Services

Beyond Bookkeeping provides a wide variety of bookkeeping tasks, as well as consulting, teaching, project and office management.

We will help determine your unique requirements and the best solution to meet your needs. We can work onsite or remotely. Billing can be hourly or a fixed fee so you can budget your monthly bookkeeping expenses.

Below is a list of many of the practical services Beyond Bookkeeping performs for their clients.

CREATE EFFICIENT USER-FRIENDLY SYSTEMS
Setup a new or cleanup and streamline an existing system to provide a clear understanding of cash flow, identify all tax deductions, and allow for smooth year-end tax filing.

INSTALL & SETUP QUICKBOOKS
Assist in choosing, installing and setting up the appropriate QuickBooks software and creating a customized solution.

INVOICE CUSTOMERS & FOLLOW UP
Invoice customers, track invoice job costs, post payments received, send periodic overdue reminders to ensure that you get paid in a timely manner.

PAY VENDOR & TAX BILLS
Pay vendor and tax bills on time to avoid penalties and maintain good credit ratings, track payments due for accurate planning and budgeting.

RECONCILE BANK & CREDIT CARD ACCOUNTS
Reconcile all bank and credit card accounts to provide an accurate picture of bank balances and cash flow and catch errors before problems arise.

PAYROLL, PAYROLL TAXES
Calculate payroll and payroll taxes, file quarterly and annual tax reports, fulfill Workers’ Compensation requirements.

SALES TAX
Setup QuickBooks to track taxable items and sales tax owed, calculate and pay sales tax.

INVENTORY TRACKING
Set up and track inventory quantities, profitability, and usage.

FINANCIAL REPORTS
INTERNAL FINANCIAL REPORTS provide an accurate picture of cash flow and account balances, identify which services and products are most profitable, help see trends and trim costs, identify which customers are not paying, track inventory quantities, and provide budgets and forecasts.

EXTERNAL FINANCIAL REPORTS to tax agencies, and when applying for mortgages, loans, and credit, as well as to inform shareholders and investors.

MANAGE PROJECTS
Manage administrative and operational projects, communications with tax agencies, banks, tech support representatives, vendors, and customers.

TEACHING & CONSULTING
Teach practical, day-to-day uses of QuickBooks including how to make the best use of reports, the necessary steps for accurate bookkeeping and tax preparation.

PERSONAL BOOKKEEPING
Pay bills, track expenses and income, track investments, reconcile accounts, generate financial reports required for mortgages, loans, and credit applications.

Quickbooks ProAdvisorCertified QuickBooks ProAdvisor

Initial Set Up & Consulting
Creation and Maintenance of Efficient Systems
Ongoing Bookkeeping Services and Organization