Helping you stay financially organized and informed
Bookkeeping Services
I will design a service package customized for your specific situation and needs. Below is a summary of my services.
1
Ongoing Bookkeeping
Keeping your records organized
and up to date.
- Record and categorize transactions to keep your records updated
- Reconcile bank/credit card accounts to make sure your records are accurate
- Quickbooks Online subscription so your data is secure and accessible anywhere
2
Financial Statements
Monthly reports empowering you to make informed financial decisions.
- Income Statement, Cash Flow Statement, and Balance Sheet delivered every month
- Discuss the Cash Flow Statement so you understand where your money is coming and going
- Discuss the Income Statement so you know exactly how much you’re making and spending
3
Catch-Up/Clean-Up
Don't worry if your financial records are messy or incomplete.
- Review and modify your accounting system to ensure it fits your needs
- Missing transactions will be added to your records
- Accounts will be adjusted to match bank statements, loan documents, etc.
Monthly fees depend on your specific situation and needs. The minimum fee for monthly services is $300.
Ready to save time and avoid stress on bookkeeping?
Get in touch
david@timetoprofit-bookkeeping.com
(510) 870-8271
San Francisco, California