Our Services
Every business is different. Every business owner is different. We build customized packages based on your specific, unique needs. Additionally, we offer tax preparation and planning, as well as Quickbooks Setup and Training.
What We Do
Monthly Bookkeeping
Reconciliations, classify transactions, financial statement packages, and more
Tax Preparation and Planning
Tax preparation services as well as tax planning services that will save you money!
Quickbooks Setup and Training
Setup your QBO or QBD and provide training to staff on software and processes.
Monthly Bookkeeping Services
Basic Services
Based on your unique needs, we will build a package meets your bookkeeping needs. This is a flat fee instead of an hourly rate. This is perfect for small businesses because it allows you to budget for my services without worrying about a “surprise” after a busier than normal month. Additionally, with every monthly services package, we include a 1 hour monthly video conference or phone call to review your financial statements as well as unlimited email support. At Bloom Bookkeeping, we don’t want you to just have the financial information, we want you to understand it and use it. This is where the real magic happens!
- Bank & Credit Card Account Reconciliations
- Transaction Classification
- Subscription to QBO or Splashtop
- Financial Statement Preparation
- Unlimited Email Support
- Monthly 1 hour Video Conference or Phone Call
Add-On Services
- Historical Cleanup & CatchUp
- Quickbooks Online or Desktop Setup & Training
- Chart of Accounts Customization
- Additional Customized Financial Reports
- Accounts Receivable Management
- Accounts Payable Management
- Budgeting Advice & Implementation
- Cash Flow Projections
- Benchmarking
- Payroll
- Inventory Management
- Cloud-based Document Management
- Receipt Management
- Profitability & Strategy Consulting
Tax Preparation and Planning
We will work with you to file your taxes which is not very exciting. But we do it because we love our clients. What does get our blood pumping though is tax planning. When you are reviewing your finances to specifically determine your potential tax liability, you can make decisions!! What do those decisions do? They save you money. And, we are talking potentially thousands of dollars! Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Quickbooks Setup and Training
We understand that some businesses are not ready for monthly bookkeeping services. We get it. We are happy to meet you where you are in your business life cycle. Maybe you are just starting your company and need help setting up your Quickbooks file. Maybe you have been keeping up with your finances on a spreadsheet, but that is no longer feasible. Maybe your wife, husband, friend, mother, father, whoever loves numbers and wants to do bookkeeping for your business, but needs some help getting started. We’ve got you. Let us know how we can support you.
Let's Answer Some Basic Questions
Let's get some of those nagging questions out of the way for you!
How much do your services cost?
Let's be real.... this is what you want to know, right!?? Well, unfortunately, it depends. I'm so sorry, but that is the truth. I will take a look at your books and discuss your needs in detail. Then I will provide you a quote. Let's just talk about the elephant in the room though. Bloom Bookkeeping is not going to be the cheapest bookkeeping service you can find. Period. We are not aiming to be the cheapest. We are aiming to be the best at accuracy, service, communication and professionalism.
Will you come to my office?
Bloom Bookkeeping does not work onsite. However, most of the time, after some discussion, my clients realize that coming into the office is really not necessary. With today's technologies, there is rarely a true need for an onsite bookkeeper. And, most activities that are onsite, are not truly bookkeeping activities, they are administrative activities. We do not provide administrative services such as filing, etc.
Will I have to sign a contract?
No, you don't. We will have you sign an Engagement Letter to outline the services that we agreed upon. You are able to cancel services at anytime as long as you notify us in writing before the next monthly service begins. Monthly services are due on the first of the month via an automatic payment. Cleanup and catchup projects are due 50% up front and then 50% upon completion.
Do you charge by the hour?
Not generally. Monthly bookkkeeping services, cleanup / catchup services, tax preparation and tax planning are billed by the project and not by the hour. The amount billed covers all of the agreed upon services as outlined in the Engagement Letter. Special projects and software training are the only services billed hourly.
When will I receive my financial reports every month?
We have a goal to send financial statements by the 15th of each month for the prior month closing. However, this can be delayed if we have not received documents or answers to questions that we need to finalize the reports.
