Small Business Monthly Bookkeeping
We are here to help you turn your financial chaos into tax ready books to generate sustainable results.
Our online bookkeeping plans are designed to help you track the ins and outs of your finances with reports available at your fingertips, reduce hefty tax fees, financially plan to multiply your capacity and increase your purchasing power.
We work with non-inventory service-based small businesses from startups to expansion mode.
Check out our service roadmap to understand what to expect when you choose to work with us.
At Goshen Bookkeeping & Consulting, we work with QuickBooks Online and Xero accounting software to input your data and keep an eye on your financial information. GBC is an Advanced Certified QuickBooks Online ProAdvisor and Xero Advisor.
QuickBooks Online is great for freelancers, professional service firms with complex needs, lawn care and landscaping, IT firms, home associations, and legal services.
Xero is great for creative agencies, small e-commerce startups, advertising firms, and firms with international locations.
Whether you’re just starting on accounting software or you’re switching from a different product. We’ll help you get set up and customize any one of these accounting software.
What to Expect?
Initial File Assessment - get a diagnosis of the condition of your books in QuickBooks Online or Xero Accounting software to determine the monthly package crafted your business.
Accounts Receivable management - invoicing your customers in a timely manner and entering payments, including implementing faster payment methods to reduce the collection cycle will prevent cash flow issues.
Accounts Payable management - tracking your bills and expenditures will eliminate surprises and increase your purchasing power.
Bank Feeds Processing - performing a mini-reconciliation of your finances including catching bank errors and detecting duplicates will ensure your books are in great shape.
Month-end closing and reconciliation - reconciling your bank accounts, credit card accounts, investments and loan accounts, and your payment processor systems will guarantee you have accurate finances to make strategic decisions.
Financial Reports - running your business successfully requires you to understand your numbers to plan for staff increases, new business development, and negotiate new vendor rates to increase your purchasing power.
Monthly CFO strategy meetings - tell us what else is going on in your business and let us discuss your options for business growth.
Document management solutions - use a trusted document management system to make it extremely easy for you to have the source documents needed to meet your tax filing requirements.
Results Driven / Payment Terms - consistency in delivering your financial reports in a timely manner is what we promise.
Communication - join us via Zoom for meetings with the ability to record the session for you to review at a later time. Instead of email, message us via Slack to remain connected throughout your engagement.
Are you behind on your bookkeeping? Moving from another accounting software to QuickBooks Online or Xero accounting software? Want a fresh start on getting your books in order to file your tax return? We can help you whether you are 3 years, 1 year, or a couple of months behind!
A trusted financial data is vital to your small business or nonprofit success. Let’s save you time and help you meet your federal and state tax filing obligations.
Initial assessment meeting to determine the best accounting software solution
Industry specific account settings and customization
Chart of accounts, products and services, and class or department tracking
Customers and vendors/suppliers data import or clean up
Reconciliation of finances to match prior filed tax return
2-4 hours of accounting software education to help you keep your books in great condition
Limited support via Slack workspace for questions after project completion