Services

WHY WORK WITH US?

We provide monthly services and bill a flat rate each month based on the engagement’s scope of work.  The ultimate goal is to be ready and fully compliant at tax time, which will save you money! 

 After scheduling the no-cost consult…

 What to Expect

 During the complimentary consult we want to learn about your business and your bookkeeping needs. We will ask a few questions to determine if we’re a good fit.  If moving forward, we will request Accountant Access to your bookkeeping file for a brief look at it’s status, or we will request your previous three month statements.  At this point we will either discuss a diagnostic review of your books be performed, or we’ll provide a written proposal with engagement letter defining the scope of work for monthly services. 

We specialize in bookkeeping services. We stay in our lane. We do not provide tax advice, we do not audit financial reports or file taxes on behalf of our clients. We will work with your tax professional for ease at tax time. 

MONTHLY BOOKKEEPING

For business owners that want their time back by outsourcing a bookkeeper! We offer the following services:

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Record and categorize transactions

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Reconcile bank, credit card, loans and other liability accounts

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Manage your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, and Accounts Receivable

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Routine conference call to go over your financial statements & discuss any questions/ concerns you might have

catch up/clean up

This is for you if you are behind in your bookkeeping and you need help catching up. Catch up/clean up services include:

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Review and assess current books

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Record and categorize all sales and expense transactions

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Reconcile bank, credit card, loans and other liability accounts

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Routine conference call to go over your financial statements & discuss any questions/ concerns you might have

BOOKKEEPING SETUP

For business owners that want their time back by outsourcing a bookkeeper! We offer the following services:

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Accounting software setup and training with QuickBooks Online

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You will need a QuickBooks Online subscription

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Customized chart of accounts customized to your industry and business type

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14 day support on bookkeeping through email

At prime profits bookkeeping, our goal is to empower our clients to achieve success by taking care of their finances.

We believe numbers should work for you, not against you, which is why we provide custom solutions and expert advice to help you make informed financial decisions that lead to long-term growth.

We understand that running your business takes focus and dedication, and it’s why we’ll always operate with your best interests in mind and collaborate with you to provide actionable data and insights that help you stay on track.

Contact Us

(816) 209-7855

primeprofitsbookkeeping@gmail.com

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