Services Offered
At Checking-the-Books, we understand that one size does not fit all. We offer customized bookkeeping and payroll solutions designed specifically for your business, all at a predictable flat monthly rate so you can budget with confidence and no surprises.
We’ll meet to discuss the type of business and accounting system you have, I’ll start or take over a QuickBooks file or other accounting tool, and I’ll organize and input existing transactions to current date.
Our ongoing bookkeeping service is designed to give you clarity and confidence in your business's financial health, freeing you up to focus on growth.
As part of this monthly service, we will provide:
Monthly Financial Reporting: At the end of each month, you will receive a concise, easy-to-read financial statement via email, giving you a clear snapshot of your performance and position.
Accurate Transaction Management: We will securely download, review, and categorize all your company's monthly transactions using the appropriate accounting platform (e.g., QuickBooks, Zoho, etc.).
Financial Correspondence & Review: We'll schedule monthly correspondence to discuss your current financial status, review key metrics, and address any questions you may have about your cash flow or profitability.
Accountant Liaison: We serve as your dedicated financial liaison, working directly with your accountant throughout the year to ensure a smooth, stress-free tax season and providing them with all necessary reports and documentation.
Accountant Liaison: We serve as your dedicated financial liaison, working directly with your accountant throughout the year to ensure a smooth, stress-free tax season and providing them with all necessary reports and documentation.
If your books are behind, disorganized, or simply inaccurate, it compromises every business decision you make. We fix that. We perform a comprehensive historical clean-up, reviewing and reconciling your past records to create a foundation of perfect accuracy and consistency. This crucial service ensures your current accounting and future tax preparations start from a strong, dependable position.
Beyond core bookkeeping, we offer customizable add-on services like payroll processing, invoicing, bill pay, income categorization, multiple locations, budgeting, and projections to fully support your operations. We will tailor a package with a transparent flat monthly rate that perfectly fits your business needs.
These include legal business advice, tax preparation, manual payroll, or on-site bookkeeping
