What We Do
Problem
We understand managing your business's finances can be daunting and time-consuming, often leaving you overwhelmed and distracted from your core activities.
Solution
Our Monthly Bookkeeping Package keeps your financials accurate and up-to-date year-round, providing the confidence and tools you need to make informed, strategic decisions for your business.
Outcome
Your books will always be accurate, audit-ready, and prepared for tax season. With bookkeeping taken care of, you can focus on growing your business and increasing productivity.Our Monthly Bookkeeping Package
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Expense Management
We track, categorize, and optimize your expenses to maintain financial control, maximize tax savings, and ensure accurate financial reporting.
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Receipt Management
We link your provided receipts to their corresponding transactions, ensuring verification, fraud detection, and audit readiness.
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Bank & Credit Card Account Reconciliation
We reconcile your business accounts monthly by comparing recorded expenses to bank statements, ensuring accuracy, identifying discrepancies, and preventing potential fraud.
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Financial Reporting
We deliver monthly, quarterly, and annual financial statements, providing valuable insights to support informed business decisions.
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Tax Documentation Support
We prepare year-end financial documents and work directly with your tax professional to ensure seamless tax filings.
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Prompt Support
We are dedicated to providing prompt, responsive service, ensuring that all inquiries are addressed within two business days.
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Optional Add-Ons
We provide personalized services tailored to your business needs, with optional add-ons such as 1099 filing, payroll management, budgeting, and cash flow management.
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Services NOT Included
We do not provide: Legal advice, tax filing, manual payroll (we work with your payroll company), or on-site bookkeeping.
Not sure what to expect? You’ll be seamlessly guided through our client onboarding process.
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Schedule a free consultation to explore how we can help you manage your finances better.
During this Discovery Call, we'll introduce ourselves, understand your business, and discuss your bookkeeping needs in detail.
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Along with what we learn in the Discovery Call, we'll review your books, bank statements, and other reports to determine our scope of work.
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After we define the work required, we will provide you with a tailored proposal that lists the costs for your business.
Once you review the proposal and choose to move forward, we will send you a letter to confirm our partnership.
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We’ll gather the information and documents needed for your bookkeeping.
We will carefully review, correct, and organize your records to make sure your books are accurate and current!
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With our Monthly Bookkeeping Package, we'll keep your financial records updated, accurate, and organized regularly, so you're ready for tax season.
Meet Your Bookkeeper
Hello, I’m Kelly, the Owner and Operator of Bookkeeper Friend! As a certified bookkeeper with over seven years of experience in diverse administrative and operations roles, I have developed a strong skill set that brings clarity and structure to financial operations. I understand that bookkeeping can be daunting and time-consuming for many business leaders, which is why I established Bookkeeper Friend—to provide a reliable and supportive service that businesses can truly depend on.
At Bookkeeper Friend, we’re committed to providing personalized bookkeeping solutions tailored to the unique needs of each client. Our goal is to relieve the burden of financial management so business leaders can focus on what they do best—growing and running their business. From maintaining accurate financial records to preparing for tax season, we’re here to be the friend your business needs for essential financial management support.
FAQs
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The IRS requires businesses to maintain accurate and detailed records for tax compliance and to verify income, deductions, and credits.
At Bookkeeper Friend, we ensure your financials are accurate, organized, and ready for tax season. -
While both roles are essential for a business's financial health, they serve different purposes and often collaborate closely. Bookkeepers manage the day-to-day financial records, which tax professionals use to prepare accurate tax returns and offer tax advice. Together, they ensure compliance and support the overall financial health of the business.
At Bookkeeper Friend, we are happy to partner directly with your tax professional to streamline operations for your business!
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Outsourcing your bookkeeping to us allows you to save significantly on costs by accessing high-quality services at a fraction of the expense of hiring a full-time employee. It also frees up your valuable time, enabling you and your team to focus on growing your business.
With accurate, up-to-date financials, you'll be prepared to make informed decisions, streamline tax preparation, and stay audit-ready, giving you greater control and confidence in your financial management.
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Books aren’t up to date? No problem!
We’ll tackle any mess in your books! We will conduct a thorough review, correction, and organization of your existing records to ensure accuracy and compliance.
