Elevate Bookkeeping Solutions, LLC has a diverse clientele. We see some clients on a regular basis and some people only once or twice a year, depending on their needs. Whether you require weekly, monthly or quarterly bookkeeping services, we are happy to work with you to find the perfect solution.
How often you need our services depends on a number of things, including the volume of transactions and how much bookkeeping you want to hand over.
Cleanup Services
Need to get your books ready for your tax professional? We will help set you up for success by reviewing your past books and bringing them up to date. This includes a complete review of your Chart of Accounts, review of liability accounts, clearing up aged A/P and A/R, entering missing journal entries and ensuring all historical transactions have been categorized correctly to produce clean/tax ready books.
Quarterly Bookkeeping
For up and coming micro businesses we offer a quarterly bookkeeping solution to fit your budget. Quarterly bookkeeping includes transaction management and reconciliations completed on a quarterly basis. Income Statements and Balance Sheets to be provided on a quarterly basis as well. Includes Quickbooks Online on training materials and support. *Quarterly bookkeeping is recommended only for businesses with no more than two bank accounts and 25 transactions or less per month.*
Monthly Bookkeeping
Our Full Service "do-it-for-me" solution is perfect for the busy entrepreneur who wants to hand the bulk of their bookkeeping tasks over to an outside professional. Full service bookkeeping solutions provide weekly categorization, weekly A/P processing, monthly invoicing, monthly reconciliations and monthly management reports including the Income Statement and Balance Sheet.
Monthly Bookkeeping Reviews
New in 2023! We are pleased to now offer our Monthly Bookkeeping Reviews. This "do-it-with-me" package is perfect for the small business owner who would like to start small with their bookkeeping assistance. This package offers full review of the monthly books after you have completed the monthly categorization and reconciliation tasks. Quickbooks Online training materials and support is also provided with this package.
Quickbooks Online Training
Not yet ready to hire a bookkeeper but want to learn how to set up and use your Quickbooks Online program more efficiently? We can help! We offer on demand and virtual training sessions to assist you with your QBO pain points and to help you create better workflow to keep your books nice and tidy. Training taught by Quickbooks Online Advanced Certified Proadvisor.
Accounting Softwares
Quickbooks Online training and support by a Quickbooks Online Certified Advanced Proadvisor. On demand and virtual training available.
Financial Statements
Not reviewing your Profit/Loss, Cash Flow, Balance Sheet and other statements periodically can be trouble. By allowing us to prepare your financial statements on a regular basis you will always be aware of the true financial health of your business.
Automation Setup
Get your books automated and spend as little time as possible doing manual data entry. Let us help you connect your bank accounts, setup recurring transactions and create bank rules.