Full charge means we run your books from start to finish. We can step in with no training, get you current, and keep you there, so your financials are accurate all year and not just at tax time.
What we take off your plate
- Invoicing and customer billing
- Paying the bills
- Payroll management
- Bank and credit card reconciliations, every month, against the statements
- Categorizing the transactions that come in through your bank feed
- Checking the mail, entering the bills and taking customer payments to the bank
- HR support and help choosing insurance
If it is not on the list, ask. Our goal is to help your business grow.
How we start
- Get your books current. If you are behind, we work through the backlog in order, reconciling as we go.
- Fix the foundation. We review your chart of accounts and the layout of your financial reports, and change what is not working.
- Lay out income and costs so they tell you something. A builder, for example, might want income from remodels shown separately from new construction.
- Take over the day to day. Everything is posted to the correct account from then on.
Monthly reports you can read
We do not just hand you a Profit and Loss. We walk you through what it is telling you: your margins, your trends and the story behind the numbers.
When owners call us
- Their current bookkeeper or accountant has fallen behind
- They are not getting monthly financial reports
- Sales tax filings are past due
- They are frustrated doing the accounting themselves when it is not their expertise
Next step
Call (207) 619-2065 or contact us. We work with small businesses in South Portland, Portland, Scarborough, Cape Elizabeth, Westbrook and Falmouth, and across Southern Maine. If you only need help with part of this, see Part Time Bookkeeping.