You love what you do. We love balancing books. Bookkeepers do exactly what it sounds like: they keep the books. Keeping track of the money that flows in and out of your business is essential. Tracking and monitoring daily business spending and income can be tedious, and if you aren’t careful, it can be easy to lose track of your accounts receivable, accounts payable, and financial goals. At Adam Valdez CPA PLLC, we offer bookkeeping services to help your business run smoothly and let you do more of what you love!
What is Bookkeeping?
Bookkeeping is a process wherein you track all of your incoming and outgoing transactions. This process allows you to clearly see where you are spending money, how much money you are owed, and what your typical spending patterns are. Understanding these spending patterns can help you plan for future growth, adjust your budget, and cut out excessive or unnecessary expenses.
Bookkeeping also allows you to track where you can take deductions so you get to keep the greatest amount of your hard-earned money come tax time. Keeping track of your expenses and categorizing them properly is essential to ensuring that you are getting the maximum deductions. Monitoring your expenses on a regular monthly basis allows you to be prepared when it is time to file your taxes.
What Gets Monitored?
All of your financial transactions are monitored. We will keep track of all incoming and outgoing transactions for your business, monitor and manage your accounts receivable and accounts payable, and reconcile all of your accounts.
At Adam Valdez CPA PLLC, we look at your business’ financial situation in its entirety. With this information along with understanding your spending patterns, we make both short-term and long-so that you do not lose money.
Why Should I Hire a Bookkeeper?
Hiring a bookkeeper will help you save time and money. If your bookkeeping duties cost you too much time or your business has multiple transactions flowing in and out of your accounts, a bookkeeper will be a great asset to your team. We will help monitor your accounts and get you closer to your financial goals. Bookkeepers help with:
As a part of our bookkeeping services, we also provide QuickBooks setup and assistance. QuickBooks is a powerful bookkeeping tool that will help you track and monitor all of your income and expenses and help you estimate the taxes you owe. However, if you’re unfamiliar with the software, it can be difficult to navigate. Our set up and assistance services will help you learn how to take full advantage of the program so that you can track, monitor, and categorize the money moving in and out of your business.
Industries we frequently serve:
We will make your business’ financials easier to track so you can reach your financial goals faster. Call Adam Valdez CPA PLLC today at (210) 648-5500 to schedule your free initial consultation.