Our Bookkeeping Services
Every business is different. We'll work with you to find the right mix of bookkeeping support, whether that's ongoing monthly help or a one-time project.
Keep Up
Ongoing Monthly Bookkeeping
Good bookkeeping starts with keeping your financial records current and organized.
Our monthly bookkeeping services are designed to take the day-to-day bookkeeping responsibilities off your plate so you can focus on running your business.
Depending on your business and your needs, ongoing bookkeeping may include:
- Recording and categorizing income and expenses
- Bank account and credit card reconciliations
- Recording deposits and transactions
- Accounts payable and accounts receivable tracking (invoicing and payments)
- Reviewing transactions for accuracy and proper categorization
- Maintaining your chart of accounts
- Monthly financial statements and reports such as profit & loss statements and balance sheets
- Reviewing accounts for unusual or missing transactions
- Year-end bookkeeping preparation
- Ongoing QuickBooks support
We'll work with you to determine which services make sense for your business rather than giving you a one-size-fits-all package.
Catch Up
Bookkeeping Catch-Up & Clean-Up
Behind on your books? We can help.
If your bookkeeping has gotten away from you, you're not alone. It's more common than you think.
We specialize in helping businesses get their books back on track.
Our catch-up and clean-up services can help bring months or even years of bookkeeping up to date.
Depending on the condition of your records, we can help with:
- Entering missing transactions
- Categorizing income and expenses
- Reconciling bank accounts and credit cards
- Reviewing existing bookkeeping for errors
- Correcting miscategorized transactions
- Cleaning up your chart of accounts
- Identifying duplicate or missing transactions
- Bringing accounts up to date
- Organizing historical bookkeeping records
- Preparing your books for ongoing monthly bookkeeping
We'll assess where things stand, determine what needs to be done, and create a plan for getting you caught up.
No worries. Just a plan to get your books in order and tax season ready.
Get Set Up
QuickBooks Setup & Organization
Are you moving to online bookkeeping for the first time or transitioning from another accounting software? Changing bookkeeping software can be intimidating, especially when you already have years of financial information to consider.
Whether you're moving to QuickBooks Online, moving from QuickBooks Desktop, or transitioning from another accounting program, we can help you navigate the process.
We can help new and established businesses with QuickBooks setup, including:
- QuickBooks Online
- Company file setup
- Chart of accounts setup
- New and existing bank and credit card account connections
- Account and transaction organization
- Basic bookkeeping workflow setup
- Opening balances
- Customer and vendor setup
- Review and preparation of your existing records for transition
- Guidance on how to maintain your books going forward
Whether you're starting from scratch, or moving years of records, we'll help you establish a bookkeeping system that makes sense for your business.
Wrap Up
Year-End Bookkeeping Support
Get your books ready for year-end.
Year-end can be stressful enough without discovering that your books aren't complete.
We can help you get your bookkeeping records organized and up to date at the end of your fiscal year, including:
- Completing outstanding reconciliations
- Reviewing accounts
- Cleaning up bookkeeping issues
- Organizing financial records
- Completing year-end bookkeeping entries as appropriate
- Preparing standard financial reports
- Helping get your bookkeeping records organized for your tax professional
Please note: Golden Coast Bookkeeping provides bookkeeping services and does not replace the services of a CPA or tax professional. When tax preparation or tax advice is needed, we can work alongside your tax professional and provide the bookkeeping records they need.