Bookkeeping Services
We work with you to achieve your financial goals.
By having the proper systems and processes in place, you can ensure
your bookkeeping is kept up to date with accurate records and tracking of transactions
to be able to create meaningful financial reports.
Utilizing SIMPLY Financials PLUS professional bookkeeping services will ensure that your books stay up to date and are accurate allowing you to make informed decisions in running your business.
We can help your business with:
Properly categorized, coded, and reconciled transactions
Reconciling of your bank, credit card, PayPal, and merchant service accounts
Invoicing, A/R Aging reports, and Collections management
Inventory management including purchase order, packing slip, and receiving reports
Fixed Asset management
Account reconciliations
Payroll setup and processing
Bill pay and Accounts Payable management
Sales tax tracking
Assistance with Workers Compensation audits, Personal Property tax returns, and Sales tax filings
Year-end tasks-1099s and tax ready financial statements
Monthly and quarterly financial statements
Our Goal: Create an efficient workflow, reducing the time it takes for your bookkeeping tasks to be completed. With full integration with third-party apps, where appropriate, we eliminate unnecessary data entry, paper-intensive or manual processes. We also work with and train your in-house bookkeeping team, providing monthly reconciliation and support services.
As we get to know you and your business, we will work with you towards best practices in your accounting system and bookkeeping process workflow.
With our monthly retained services, we will be in constant communication with you throughout this process.