Streamline Bookkeeping Simplify Your Finances
Empowering Businesses Through Financial Expertise One Step at a Time
Streamline Bookkeeping Simplify Your Finances
Empowering Businesses Through Financial Expertise One Step at a Time
Welcome to Business Stepping Stone Bookkeeping Services
Experience and Expertise
Your Trusted Financial Partner: Expertise You Can Count On
Our dedicated Bookkeeper is a QuickBooks Pro Advisor Certified Bookkeeper with over 15 years of experience helping businesses succeed. We have partnered with a wide range of clients, from startups launching their dreams to established small and mid-sized businesses seeking to streamline their finances.
Qualifications:
Proven Track Record: Extensive experience setting up and managing books for various businesses.
QuickBooks Pro Advisor: Certified expertise to optimize your QuickBooks experience.
Professional Training: Solid foundation in bookkeeping principles gained while working at a CPA office.
Business Acumen: SBA Business Plan Certification to understand your business goals.
Tax Knowledge: Experience as a freelancer with H&R Block during tax seasons.
We are passionate about helping businesses achieve financial clarity and growth. With our expertise, dedication, and diverse experience, we can become your trusted advisor, empowering you to make informed financial decisions and reach your goals.
.png/:/cr=t:0%25,l:12.5%25,w:75%25,h:100%25/rs=w:1024,h:1365,cg:true)
Personalized Services
Is your financial data a tangled, chaotic mess?
Disorganized financials can create gaps in your financial statements, making it difficult to understand the health of your business.
Let's work together to create a clear and cohesive view of your business. This will empower you to make informed decisions and navigate your path to success, building clarity from the chaos.
.png/:/cr=t:25%25,l:0%25,w:100%25,h:50%25/rs=w:1024,h:512,cg:true)
Affordable Pricing
We understand the unique needs of small and mid-sized businesses. That's why we focus on providing personalized bookkeeping services at affordable pricing. We offer a tailored approach. We take the time to understand your specific needs and customize services accordingly.
We have a proven track record of success, having previously provided outsourced bookkeeping services to various companies, both short-term and long-term.
As you grow, your bookkeeping needs evolve. We have experience working with companies of all sizes, from one-person startups to established businesses with over $1 million in annual revenue.
This means we can adapt our services to your specific needs, ensuring you receive the right level of support throughout your growth journey.
Let's discuss how we can help you achieve financial clarity and empower your business success!
We provide comprehensive bookkeeping and consulting services to small and mid-sized businesses.
Professional Bookkeeping Training & Certification
QuickBooks Online Certified ProAdvisor
Bookkeeping Services
Bookkeeping Services
Monthly Review Meeting
Monthly & Weekly Account Reconciliations
Bank & Credit Card reconciliations
Merchant account reconciliations
Structured month-end close
Monthly Financial Statement Delivery
Profits and loss statements
Financial statements are delivered on a monthly basis.
Monthly financial review meetings to help you understand the health of your business.
Dedicated Bookkeeper
Email Support
24 Hour Response Time
Additional Services available:
Accounts Payable
Accounts Receivable
Payroll
Customer invoicing / Bill Pay Management
Collections Support
Inventory
Bookkeeping Services
Bookkeeping Services
Bookkeeping Services
Setup Company in QuickBooks Online
Set up your Chart of Accounts
Help connect your information
Import Customers & Vendors and Create List
Categorize your transactions
Setup Standard Financial Reports (Monthly, Quarterly & Yearly)
Enter in Beginning Totals (Based on provided source documents)
After setup, ongoing bookkeeping services include:
Keeping transactions categorized
Reconciling bank and credit card accounts each month
Producing Financial Reports (Monthly, Quarterly & Yearly)
Bookkeeping Services
Organize & review your financial records, identifying any inconsistencies, inaccuracies, or missing information.
Reconcile & correct your records to match bank statements, invoices, and other documents, fixing any accounting errors.
Categorize & analyze your transactions accurately and analyze financial reports to provide valuable insights into the health of your business.
Clean up historical data by organizing and consolidating your historical financial data for a complete financial picture.
Account reconciliation for bank accounts, credit cards, accounts payable and accounts receivable.
Error correction. Identify and fix any accounting errors to reflect a true picture of your financial situation.
Properly categorize your transactions to enhance reporting and ensure compliance with accounting standards.
Make necessary adjustments to your journal entries for accurate financial data and compliance with accounting principles.