At ADD Bookkeeping & Analytics, we understand that many business owners find bookkeeping to be time-consuming and tedious. We provide a variety of bookkeeping services that allow you to concentrate on growing your business while leaving the day-to-day financial management to us.

General Bookkeeping

  • Entering all transactions, including reclassifications
  • Bank and/or credit card reconciliations
  • Real-time Financial Information

QuickBooks Setup

  • Creating a Quickbooks Online account
  • Setting up & maintaining a chart of accounts
  • Connecting bank feeds

Financial Statements

  • Balance Sheet
  • Income Statement
  • Customized Reports – specifically tailored for your business

Accounts Receivable

  • Customer Setup & Maintenance
  • Categorizing all customer invoices & payments
  • Entering & emailing customer invoices

Accounts Payable

  • Vendor Setup & Maintenance
  • Entering bills into Quickbooks
  • Preparing checks for you to print or pay through online bill pay

Year-End Bookkeeping

  • Entering all transactions for the year
  • Reconciling all bank and credit card accounts
  • Providing reports for your CPA or tax preparer

Business Analytics Services

We offer a comprehensive reporting suite, specifically tailored for your business. Depending on your specific needs, your reporting suite may include the following:

  • Customized Reporting with Commentary
  • Cash Flow Monitoring & Projections
  • Business Forecasting
  • KPI (Key Performance Indicator) Tracking
  • Charts/Graphs with Trend Analysis
  • Monthly Business Review Meeting

Clean Up Bookkeeping

Are your books unorganized and need to be cleaned up? ADD Bookkeeping & Analytics also offers clean up bookkeeping services. We will enter all reclassifications, missing and adjusting entries, in addition to reorganizing your chart of accounts to ensure more accurate reporting.

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