Some Of Our Services

Bookkeeping

All good accounting starts with great bookkeeping. From the first investment into your business, to what you spend on marketing or inventory. Those transactions in your books create a picture of your business and how to best run it. It can be overwhelming at times but that's why Books By Tom is here. With our background in Accounting, tax, and finance we can give you the information you need to be as profitable as possible in the work you love doing, which probably isn't bookkeeping.

Major aspects of bookkeeping that we help with is:

Categorization of transactions- This ensures all transactions end up where they are supposed to when it comes to income, expenses, liabilities, and other areas. Small business owners can spend multiple hours per week in regard to this rather than focusing on growing the business.

Reconciliation of accounts- Don't just reconcile your bank accounts, which is important, make sure you have your customers, sales, and expense accounts reconciled as well. This will ensure you are up to date in all areas of your business in a granular level.

Reporting- Not just your basic balance sheet and P&L on a monthly basis but custom monthly reports that can show you your best customers (or worst). You can also dissect projects, product lines and a multitude of other areas so you don't throw good money after bad to grow your business and adjust accurately over time.

Book Clean Ups

There's nothing worse than a small prior mistake growing into a bigger issue over time. That's why we offer book cleanups to help you get back on track. One wrong entry can make you think you are more profitable than you are or put your focus on certain expenses that don't need the scrutiny you think they do. These errors make your monthly financial reports less accurate, and you can't afford that.  A book cleanup will help you regain your focus on the areas that really need it.

Financial Reporting

Financial reporting is where the "rubber meets the road" when it comes to accounting and bookkeeping. You don't only want timely reports but accurate and specific reports as well. Want to know the profitability of a particular client or product line or project? We can help with that. Our bookkeeper services and accounting background will get you the information you need to make decision quickly.

Quickbooks Expertise

Since we are Gold level Quickbooks Advisors, we urge all our clients to migrate to Quickbooks Online. Books By Tom can facilitate this transfer and train you in the viewing of reports from the online software. We'll help you understand how to use your monthly financial reports to make decisions for the good of your business. QuickBooks setup can be done as a standalone service, or you can pair it with any other bookkeeping services of ours depending on the level of support you need.

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