What BOOKKEPT Will Do For You
Weekly reconciliation of bank line items
Using cloud-based software, every week I will examine the banking line items from your bank feed and make sure each transaction is properly categorized.
Monthly statement reconciliation
For clients using QuickBooks Online, I will do a monthly reconciliation to your bank statement. (For clients using Xero, items are reconciled as soon as they clear.)
Every month you will receive three reports:
- Balance Sheet
- Income Statement
- Statement of Cash Flows
Monthly phone consultation
Once every month, we will discuss your financial health and make sure all of your questions are answered. We'll look at various financial indicators to make sure you are hitting your goals for the year.
One way to stay on course for the year is to set a budget and stick to it. I can help you with that.
I'm here for you throughout the month, not just for our monthly meeting. If you have a concern, you'll be able to reach me.
Accounts payable / Accounts Receivable (standalone or extra add-on)
As an add-on service, not covered by the basic fee, I will work with you to set up an accounts payable system that ensures bills are paid on time and an accounts receivable system that helps you track that you're getting paid.
Who is BOOKKEPT?
Matt Bovell, Chief Bookkeeper
My experience has taken me from the enterprise environs of IBM to running a one-man webinar production company. I understand business challenges, big and small.
I have a bachelors from Harvard and a PMP certification from the Project Management Institute but more than that, I've got the good common sense to know you're not just a "company". You're a person with concerns and my job will be to make your life easier.
Me, in the 1970's. Look at that hair!
- 25 bank reconciliation items per week per bank
- 3 bank feeds
- Monthly reports
- Monthly phone consultation
All the basic bookkeeping needs taken care of!
- Management of bill review and bill payment
- Management of invoicing your client
Want someone to keep an eye on your bills and make sure you're paying them? Want to keep better track of invoicing your clients? Then this package is for you.
Setup and Go
Don't need a full time bookkeeper? Let me set you up! (Ideal for new businesses.)
Not seeing what you need here? Click on the consultation button on any of the three offerings, fill out the questionnaire and let's chat. I'd be happy to put together a custom proposal!
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