Services
Monthly Bookkeeping
- Custom Chart of Accounts
- Categorize transactions for checkings, savings, credit cards, and payment processors such as Paypal and Stripe
- Reconcile Bank Statements
- Monthly virtual call to review financial statements and identify areas of concern
- Year end financial document preparation for tax filings
- Add ons: Account payable management, Account receivable management, sales tax reporting, and 1099 preparation
Catch Up or Clean Ups
Catch ups and clean ups are one time services to get your books organized and up to date. Items that will be requested are:
- Last tax return filed
- List of all bank accounts, credit cards, loans, and other open accounts
- All statements for each account
- List of assets and depreciation schedules
- Access to your current accounting file
Financial Advisory Services
Our team works with your CPA to help you understand the financial health of your company and how to achieve your future goals. These services include:
- Tax planning and Optimization
- Budgeting and Cost Reduction
- Cash Flow Analysis
- Strategic Decision Support
Frequently Asked Questions
Our consultation will take place via a Teams/Phone all during which we’ll discuss any issues you’re having with your current bookkeeping setup and how I can help you moving forward. It is also a great opportunity to see whether I’m a good fit for you, or if another bookkeeping professional I know might be a better match.
Absolutely! That is what is called a diagnostic review and it is where I access and review your existing books. At the end of the diagnostic review I will provide you with a full report containing my findings and recommendations, as well as pricing options should you like me to provide the solution to the issues and maintain your books. If you choose to sign on as a client, I will credit your first invoice for the diagnostic fee.
Prices are determined individually and based on the current state of your business affairs and needs. No one size fits all. You and your business are unique and treated as such, but I like to be transparent as well. The average price point for small businesses starts around $250 monthly.
Hourly rates sound great until you have a super busy month or a bookkeeping issue that requires extraordinary manhours to fix – both leading to a surprise extra hefty bill at the end of the month.
A flat monthly rate allow my clients to always know what they will be charged so they can easily budget for it. It gives them the confidence to reach out when they have a question as they know they won’t have to pay extra for support.
No, I do not file taxes. I will work with your CPA to ensure that everything you need is accurate and in time for tax filings. If you do not have a CPA, I am connected to several amazing tax professionals that I can put you in contact with.
CPAs are licensed professionals who specialize in tax laws and filing, while bookkeepers are much more hands-on with your day-to-day financial organization. An experienced bookkeeper will get to know you and your business on a much deeper level, and should easily be able to pick up on any inconsistencies.
Having a great bookkeeper/CPA team will be an invaluable asset to your business. The combined expertise will help make tax prep smoother, more accurate, and potentially more advantageous in terms of deductions or credits.
Yes, your information is secure. I do not require full access to your financial institutions. I may ask for read-only access to your accounts for retrieving and reviewing statements and other information, or you can choose to provide them yourself instead.
B&B Precision Bookkeeping has both Errors and Ommissions (E&O) and Cybersecurity insurance.
Schedule A Consultation
Your initial consultation is always FREE!
