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Services

office management
Have a Business Idea?
 

Need help setting up business bank accounts to accept customer payments and keep track of your business-related expenses? Get rid of the excel spreadsheet, separate your personal accounts, and keep better track of all business transactions. This simple task leaves you better prepared for tax time!
 
This can be purchased on its own for $800. This includes all steps to startup your small business from choosing the right type of organization for tax purposes, registering with the state, bank account setups, and more. 

bookkeeping
Bookkeeping 

Join the real world with the 3 main financial statements (Profit & Loss, Balance Sheet, Statement of Cash Flows)! You will be provided with these statements on a monthly basis within the first 10 business days of the month.

 

Need a cash-flow forecast? Cash management? Financial Planning & Analysis, even Advisory services are also included in the standard package.

Financial Analysis

Looking into your business's details using industry-specific analysis can help see where you can expand, cut costs, save you on free cashflow, and even build to a multi-million dollar company. 
 
Maybe you want to compare and contrast between one revenue stream to another.
 
Trust Your Books has already helped a 2-person startup go from inception to $5million/year, as well as another go from $100k/year to $1m/year. Why not make your company the next millionaire!

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Clean Up

Backed up on your bookkeeping and don't know where to begin? No time to get it all done? I get it. It happens to the best of us.

 

Grant Trust Your Books access to your current accounting platform (QBO, QBD, Xero, etc.) and provide your bank statements (yes, even if they are 6 months+ behind!) and I will record your history accurately and clearly to get you up to date. (All documents will be returned to you in an agreed upon time frame and any documents will be shredded on this end.)

Available to purchase as a stand-alone service apart from bookkeeping!

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Accounts Receivable Management
 

Leave the reaching out to clients/customers to someone else!

 

You will be able to access all your invoices sent as well as review your monthly report on the current aging.

Advisory Services

Not every business is the same. Finding ways to maximize on profit as well as tax savings that is tailored to your business and long term goals is where Trust Your Books comes in! What's included:

  • Ways to Maximize Deductions

  • Retirement & Insurance Strategies

  • Tax tips to reduce tax liability

  • Would changing organization structure save you $$?

  • Tax tips saving you time & money 

Included in the competitive monthly-fixed rate!

BUSINESS ADVISORY
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Accounts Payable Management

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1099s + Vendor Management
 

This includes:                                                           

  •  1099s Filing 

  • Clean financial recording 

  • Following up on vendors for W9s year-round

1099-Employee-Form
Filling Out Tax Form
Sales Taxes

Keep track of all sales and its corresponding sales tax to be better prepared for filing quarterly sales tax

Payroll

No need to manually enter a time sheet. Your employees can log in from a desktop or mobile device, view/download their W2s, paystubs, and more.
 
Already have a payroll service? Not a problem, just grant me access to your service (like ADP or Gusto).

Available to purchase as a stand-alone service apart from bookkeeping!

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