Affordable Bookkeeping Services
Monthly Bookkeeping using Quickbooks Online
Monthly Bookkeeping
Simple Package for Small Business
- Record Revenue
- Record Expenses
- Reconcile accounts
- Enter Monthly payroll into QuickBooks
- Address overdue payments
- Complete month-end close
- Prepare Monthly Income Statement and Balance Sheet
Email support with a monthly scheduled meeting.
Weekly Bookkeeping
More Robust Small Business Bookkeeping
- Record all financial transactions, including sales, purchases, receipts, and payments. Categorize transactions appropriately within the chart of accounts.
- Reconcile bank and credit card statements to ensure all transactions are accounted for and accurate.
- Monitor and manage customer invoices and payments. Follow up on overdue accounts and maintain an aging report.
- Track bills and payments to vendors. Schedule and process payments while ensuring timely disbursements
- Process payroll and maintain accurate payroll records.
- Prepare monthly financial statements, including Profit & Loss and Balance Sheet.
Regularly communicate with clients to provide updates and address concerns via phone, email, and text.
QuickBooks Clean up
Need to get your books on track?
Initial Assessment:
Review current QuickBooks files for accuracy and completeness. Identify discrepancies in accounts, transactions, and reports.
Organizing Chart of Accounts:
Review and streamline the chart of accounts. Merge duplicate accounts and remove unnecessary ones.
Transaction Review:
Examine transactions for accuracy (e.g., dates, amounts, categories). Correct misclassified transactions and make sure that they're correctly organized.
Reconcile Accounts:
Reconcile bank and credit card statements to ensure they match QuickBooks records.
Review A/R and A/P:
Address any discrepancies found during reconciliation.
Adjusting Entries:
Make the necessary journal entries for any errors or omissions found during the review process.
Financial Reporting:
Generate financial statements (Profit & Loss, Balance Sheet) to assess the business's financial health.
Payroll Services
Outsourcing payroll processing can offer several advantages:
Expertise and Compliance: Payroll software can help you stay updated on the latest tax laws and regulations.
Time-saving: Payroll processing can be time-consuming, especially for small businesses with limited resources. Outsourcing payroll allows business owners to focus on core activities like growing the business, serving customers, and improving operations rather than spending time on administrative tasks.
Cost-effectiveness: While outsourcing payroll incurs a fee, it can be cost-effective compared to hiring dedicated payroll staff.
Security: Payroll software employs robust security measures to protect sensitive payroll data, such as employee information and financial records, from unauthorized access, fraud, and data breaches. They invest in secure systems and technologies to safeguard data integrity and confidentiality.
Scalability: Outsourced payroll with the right software can easily scale with your business as it grows or experiences fluctuations in staffing levels. Whether you have a few employees or hundreds, payroll service providers can accommodate your needs without significant adjustments or infrastructure investments.
Access to Advanced Features: Many payroll software offers advanced features and tools, such as direct deposit, employee self-service portals, mobile apps, and customized reporting options, which may not be available or cost-effective to implement in-house.
Reliability and Continuity: Outsourcing payroll ensures continuity and reliability in payroll processing, even during staff turnover, vacations, or other disruptions.
Superior and Precise Bookkeeping Solutions
We are more than just a Virtual bookkeeper solution
You'll access a dedicated team of trusted professionals ready to advise and assist you across various facets of your business. Unlike typical external bookkeeping services, we go above and beyond, saving you time and money while ensuring your peace of mind. Rest assured, your business and financial records are meticulously maintained and accurately documented.
To Get In Touch
Call Us Today at 315.366.1946 or write us at: info@cooperbookkeeping.com
Testimonials
Real results from business owners just like you