One of the most important tasks of any organization or business is to keep its financial books and records in perfect order. However, until a business has grown to a significant size, in-house bookkeeping rarely makes sense.

That’s why SimpleBackOffice specializes in bookkeeping services for small and medium-sized businesses. We know it can seem daunting or risky to outsource your bookkeeping, but we assure you that you are in the best of hands. In fact, as soon you let SimpleBackOffice handle your bookkeeping tasks, you will wonder why you didn’t do it sooner.

Many small business owners don’t know their cash position, current accounts receivable and their accounts payable. How scary! It’s critical to have a clear picture of your financial situation at all times.


“We can help you setup your Chart of Accounts”

We will with small business owners in many industries, and we can take the burden of your bookkeeping off your plate so you can focus on more important matters like finding new customers and serving the ones you have better.

Are you a good candidate to outsource your bookkeeping?

Click here for a quick checklist to see if you qualify [Hyperlink to diagnostic checklist/questions]

Or simply schedule a Bookkeeping Process Review. We will discuss your needs and show you how we can save you time, money and effort.
 

Service Performed
Monthly:
→ Prepare Bank Account Reconciliation
→ Record Individual Credit Card Purchase Transactions
→ Prepare Credit Card Reconciliation
→ Maintain Vendor W-9 Information
→ Email/Mail Customer Statements
→ Prepare Sales and Use Tax Return
Financial Reports:
→ Balance Sheet
→ Profit and Loss Statement – Month
→ Profit and Loss Statement – Year-to-Date
→ Cash Flow Statement
→ Accounts Receivable Aging
→ Accounts Payable Aging
→ General Ledger
→ Bank Reconciliation Report
→ Credit Card Reconciliation Report
Service Performed
Daily:
→ Record Sales Invoices
→ Record Customer Payments
→ Record Vendor Invoice
→ Record Vendor, Debit Card Transactions, Pay Pal & EFT Payments
Weekly:
→ Weekly Accounts Receivable Aging Report
→ Weekly Accounts Payable Aging Report
→ Record Payroll / Payroll Taxes / Payroll Fees
→ Track Employee Advances
Monthly:
→ Prepare Bank Account Reconciliation
→ Record Individual Credit Card Purchase Transactions
→ Prepare Credit Card Reconciliation
→ Maintain Vendor W-9 Information
→ Email/Mail Customer Statements
→ Prepare Sales and Use Tax Return
Financial Reports:
→ Balance Sheet
→ Profit and Loss Statement – Month
→ Profit and Loss Statement – Year-to-Date
→ Cash Flow Statement
→ Accounts Receivable Aging
→ Accounts Payable Aging
→ General Ledger
→ Bank Reconciliation Report
→ Credit Card Reconciliation Report

Click here to schedule your Bookkeeping Process Review.