Streamline Your Finances with
Expert
Bookkeeping Services
Save time, reduce stress, and focus on growing your business while we handle the books.
HOW THE PROCESS WORKS
Step 1: Pay the $299 retainer fee.
Step 2: Fill out our detailed intake form.
Step 3: Schedule your consultation (phone or in-person)
Step 4: Discuss your needs and services during the consultation, and receive an estimate for ongoing bookkeeping costs.
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Our Bookkeeping Services Include:
We offer a comprehensive range of bookkeeping services designed to meet the needs of busy business owners like you. Whether you’re looking for help with day-to-day financial tasks or need more in-depth reporting and analysis, we’ve got you covered. Here’s a closer look at what we can handle for you:
Transaction categorization and account reconciliation.
Sales and occupancy tax filing.
Payroll processing.
Accounts payable/receivable management.
Financial reporting and analysis.
Budgeting and cash flow management.
Why Choose US for YOUR Bookkeeping Needs?
When you partner with us for your bookkeeping needs, you’re not just outsourcing tasks – you’re gaining a dedicated team invested in the success of your business. We take the stress of managing financial records off your plate, allowing you to focus on what you do best: growing your business. From transaction tracking to financial reporting, we handle the numbers so you can concentrate on your goals with confidence.
With our services, you’ll enjoy the peace of mind that comes from knowing your books are accurate, organized, and compliant with tax regulations. No more scrambling to meet deadlines or worrying about potential errors. We provide detailed monthly reports to give you clear insights into your business’s performance, empowering you to make informed decisions. Whether you need help staying on top of payroll, managing cash flow, or preparing for tax season, we’re here to simplify your financial processes every step of the way.
More About our Services Offered:
Transaction Categorization and Account Reconciliation
Keeping your books accurate starts with properly categorizing your income and expenses. We ensure that every transaction is recorded in the right category, giving you a clear picture of your financial health. Plus, we reconcile your accounts monthly to make sure your records match your bank and credit card statements, helping you catch discrepancies before they become a problem.
Sales and Occupancy Tax Filing
If your business requires sales or occupancy tax filings, we handle it seamlessly. We stay updated on the latest tax laws and ensure timely submissions, so you can avoid penalties and focus on running your business.
Payroll Processing
Managing payroll can be time-consuming and complicated. We simplify the process by ensuring your employees and contractors are paid accurately and on time, while staying compliant with tax regulations. This includes handling payroll taxes and maintaining precise records for your peace of mind.
Accounts Payable and Receivable Management
Stay on top of cash flow with our support in managing your incoming and outgoing payments. We’ll track invoices, ensure timely payments to vendors, and help you stay organized with customer billing, so you can maintain strong relationships and keep your business running smoothly.
Financial Reporting and Analysis
Gain valuable insights into your business with detailed financial reports that we provide on a monthly basis. These reports go beyond just numbers – they give you a clear understanding of your business’s performance and help you make informed decisions to reach your goals.
By offering these services, we help streamline your operations and provide the financial clarity you need to grow your business. Whether you’re a new entrepreneur or a seasoned small business owner, our team is here to make your bookkeeping stress-free and straightforward. Let us handle the details so you can focus on your vision!
Get Started with Bookkeeping Today!
Ready to simplify your finances and focus on growing your business? Start the process by completing our quick intake form and paying the $299 retainer fee. Here's everything you need to know to get started:
What You’ll Need to Complete the Form
To ensure we have all the necessary details to understand your bookkeeping needs, please gather the following information before starting the form:
Your business name, structure (e.g., sole proprietor, LLC, corporation), and industry/type of business.
Monthly Revenue Range:A general idea of your business’s monthly income.
Current Bookkeeping Practices:Information about any systems or tools you currently use (e.g., QuickBooks, spreadsheets, none).
What Happens Next?
Submit the Form & Pay the Retainer Fee:This one-time fee secures your consultation and covers the initial review of your business information.
Schedule Your Consultation:Once we receive your form, you’ll get a text/email to schedule your consultation at a time that works for you (phone or in-person).
Discuss Your Needs:During the consultation, we’ll review your information, answer your questions, and provide an estimate for your monthly bookkeeping services.
FAQS
Your Bookkeeping Questions Answered
What happens after I pay the retainer fee?
Once you pay the $299 retainer fee and fill out the intake form, you’ll receive a text or email to schedule your consultation. During the consultation, we’ll review your needs and determine the monthly cost of your bookkeeping services.
What does the $299 retainer fee cover?
The retainer fee secures your consultation and allows us to review your business information in detail before providing an estimate. This fee is non-refundable but will be credited toward your first month of bookkeeping if you decide to move forward with our services.
What if I’m not sure what bookkeeping services I need?
No problem! During your consultation, we’ll help you identify the services you need based on your business operations, goals, and challenges. Our goal is to provide customized solutions that fit your unique needs.
Do I need to provide access to my bank accounts?
Yes, secure access to your financial accounts (such as read-only access to your bank and credit card statements) will be necessary for accurate transaction tracking and reconciliation. We’ll guide you through the setup process to ensure your information remains secure.
How soon can I get started?
After your consultation, we’ll aim to start your bookkeeping services within 5-7 business days, depending on the complexity of your needs and how quickly we receive any necessary information.
Can I cancel my services anytime?
We require a 30-day notice to terminate ongoing services. This ensures a smooth transition and allows us to finalize any reports or reconciliations before your account is closed.
Will you work with my tax preparer or accountant?
Absolutely! If you already have a dedicated tax preparer, we’re happy to collaborate with them to ensure they have the financial information they need for accurate tax returns and filings. If you don’t have a tax preparer, no problem – we can handle your tax preparation in-house, providing seamless service from bookkeeping to tax filing, all under one roof.
What should I prepare for my consultation?
To make the most of your consultation, have the following ready:
A summary of your monthly revenue and expenses.
Details of any bookkeeping systems you currently use.
A list of services you’re interested in.Any specific challenges or concerns you’d like to discuss.
Do you offer one-time cleanup services?
Yes, we can provide one-time cleanup services for disorganized or backlogged books. This is separate from our ongoing bookkeeping services and can be discussed during your consultation.
What tools do you use for bookkeeping?
We primarily use QuickBooks Online (QBO) for bookkeeping, as it’s efficient and user-friendly. However, if you’re already using another software and have an established system, we can most likely adapt to your preferred platform to ensure a seamless workflow.
Our Team
Our success is powered by the incredible individuals who make up our passionate and knowledgeable team. We’re proud to be a diverse group of tax professionals, each bringing unique expertise and a shared commitment to guiding you through the complexities of taxes and finance.
Our team includes skilled tax preparers, enrolled agents, and small business consultants with extensive experience in tax preparation, financial strategies, and business support. We prioritize client education, personal attention, and staying updated with the latest tax laws and industry changes to deliver accurate, reliable, and personalized solutions. At HB Financial Group, we’re here to help you achieve your financial goals with confidence and care.
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