Full-Service Bookkeeping

A World of a Difference

Our Clients get personalized and responsive service from dedicated accounting professionals who help to keep their finances on track. We want you to feel confident that your accounting system accurately reflects your current situation so that you can concentrate on the things that matter. 

L-3

Strategic

Planning

L-3

CFO

L-2

Budgeting

L-2

Cash Flow

L-1

Payroll

L-1

Sales Tax

L-1

Income

Tax

L-1

Bill

Payment

L-1

Financial

Reporting

All of our bookkeeping services fall into one of three categories based on the level of skill and training required to perform them.

L-3

  • Strategic Planning - We help you to define strategy or direction for your business, and make decisions on allocating resources to pursue this strategy.

L-2

  • CFO - A Chief Financial Officer helps you to manage financial actions.

  • Budgeting - Prepare detailed financial projections. 

  • Cash Flow - We help you track the cash flow in and out of your business.

L-1

  • Financial Reporting - Detailed and personalized reports.

  • Payroll - Process payroll for your business.

  • Bill Payment - Use of a bill payment system.

  • Sales Tax - Ensure that your business is compliant.

  • Income Tax - Ensure that your business is compliant.

Strategic Financial Reporting Inc. 

- Bookkeeping Service Levels

2020

Support Type

Bookkeeping Service

Bronze Plus

Silver

Platinum

Gold

L-1

Bookkeeping and Reconciling your Checking

L-1

Create all of your Accounting Journal Entries

L-1

Categorize your Expenses

L-1

Reconcile your Software and Merchant Statements with your Bank and QuickBooks

L-1

Real Time Profit and Loss, Balance Sheet, and Statement of Cash Flows (Available 24/7)

L-1

Monthly Email Reports of Work to Date

L-1

24/7 QuickBooks Online Account Access

L-1

Bill Payment System

L-1

Customized Chart of Accounts

L-1

Payroll Plus Support

L-1

Customer Support Management

L-1

Receivables Management

L-2

L-2 Team

L-2

Email Support from your Accountant

L-2

Budgeting

L-3

Tax Preparation Review and Update

L-3

Strategy Review and Recommendation

L-3

CFO

L-3

Cash Flow Support/Communication