Services
What we do
- 01.
Bookkeeping
At Professional Bookkee, our Transaction Recording service ensures accurate and timely documentation of all your financial activities, allowing you to focus on growing your local business. We meticulously track and categorize each transaction, providing you with clear insights and peace of mind. Trust us to manage your records with professionalism and precision, so you can make informed business decisions.
- 02.
Bank & Credit Card Reconciliation
At Professional Bookkee, our Bank & Credit Card Reconciliation service ensures that your financial records align perfectly with your bank and credit card statements. We meticulously review, match, and resolve discrepancies, providing you with a clear and accurate financial picture. Trust us to streamline your bookkeeping, allowing you to focus on growing your local business with confidence.
- 03.
Financial Reporting
At Professional Bookkee, our Financial Reporting service empowers local businesses with clear and insightful financial insights. We provide accurate, timely reports that help you make informed decisions, ensuring compliance and enhancing your financial strategy. Trust us to transform your financial data into a powerful tool for growth and success. Turning raw bookkeeping into usable business information.
- 04.
Cleanup & Catch-Up Bookkeeping
A service that is designed to bring your financial records back on track. We specialize in fixing historical books, rebuilding records, correcting miscategorized transactions, and resolving reconciliation issues to ensure your books are accurate and compliant. Whether you're preparing for taxes, seeking financing, or planning for a sale, our expertise will guide you every step of the way. Trust us to provide the clarity and precision your business deserves.
- 05.
Month-End / Year-End Close
At Professional Bookkee, our Month-End/Year-End Close service ensures your financial records are precise and compliant. We formalize accounting periods while closing monthly books, reviewing unusual transactions, and making necessary accrual and prepaid expense adjustments. Additionally, we coordinate depreciation and prepare comprehensive records for your CPA or tax preparer, allowing you to focus on growing your local business with peace of mind.
- 06.
Accounts Set up and Other Services
At Professional Bookkee, our "Other Services" offer tailored solutions designed to meet the unique needs of your local business. We understand that every enterprise is different, which is why we customize our services to help you thrive, whether it's through financial consulting, tax preparation, or audit support. Trust us to provide expert guidance and comprehensive support that aligns with your business goals.
4
Ongoing Partnership
We provide consistent support, reporting, and communication to keep your finances organized.
How We Serve
Our Process
3
Customized Support Plan
We develop a bookkeeping solution tailored to your business.
2
Financial Assessment
We review your bookkeeping needs and identify opportunities for improvement.
1
Discovery Consultation
We learn about your business, current systems, and financial goals.