Complimentary Consultation 650-296-2176
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Hiring us to manage your books is a courageous first step!
financial well-being is the key to a successful business
By partnering with your business we are able to remotely service your bookkeeping needs with accuracy, integrity and care. Allowing you to take control of your financial future, by saving money and time.
How We Can Help You
Building strong relationships is everything
It takes clear communication, commitment and reliability to develop the trust needed for successful partnerships. There is nothing more rewarding than to hear how my services helped my clients grow and feel prosperous as business owners.
It's easy to partner up, you deserve an ally -- call us for a complimentary consultation, and let's open the way for your business to really succeed.
Tailored, streamlined growth
- Setting up the books - Working exclusively with Intuit QuickBooks, both online and desktop, allows you to have choices in how involved you want to be. Some clients like to be a bit hands-on, while others would just assume not deal with the bookkeeping at all. We tailor our services to fit your particular needs.
- Monthly Services - Banks, vendors, online payment processors, etc., make errors and the only way to safeguard against this is by making sure that your financial statements balance to the penny. The accuracy of your books is of the highest importance to us.
- Financial Statements - Generating these can give you the peace of mind of knowing exactly what financial shape your business is in at all times. Reports make it so that you can estimate and see how profits, expenses are changing, while having the ability to compare to previous years' financial statements so that you can see how you are growing.
- Plus so much more - 1099 filings, payroll integration, QuickBooks set-up, accounts receivable/payable, CPA referrals & interface, software migration, workers' comp audits, sales tax, business valuations, budgeting & forecasting.
Custom & Pre-Packaged Services Tailored To Meet Your Needs
Bookkeeping Services
Data Review & Clean-up Package
Data Review & Clean-up Package
- Daily, weekly, monthly, quarterly and annual rates
- Accounts receivable, accounts payable
- Comprehensive bill paying
- Sales tax preparation
- Quarterly tax payments
- Tracking of tax deductions
- Tracking of assets and liabilities
- Reconciling of all bank and investment accounts
- Construction job costing
- AIA billing packages
- Certified payroll reports
- Workers' Comp and insurance audits
- Financial reports
- and more
Data Review & Clean-up Package
Data Review & Clean-up Package
Data Review & Clean-up Package
- Reconciliations of all balance sheet accounts
- Review and reclassify as needed all Income statement accounts
- Post journal entries as required
- Period end financial statements provided
Tailored Options TO Fit You
Data Review & Clean-up Package
Tailored Options TO Fit You
From subscription-based bundles to a la carte options, choose the financial service that fits your needs!
We specialize in Marriage and Family Therapists and other small businesses.
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We Work with
GET IN TOUCH
Tel: (650) 296-2176
Email: AllyBookkeepingSF@gmail.com