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Monthly Bookkeeping

Monthly bookkeeping is the key to keeping your financial records in order. It shows you where your business is profitable and highlights any potential issues that may need to be addressed. With this information available monthly, you can respond quickly and make informed decisions for your business. Reviewing your finances quarterly or annually limits your response time, potentially causing you to miss out on profits throughout the year.  The following are some great reasons for monthly bookkeeping:

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  • Enhanced Financial Analysis and Decision Making:  Regular bookkeeping enables businesses to generate financial reports that provide insightful snapshots of their financial health.

  • Better Budgeting:  Accurate financial records enable businesses to plan and budget effectively.

  • Streamlined Tax Filing 

  • Improved Cash Flow Management

  • Facilitates Audit Compliance

 

I'm here to help you keep your finances organized and accurate, allowing you to focus on overseeing the daily operations of your business. I provide comprehensive solutions tailored to your needs, ensuring timely reporting and insights, so you can make informed business decisions. Let me take the hassle out of bookkeeping so your business can thrive!

Monthly Bookkeeping

Clean Up & Catch Up

Being behind or needing to catch up with your financial books can have consequences for your business, such as:

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  • Incorrect financial information:  When your bookkeeping is behind, your financial reports can be inaccurate. This could lead to poor financial decisions or missed opportunities to capitalize on.

  • Missed payments:  If you aren’t tracking bills and invoices, you could overlook important due dates. This could result in late fees or damage to your credit score.

  • Legal issues:  In severe cases, falling behind on your bookkeeping could lead to legal action.

  • Tax issues:  Most often, neglecting your bookkeeping makes paying taxes extremely difficult. You could easily underreport or overreport your expenses and income, which could result in audits, fines, or possible legal action.

 

I'll clean up your financial books, fix any mistakes, and prepare them for tax season or monthly bookkeeping. I'll also catch up on any months or years that need attention. This will save you valuable time and resources, allowing you to focus on running your business.

Clean-Up & Catch-Up

Payroll Services

Looking for reliable payroll services?  I'm dedicated to ensuring accurate and timely payroll processing, enabling you to focus on what matters—running your business.  The following are a few of the payroll services I can provide to save you time:

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  • Process payroll in QuickBooks Online Payroll

  • Sync a 3rd party payroll service and process payroll in QuickBooks Online

  • Manually enter payroll into QuickBooks Online (Least efficient, more costly)

  • Assist you in setting up QuickBooks Online Payroll

  • Inputting employee information into QuickBooks Online Payroll

  • Managing employee information in QuickBooks Online Payroll

  • Run payroll taxes

  • Generate many different payroll reports catered to what you want to see

  • Much more depending on your business needs  

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Let me handle the complexities of payroll, compliance, and reporting, providing you with peace of mind and more time to oversee your operations. Contact Birdsall Bookkeeping today to learn how I can support your payroll needs.

Payroll Services
Reconciliations
Reconciliations

Efficient reconciliations is crucial for maintaining the well-being of your business. At Birdsall Bookkeeping, I offer meticulous bank reconciliation services to ensure that your accounts are balanced and error-free, maximizing your profits.  These monthly reconciliations include:

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  • Checking accounts

  • Savings accounts

  • Credit card accounts

  • Loans payable accounts

  • Notes payable accounts

  • Checking over other transactions as needed

 

Bank reconciliation is vital for the integrity of financial records and the overall financial health of a business. Errors in bank reconciliation can significantly impact your business’s profitability, I will ensure you won't have to worry about this.

Financial Reports

Your personalized financial reports are designed to meet your unique business needs and goals. By analyzing your financial data, I provide insights that help you make informed business decisions for your future. Whether you're a small or medium-sized business, these tailored reports will help you clearly understand your financial position.  The following are just a few of the reports and dashboards available:

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  • Balance Sheet 

  • Profit & Loss 

  • Statement of Cash Flows

  • Accounts Receivable Aging Detail

  • Accounts Payable Aging Detail

  • Cash Flow Trends

  • Sales

  • Invoices

  • Many more depending on your business needs.​

 

Experience the transformative impact of my tailored reporting services, meticulously designed to meet the unique needs and goals of your business. With my personalized approach, I ensure that every detail is crafted with your success in mind, providing you with insights that drive informed decisions and foster growth. Discover how my customized reporting solutions can make a significant difference in the way you manage and understand your business operations.​

Accounts Receivable & Accounts Payable

Accounts receivable and accounts payable services are essential for maintaining a healthy cash flow in your business. Positives for keeping caught up on your A/R and A/P accounts include:

​A/R

  • Improved Cash Flow: Efficient management of A/R ensures timely collection of payments, leading to better cash flow for your business.

  • Customer Relationships: Maintaining accurate and timely invoicing can enhance your customer satisfaction and strengthen your relationship.

  • Sales Growth: Effective A/R strategies can support sales growth by offering flexible payment terms to your customers.

  • Reduced Bad Debts: Regular follow-up and monitoring of receivables can help you minimize the risk of bad debts.

  • Financial Planning: Accurate A/R records provide valuable data for forecasting future cash inflows and financial planning for your business.

A/P

  • Vendor Relationships: Timely payments to your suppliers can improve relationships and potentially lead to better terms and discounts.

  • Cost Control: Efficient A/P management helps in avoiding late fees and taking advantage of early payment discounts.

  • Cash Flow Management: Proper A/P practices ensure that you have a clear picture of your business's outgoing cash flows, aiding in overall financial management.

  • Creditworthiness: Consistently paying bills on time can enhance your business’s credit rating and reputation with creditors.

  • Operational Efficiency: Streamlined A/P processes reduce administrative burdens and improve the overall efficiency of your financial operations.

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I can manage your invoicing and payment processes, ensuring timely collections and payments. With this streamlined approach, you can focus on your business needs while I take care of your financial transactions. Trust Birdsall Bookkeeping to your accounts for better financial performance!

Accounts Receivable & Accounts Payable
Financial Reports

Data Analysis

With the financial reports and dashboards, I can help you analyze various financial trends and insights for your business.  Some examples include:

  • Sales Trends​​​

    • Identify patterns in your sales data to understand which products or services are performing well, or not performing well, giving you the ability to make timely adjustments.​

  • Customer Insights

    • Analyze customer data to understand their behavior, preferences, and purchasing habits.​

  • Performance Metrics

    • Set up key performance indicators (KPIs) to track your business's performance over time.​

  • More

    • There's many more metrics that can be set up depending on your business needs and what you want to see or analyze.​

Data Analysis

Set-Up & Training

As a Certified QuickBooks ProAdvisor, I can help you get set up and provide any personalized training you may need for your business. We can review the various options available through QuickBooks. Additionally, we can explore the ins and outs of QuickBooks Online so you can be confident that the financial data being entered is correct, understand how to interpret what you are seeing, and trust the data to make the most informed decisions for your business needs.

Free Phone Consultations

At Birdsall Bookkeeping, I provide free phone consultations to address your specific financial needs. During the consultation, we will discuss the following and more:

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  • Insights into your business

  • Your business goals

  • What are your business's pain points

  • What are your bookkeeping needs

  • What are the best options available to you in QuickBooks Online

  • Questions either of us may have

  • And other relevant topics  

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​I don't believe in using pressure tactics, as I would much rather make individual connections, ensure both parties are a good fit for each other, and offer you guidance and recommendations.  My goal is to empower you with the information you need to make the best-informed decisions for your business. I look forward to hearing from you and having the opportunity to earn your business!

Free Phone Consultation
Set-Up & Training
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