SERVICES | Gilbert Bookkeeping

Our Services

Imagine a world where you have more money, more time, and more freedom.

I have a true passion for providing small business owners with the financial information that they need to grow their business and maximize their profitability. I want to give you back your time! I want you to understand your business numbers and teach you to use that data to run your business better.

Bookkeeping

Ongoing bookkeeping services designed to keep your financial records accurate, organized, and compliant.

Includes:

Transaction categorization in QuickBooks Online
Monthly bank and credit card reconciliations
Monthly Profit & Loss and Balance Sheet preparation
Ongoing bookkeeping support via phone, email, or Zoom

Clean-uP,

catch-up OR

SET-UP

Behind of your books? We can help! We can get you all caught up!

From Chaos to Clarity - Without the Judgment. We clean up messy, behind, or error-filled QuickBooks Online files so you can finally breathe again, with clear, reliable financials you can trust.

Advisory

More information coming soon!

BOOKKEEPING
aka, the basics

Ongoing bookkeeping services designed to keep your financial records accurate, organized, and compliant. Giving you the best financial information to run your business.

BANK RECONCILIATIONS

Reconciling your business checking account each month allows us to keep your bank account up-to-date.

Having us reconcile your account each month allows you to...

Identify lost checks, lost deposits and unauthorized transactions.
Detect and prevent embezzlement of funds from within your company.
Know how your business is doing? You can't really know unless all accounts are reconciled and properly accounted for on your financial statement.
Manage your cash more effectively. Proper management of funds not only saves money, it makes money for you.

FINANCIAL STATEMENTS
(PROFIT & LOSS AND BALANCE SHEET)

An income statement, otherwise known as a profit and loss statement, basically adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to come up with a profit or loss for the period.

An income statement allows you to...

Track revenues and expenses so that you can determine the operating performance of your business.
Determine what areas of your business are over-budget or under-budget.
Identify specific items that are causing unexpected expenditures. Like phone, fax, mail, or supply expenses.
Determine your income tax liability.

PAYROLL & ACCOUNTS RECEIVABLE

We take care of invoicing and tracking money owed to you.

Match up deposits with invoices
Alert you when invoices are overdue

Full-service payroll support using QuickBooks Online Payroll, with a focus on accuracy and compliance.

Includes:

Weekly, bi-weekly, semi-monthly or monthly payroll processing
Direct deposit for employees
Quarterly and annual federal payroll tax filings
State withholding and unemployment filings, as applicable

CLEAN-UP / CATCH-UP / SET-UP

Are your books disorganized? Are you drowning in receipts? Do you not know how to get a handle on where to start organizing them? Do you have Quickbooks, but you don't know how to use it? I can help!