Services
Bookkeeping Packages:
ESSENTIALS
For small business looking for simple and accurate bookkeeping solution designed to free up owners to run their business
Weekly Bookkeeping
- Accounts payable
- Credit card purchase transactions
- Bank/credit card reconciliations
- Deposit posting
- Customer invoicing
Monthly Bookkeeping
- Structured month-end close
- Account reconciliations
- Customized finance reports
- Balance Sheet
- Profit & Loss
- Monthly budget analysis (if applicable)
- General Ledger
GROWTH
For small to mid sized businesses that need controller support to make their financial statements more meaningful and to support sound financial decisions.
Essential Services PLUS:
- Additional Accounting Support
- Revenue recognition
- Commissions tracking
Analysis & Forecasting
Next-level support for those who are looking for true financial consultation. Our experienced staff at Sacramento Bookkeeping With Integrity will customize your financial reporting and management dashboard to provide the visibility you need to manage your business. We will help build and maintain a financial forecast to help you understand your future cash flows so you can make informed decisions. Recurring services include:
- Financial review meetings (set monthly time)
- Financial reports and management dashboards
- Financial forecasting, up to date
Weekly Bookkeeping
Our team at Sacramento Bookkeeping With Integrity will take care of the bookkeeping so you can focus on running your business. Recurring services include:
- Accounts payable
- Credit card purchase transactions
- Bank transactions
- Payroll journal entry
- Customer invoicing
- Deposit posting
Monthly Accounting
Sacramento Bookkeeping With Integrity implements and maintains a structured month-end close process to ensure the accuracy of the balance sheet and income statement. You meaningful financial statements will be delivered to you on a monthly basis so that you can understand the health of your business. Our monthly services include:
- Structured month-end close
- Account reconciliations
- Customized finance reports
- Balance Sheet
- Profit & Loss
- Monthly budget analysis (if applicable)
- General Ledger
Elder Care
As a cherished member of your family gets older, they may need help with some of their financial tasks such as paying monthly bills and balancing their checkbook.
You could help take care of their financial tasks yourself, if you have time and live close, but if you do not, you may want to consider hiring a professional to help.
You and your loved one will be kept informed of every step we make, that way you will always know that your family is being well taken care of by our honest and knowledgeable bookkeeping team.
Whether your loved one needs a little help, or is no longer entirely independent, here are the areas Sacramento Bookkeeping With Integrity can help:
- Review and pay household bills
- Record keeping
- Assistance with check writing
- Checkbook balancing
- Track account balances
- Reporting to you the bills paid, account balances and any unusual activity on account(s)
Strategic Debt Elimination for Homeowners & Real Estate Investors
A smart, specific guidance for finding savings opportunities unique to each user.
Sacramento Bookkeeping With Integrity is proud to offer a FREE analysis for strategic debt elimination.
Using four cornerstone principals, our strategic debt elimination service can help you achieve your financial goals through interest cancellation and wealth-building, helping you to make your money work harder.
- Interest Cancellation
- Strategic Payoff
- Time Value of Money
- Money Merge Software
You can save time and interest on nearly every debt you have, making your money work smarter, with your existing income. With the strategic pay off method, it takes the guesswork out of which loan to pay off first.
To receive your FREE analysis to see if this program can help you,
Payroll
Is payroll taking up too much of your time? Not feeling confident that all of you payroll reports are what they need to be? Sacramento Bookkeeping With Integrity has experience in processing payroll for companies of all sizes. Let us help you with the day to day complexities of your payroll administration.
QuickBooks Set Up
Although QuickBooks is designed for the average person to understand, the initial set up and installation must be done correctly in order for future information to be accurate. All information necessary to set up manual accounting records is also necessary to setup and install QuickBooks in the middle of the year. Which accounting method will you use? What chart of accounts will you need for your business? How do you handle beginning balances? We can help you get set up and provide training for your employees to enhance their performance in use of QuickBooks online.
As will any new software program being implemented, installation and training take time, and can take time away from your business. Here are some of the things Sacramento Bookkeeping With Integrity can help you with during QuickBooks set up:
- Help evaluate your accounting software needs
- Recommend software
- Set up your chart of accounts
- Set up your accounts receivable
- Set up your accounts payable
- Determine your QuickBooks start date
- Load your chart of accounts and balances as of that starting date
- Enter your outstanding accounts receivable and accounts payable details as of your starting date
- Entering ending bank statement balances
- Enter outstanding checks and deposits in transit as of your starting date
- Printing trial balance as of your start date and compare with your old system
- Enter transactions since your starting date in QuickBooks
Ongoing Services:
- Follow up training to ensure client is on track
- Monthly, quarterly or annual review of client QuickBOoks data to assist in management reports for your CPA
Buy QuickBooks and Save
You can save up to 20% on the most recent version of QuickBooks.
To help you determine which product is right for you, see the product descriptions below. Still unsure, reach out and we can help you determine which QuickBooks product is best for you.
QuickBooks Simple Start
QuickBooks Simple Start is suited for startup businesses and the most basic of all plans. Simple Start gives access to a single user, and meets basic bookkeeping needs.
- Capture and organize receipts
- Custom invoices & quotes
- Reports & Insights
- Progress billing
- Track Goods & Services Tax
- One user; plus your bookkeeper/accountant
- QuickBooks Essentials
The Essentials QuickBooks program is designed for service based businesses who invoice for their time.
- Capture and organize receipts
- Custom invoices & quotes
- Reports & Insights
- Progress billing
- Track Goods & Services Tax
- Manage bills & payments
- Track employee time
- Three users; plus your bookkeeper/accountant
QuickBooks Plus
QuickBooks Plus is ideal for businesses that sell both products and services. Track inventory costs and quantities, create purchase orders, and profitability.
- Capture and organize receipts
- Custom invoices & quotes
- Reports & Insights with more detail
- Progress billing
- Track Goods & Services Tax
- Manage bills & payments
- Track employee time
- Recurring transactions & bills
- Inventory tracking
- Project profitability tracking
- Manage 1099 contractors
- Acepts credit cards
- Budgeting
- Five users; plus your bookkeeper/accountant
QuickBooks Advanced
QuickBooks Advanced is ideal for growing business with complex workflows.
- Capture and organize receipts
- Custom invoices & quotes
- Reports & Insights
- Progress billing
- Mileage tracking
- Data sync with Excel
- Track classes & location
- Track Goods & Services Tax
- Manage bills & payments
- Track employee time
- Recurring transactions & bills
- Inventory tracking
- Project profitability tracking
- Budgeting
- Twenty-five users; plus 3 bookkeeper/accountant seats