Bookkeeping Check-In

If I asked you right now how up to date and correct your books are, what would you say?

Are they up to date within the last quarter? Do you trust the bottom line Net Income of your Profit & Loss report?

If you hesitated for even a second, read on.

Bookkeeping has a funny way of becoming confusing and falling behind easily, doesn’t it?

One day it is the first day of the new month, the next day you realize you haven’t looked at your accounting software in months.

This then gets added to your urgent task list, and if you are like many business owners, that task gets replaced by something more urgent and your books get a little more behind.

Ugh. We get it.

And if you are in the camp of businesses that are current on their bookkeeping, there are new issues that come up. How can you be sure that things are being booked correctly and your financial reports are correct? Sometimes the problem is you are just not sure what you might be missing.

Most business owners try their best to keep their books up to date on their own, or with the help of an internal person who also has a dozen other duties. These are perfectly acceptable ways to do things, by the way! As long as it is getting done, that is what counts.

We want you to know these are all very normal, and very usual items for us to hear about from business owners.

But we also want you to know your books don't have to be completely your responsibility or a source of stress.

We help our clients in these situations in a variety of ways. Most good bookkeepers can do this, as well as most good CPAs who dig into the transaction weeds.

Diagnostic Books Review

One thing we do to help answer these burning questions is a Diagnostic Service. We can deep dive into your books and review how your transactions are being categorized, if your assets and loans are correctly stated on your Balance Sheet, how often and well your bank accounts are reconciled, and how you can fix any issues we see.

This is a standalone service we offer, and we will help anyone with this service. Because not every business needs our ongoing support, and we want to help them too.

Troubleshooting Calls

Another service we offer is the one-off questions help. If you or your team gets stuck on a question or encounters something new and are unsure how to handle it, we can help. We can help you understand your financial reports or how to operate the software’s newest update. It is as easy as booking a time, asking the questions, and going on your merry way.

Catch-Up Bookkeeping Services

Something we frequently encounter are businesses who may have fallen quite a bit behind on doing their bookkeeping. Tax time rolls around each year, they need financials to present for their lenders, and eventually the financials are needed from a management perspective to grow the business. We can help here too.

We have helped businesses get their books up to date from more than 5 years ago, and truth be told, we love it.

I will say, that having questions or maybe needing a bit of help in your books can be a source of frustration, embarrassment, or stress for business owners. It does not have to be that way.

I want you to have support and help, and whether you work with us or another firm, we are cheering you on for your business success. We are huge supporters of small businesses, without them our communities and families would not thrive. So, from us to you, we are here if you need our help, and you got this!