Behind On Your Books? Let Us Help You Get Caught Up.
Bookkeeping Services Starting From $199/month. Clear and accurate books are essential to the financial health of any company. But as your business grows, the regular work of recording and reconciling your financials can really start eating up your time. That’s where we come in. When you work with Boxelder Bookkeeping services, our experienced team of professionals manages your books for you, importing bank statements, categorizing transactions, and preparing financial statements every month. We’ll handle the tedious stuff and give you the headspace you need to get back to running your business.
Our Bookkeeping Services
Set-Up
For clients with no previous accounting system
Services include:
- Creation of internal client file with Boxelder Bookkeeping, including personal cloud storage
- Chart of accounts category creation to provide structure for accurate reporting
- Integration of banking systems with Quickbooks Online
- Establishment of monthly balance sheet and P&L reporting process
- Payroll system onboarding assistance
- Note: Boxelder Bookkeeping will not manage third party payroll services; payroll processing is self-directed by client
Historical Bookkeeping
For clients who need help recreating past years financials or reconciling and balancing books for previous years
Services include:
- Gathering of bank statements relevant to historical bookkeeping needs
- Review of working trial balance for misclassification and data entry errors
- Compilation of suggested journal entry adjustments
- Assessment of prior tax returns, previous chart of accounts structure, and corresponding balance sheets
- Transaction reclassification for expenses incorrectly recorded in ledger
- Reconciliation of business operating account, credit card statements, and outstanding loans
- Client debriefing of inaccuracies identified and recommended best practices for ongoing bookkeeping support
Monthly Bookkeeping
For clients who need basic monthly bookkeeping support
Services include:
- Monthly reconciliation of business operating account, check register, credit card statements, and loan statements
- Importing of payroll reports provided by third-party payroll service
- Recording of all income and expenses
Financial Analysis
Your custom bookkeeping package includes regular consults with a financial advisor to discuss your growth, analyze your financial reports, and plan for future goals. On a monthly, quarterly, or annual basis, you can schedule a meeting with a Boxelder expert, who will help you review your balance sheets and cash flow statements, prepare for taxes and retirement, and discuss any other financial goals you may have.
With Boxelder Bookkeeping in your corner, there’s no limit to where you can go.
Additional accounting services can be processed at client request and charged à la carte. Please contact our accounting department directly for more information.
How We Help
Professional bookkeepers in your corner
The more successful your business becomes, the more valuable your time becomes. Free some of it up by outsourcing your bookkeeping. In addition to organized and accurate books, our experienced team of professionals can offer what the other firms can’t: a one-stop shop for long-term financial health.
Industries We Specialize In
Legal
Entertainment
Restaurant
Real Estate
Start-Ups
Cannabis
Success Stories
Ricardo
Ricardo was hoping to file his missing tax returns after three years of falling behind. He came to Boxelder to start back on the right path. First, we organized and reconciled his books to provide accurate financials for our accounting team. Next, we helped Ricardo gather all the necessary documents to recreate his last three years of business operations. This enabled Ricardo to file his missing returns, move on from his tax debt, and focus back on running his business.
Jay
Jay was a successful local business owner. But Jay didn’t reconcile his books monthly, which made it near impossible to file his tax returns. After falling behind six years, he came to Boxelder to clean up his financial data. We sifted through six years of data to create financials that would allow us to file those missing tax returns. Today, Jay is a bookkeeping client of ours. Ongoing monthly bookkeeping helps support business owners like Jay to make smart business decisions and have accurate financials readily available.