Bookkeeping and Controller Level Services

At the heart of a company’s accounting is its bookkeeping. These are the regular tasks a new business owner experiences as they begin to start life as a functioning entity. Paying bills, depositing funds from clients, sending invoices, and closing all of these expenses out at the end of each month. Oftentimes we come across companies that already have a bookkeeping professional and/or process in play but still lack the professional and strategic oversight of a controller-level accounting pro. Enter the concept of bookkeeping and controller services. Accountfully’s solution for customizable, flexible bookkeeping support that allows you to maximize your existing team and establish the baseline required for accessible financial data from which you can make decisions and grow your business. What Is It? We support your regular bookkeeping needs on a scaled-back level. This ranges from bi-weekly support to acting as your controller who supports your existing bookkeeping team. We ensure your work is getting done accurately and on time, and help facilitate an accurate and timely close of the books each month. These services can range from the bookkeeping tasks themselves to just the controller-level oversight and management, depending on your needs. Services and support we most often provide include: ▶︎ Transaction coding within Quickbooks Online ▶︎ Bank and credit card reconciliations ▶︎ Month-end close processes For inventory-based clients: – inventory reconciliations – posting sales and COGS – reconciling sales portals ▶︎ Payroll processing ▶︎ Year-end 1099s and income taxes ▶︎ Sales tax filings ▶︎ We are available to oversee an existing team and can answer questions/provide feedback as needed. ▶︎ We are available to check in every other week, monthly, or on a quarterly basis depending on your business’s support needs.