We handle the books so you can focus on business
Reliable & Accurate
You can count on us! Time management is crucial to running a successful business. Have you been spending too much time trying to do it on your own? Or maybe you’ve had a bad experience outsourcing the work. At SOAR Bookkeeping, our clients come first and all work is performed by a Certified Public Accountant (CPA). Now is the time to let experts in the field do what they do best! We offer a variety of services to help keep your books in order while finding ways for you to operate your business more efficiently. Below is a list of services we offer which can be customized to fit your business needs!
Are you behind on your accounting? No worries, we have you covered! Rescue plans are for businesses that have an accounting system setup but are behind on accounting for their transactions. With our rescue plans, we will catch you up, complete a review for discrepancies, and generate an Income Statement and Balance Sheet.
INITIAL ACCOUNTING SYSTEM SETUP:
Whether you’re just starting out or have been in business for awhile, having an accounting system is crucial! Not only for tax purposes, but to determine how well your business is performing. With this service, we determine the best accounting software for your business, set-up your chart of accounts, and configure all necessary settings (including linking bank accounts).
GENERAL BOOKKEEPING & REPORTING
We will handle all the day-to-day transactions, bank reconciliations, sales & use tax filing, general ledger management, and journal entry postings. Included with general bookkeeping is a monthly Income Statement and Balance Sheet.
In need of a little more? With Accounts Payable/Receivable management we will handle all the tedious tasks of making sure you’re being paid on time for services performed and also making sure you are upholding your obligations to vendors. In return, it will free up time for you to focus more on business! Additional reporting is provided with this service.
TAX PLANNING & PREPARATION:
Don’t you just love tax time, because we do! Take the stress away from filing your taxes. This service is offered only to Rescue Plan and General Bookkeeping clients.