Services
How it works
At Simplified Bookkeeping, we know that as a small business owner, time and money are always in high demand. With so many responsibilities on your plate, bookkeeping can easily become overwhelming. That’s why we offer a comprehensive range of services, each designed to lighten your load and keep your finances in order. Below, you’ll find a list of our service options and the specific tasks we handle. Our straightforward, flat-rate pricing ensures you can budget confidently without unexpected costs.
Set Up
Whether you're launching a new business or are new to QuickBooks, we’ll ensure you’re set up correctly for long-term success. Our setup services include everything you need to start off on the right foot. Services include:
Set Up Reporting and Recordkeeping: For new businesses, we’ll create a system that makes tracking cash flow easy and efficient.
In-Depth Evaluation: For established businesses, we’ll assess your current bookkeeping system to identify areas for improvement.
Clean-Up of Existing Books: We’ll clean up any issues or discrepancies in your existing records.
Implement Bookkeeping Systems: We’ll establish systems that ensure checks and balances to maintain accuracy moving forward
Monthly Maintenance
Our monthly maintenance services ensure your business’s financial records stay accurate and up-to-date, allowing you to focus on growth. We handle the essential bookkeeping tasks so you don’t have to. Services include:
Transaction Recording: Accurate tracking of all income and expenses.
Bank and Credit Card Reconciliation: Ensuring your accounts match your financial records.
Monthly Financial Reporting: Generating profit and loss statements, balance sheets, and cash flow reports.
Catch up bookkeeping
If you're behind on your bookkeeping—whether it's a few months or a few years—we'll help get your records back on track. Our catch-up services ensure all your transactions and financial reports are up to date and accurate. Call or message us for pricing.
Services include:
Transaction Recording: Entering all missing income and expenses.
Bank and Credit Card Reconciliation: Ensuring all accounts are balanced and accurate.
Financial Reporting: Generating profit & loss statements, balance sheets, and cash flow reports.
Correction of Discrepancies: Identifying and fixing any bookkeeping errors.
Financial Analysis
Our financial analysis services provide valuable insights into your business's financial health. By interpreting data, identifying trends, and preparing key performance indicators (KPIs), we help you make informed decisions that support growth and sustainability. Services include:
Financial Data Interpretation: Analyzing your financial reports to extract meaningful insights.
Trend Analysis: Identifying financial trends and patterns over time.
Financial Ratios: Calculating key ratios like profit margins, liquidity, and efficiency.
Key Performance Indicators (KPIs): Setting and tracking specific metrics to measure business success.
Strategic Recommendations: Offering actionable advice based on financial performance.
FRACTIONAL CFO SERVICES
Our fractional CFO services include budgeting, forecasting, and financial statement preparation, providing you with a complete financial strategy. We work closely with you to develop detailed budgets that reflect your goals, create accurate financial forecasts to anticipate growth and challenges, and deliver monthly, quarterly, and annual financial statements that give you a clear picture of your business’s financial health. This service ensures you have the insights and tools needed to make informed decisions, manage cash flow effectively, and drive sustainable business growth. (CALL FOR PRICING)
Budgeting & Forecasting: Provide personalized financial planning, help create a budget, project future revenue, and identify key financial trends.
Monthly, Quarterly & Annual Financial Statement: Provide clear, ongoing view of your company’s performance, helping with informed decision-making, tracking financial health, and guiding long-term strategy.
PRICING PACKAGES:
Basic
Includes services for Set Up + Monthly Maintenance (services listed above).
PRICE: $250 + $2 per transaction
Intermediate
Includes Basic Package + Financial Analysis + Monthly meeting to review reporting.
PRICE: $500 + $2 per transaction
Advanced
Includes Intermediate Package + AP/AR Management
PRICE: $1,000 + $2 per transaction