tax implications of certain transactions as they occur.
Also, by being involved with your company at that level, we are able to help you create a budget for future cash flows. These services create a unique solution for many small business owners to get the advice of a chief financial officer (CFO) without incurring the annual cost of a CFO.
Both Robin and Kimberly are QuickBooks certified.