Services
Our bookkeeping services are focused on taking this time consuming critical function off the business owner's plate entirely! Efficient accurate bookkeeping is the foundation of better decision making and sets your business up for accurate tax filing. Inaccurate or errant books can cost your business dearly both financially and legally. This is why outsourcing your bookkeeping and accounting complexities to Patriot Bookkeeping LLC is so beneficial!
The primary platform we use is QuickBooks Online - the leading industry solution capable of handling all your business' accounting needs. This means lots of integration options with 3rd party apps and solutions, many you may already use for things like invoicing, bill pay, time tracking, expenses, etc. QuickBooks Online becomes your central, secure, integrated, cloud-based solution to capture and mange everything all in one place. This provides increased efficiency/accuracy, saving you considerable time and money!
We understand you may already be using another solution, or various other individual solutions and processes. No worries!! We will work with you to figure out the best solution for your needs, and to solve any challenges regardless of platform. We also partner with Xero and Zoho, as well as many other tools/services across the tech stack.
We service clients anywhere in the United States.
The bookkeeping and accounting services we offer include the following:
Monthly Bookkeeping & Accounting
- Record and Properly Categorize All Transactions
- Reconcile Accounts - Bank, Credit Cards, Loans
- Generate & Send Internal Financial Reports
- Internal Financial Report Review
- Accounts Receivable - Invoicing
- Accounts Payable - Bill Pay
- Inventory Tracking
- Sales Tax Accounting & Filing
- Payroll Processing
- Payroll Tax Filings
Diagnostic Review
All proposals for service begin with a high-level Diagnostic Review of your current books to help us understand your current needs and ensure we price your services accordingly. We also offer a paid Diagnostic Review service that is a deeper dive into your books. This is often used by those currently doing their own bookkeeping, who want to understand the current state of their books. This paid service provides a thorough report on all findings.
Clean-Up
Our clean-up services allow us to do the heavy lifting when your books are behind. Whether this is for the current year, a previous year, or even multiple years, let us get your books caught up and in great shape. This allows you to focus on the important task at hand.... running your business.
Our clean-up services include:
- Establishing proper beginning balances on your Balance Sheet
- Enter all transactions for the clean-up period
- Review and clean-up Sales Tax and Payroll Liabilities
- Reconcile everything to include your Balance Sheet accounts
- Profit & Loss and Balance Sheet Statements
- Cleanup Chart of Accounts, Products & Services list, and Customer/Vendor lists, Recurring Transactions, etc
- Close the Books
QuickBooks Online Setup
Whether you use us for your bookkeeping or not, we can you save you time , money and frustration by ensuring your QuickBooks Online (QBO) setup is done properly. Whether you are just setting up QBO or are already using it, we are happy to help!
Our QuickBooks Online Setup services include:
- Working with you to understand your business and financial needs
- Setup of Company Information
- Setup/Revise the Chart of Accounts
- Setup Equity Accounts
- Setup Customer/Vendor Accounts
- Setup Online Banking Connections
- Setup/Customize Form Templates
- Explore the use of Custom Fields, Classes, Automations, etc
- Overview of QuickBooks Online Basics
QuickBooks Online Training
We provide various levels of training on how to properly use QuickBooks Online. Whether it's for one person or a small group, we can customize and provide training to meet your needs. We can provide training virtually online or in-person. Just let us know what you need!
