Services Offered

Proffessional Services Offered

At My BookRecords we aim to provide the highest level of financial services for our clients so that they can focus on growing their business. My BookRecords offers a wide variety of financial services. Our services are truly client centered. Below is a list of services you can choose and pick from or we can also provide complete financial services. We work both with the online and desktop version of QuickBooks. If you have any questions or are interested in working with us don't hesitate to contact us. We look forward to hearing from you.

Accounting Services

For small businesses and self-employed individuals, the outsourcing of their accounting tasks can save both time and money. Our staff is accredited and trained in overseeing the books. We will generate a high level picture as well as comprehensive reports so you can focus on making informed financial decisions that help your business grow. My BookRecords supports scalable accounting so your company can quickly grow without having any lag in your accounting services. As part of this service we will:

Renconcile checking, savings, credit cards, and loan accounts
Do general ledger maintenance
Review account payables
Review account receivables
Handle the books, records, and tax filings
Complete a Chart of Account set up so you can review account payables
Generate monthly financial statements (Profit and Loss and Balance Sheet)
Monitor bank accounts to identify potential shortfalls or concerns before an overdraw or other problem occurs
Generate an income statement
Provide customised management reporting
24/7 Support & Maintenance

Periodic Bookkeeping

Keeping your books up to date helps gain insight into the current financial status of your company. It also helps reduce the time spent tracking down strays and allows you to see potential shortfalls early. With this service you can sit back and relax while we audit, record, and, if necessary, create a set of systematic records that you can easily understand. Just send us your relevant financial documents and we do the rest. We accept paper statements, online records, or both. We can also provide our bookkeeping service both in print and over the web. Based on your needs, this service can be provided weekly, monthly, and/or yearly. As part of this service we will:

Identify lost transactions, checks, and/or deposits
Reconcile checking, savings, credit cards, and loan accounts
Audit your books and determine if previous bookkeeping was done correctly
Review your transactions for the year
Clean up stray entries
Update your general ledger
Generate a balance sheet
Create a breakdown of your expenditures and revenues for detailed analysis

Tax Services

We understand effective and comprehensive tax services are vital to your company. At My BookRecords we ensure your company's taxes are filed in compliance with tax laws and regulations. We work proactively with you to understand your company and help you strategize to optimize. Please note that based on the tax and your company's needs, tax services can be provided monthly, quarterly, and/or yearly. Our tax services include:

Sales tax
Franchise tax
Income tax record preparation

QuickBooks Training

Whether you are new to QuickBooks or have specific QuickBooks questions My BookRecords provides one-on-one training sessions. Just send us an email or contact us via phone and we can set up a session. We can work with the Online or Desktop version of QuickBooks. Some examples of what we can do are:

Help you customize QuickBooks settings that align with your business tasks
Set up a Chart of Account
Teach you how to do payroll, reconciliation, track sales, and payments

Clean-Up Services

Maintaining historical financial data clean, organized, and free of errors is important. It helps provide a solid picture of the company's financial status so you can plan revenue, budget, and more. We take away the stress that comes with categorizing transactions, reconciling accounts, and digitizing records. As part of this service we will:

Reconcile bank accounts
Update/create the general ledger
Set up a chart of accounts
Categorize records
Create comprehensive historical report