Essential Bookkeeping Steps LLC offers professional bookkeeping services that not only delivers quality results, but also explains the essential steps needed to build confidence in your bookkeeping procedures. Your first consultation is free, so contact us now!
Services We Provide
Monthly Reconciliations
Reconciling accounts is a process by which your accounting records are matched against your monthly statement. The accounting records will be adjusted if there are differences. A report is produced for each reconciled account (i.e. bank, credit card, etc).
Account Maintenance
Reviewing your accounts in detail ensures the integrity of the information. A consultation will determine the effort and details needed for each client.
Year-End Reconciliations
Getting your bookkeeping records prepared for your tax accountant consists of reconciling your year-end statements, payroll accounts (if any), etc.
1099 Preparation and Filing
Determining qualified recipients with your help will start the preparation of your 1099 filing. 1099’s will be printed, processed, mailed, and electronically filed to the authorities on a timely basis.
Monthly Financial Statements (unaudited)
Providing financial statements on a monthly basis will consist of the Balance Sheet and Income Statement. Other statements can be provided monthly as discussed (i.e. AR Aging)
Miscellaneous Agreed Upon Services
Having a consultation will help determine other services that may be required for reporting for your situation. Do you need detailed reporting per department/location or projects? Maybe you need a better expense reimbursement process? Looking for a more efficient way to track your time or billable hours? There are many other services that can be tailored to your needs.
*The monthly rate will be determined after a consultation and a review of your monthly transactions. The rate will be based on the monthly services requested and the estimated time of completion.
