This is for new clients interested in a discovery call to discuss your business needs and how Orchards Bookkeeping can help.
Orchards Bookkeeping specializes in "after-the-fact" bookkeeping.
After-the-fact bookkeeping means you run your business on a daily basis. You invoice your customers, make deposits, and pay your bills. Using data from your bank, throughout the month I will enter and categorize your transactions. And monthly I will prepare your reports, allowing you to have meaningful information to analyze your business. This approach saves you money while still having a professional bookkeeper working in your books every month.
Please note I only work in QuickBooks Online and do not do any payroll, sales tax or any kind of taxes.
In general, monthly bookkeeping includes the following
- Categorization of transactions
- Reconciling of accounts (checking, savings, loans, and credit card accounts)
- Monthly reports (Balance Sheet, Profit & Loss)
- Collaborating with your tax preparer, making tax time less stressful for you