Bookkeeping Services offered by Zio Bookkeeping
Wondering exactly what bookkeeping services your small business needs? These are three primary services but all packages are tailored to the unique needs of your business and industry.
Monthly Bookkeeping
- A monthly check in on your bank and credit card accounts
- Organize transactions
- Share reports showing changes
Catch-up
- For new businesses or those just starting with accounting software
- Enter and organize transactions from the start of the year through present
- **extremely helpful as we approach year end and you realize business financials are not in order
Clean-up
- Updates to numbers in Quickbooks
- Pinpoint transaction errors
- Reconcile accounts to match the bank balance
Just as no two businesses are identical, the bookkeeping needs of each small business vary. I will work with you to establish a financial plan that is best for your business!
Wait, so what’s the difference between a bookkeeper and an accountant?
I get this question often.
Both an accountant and a bookkeeper are essential members of your support team who provide different services for your small business.
Tax accountant: checks in once each year to file your tax return or help with business structure changes
Bookkeeper: dives into your financial transactions on a monthly basis and provides up-to-date reports to help you make financial decisions throughout the year
