“Dina came highly recommended. After my first meeting with her, I agree. She and her team are professional, responsive, pays attention to details, and has experience with my industry. She put me at ease and made me feel comfortable delegating my bookkeeping to her. Now I'm relieved to have an expert take care of it for me so I can focus on other parts of the business.”
“It’s hard to make good business decisions when your books are a mess. Dina was competent and experienced. She gave me peace of mind by helping me know where my business was at, and by eliminating frustration and bringing me clarity. Working with Dina’s team has made us more successful.”
“My bookkeeper retired. I tried another large organization for the service and found it was time-consuming and pricey. When I met Dina, her knowledge of working with CPAs, experience, capabilities, and highly efficient processes made it a no-brainer decision to switch. She took charge of the transition. I went from overpriced sloppy books to very accurate books at a decent price. She saved me significant amounts of time, stress, and money.”
“In my line of work, regulatory compliance is key. Doing everything myself made it challenging to get invoices done on time After working with Dina’s team, my billing cycles are automated, payroll is efficiently organized. What used to take 3 to 5 months, gets done almost immediately, reports are on time, and people are paid timely. My trust and confidence are restored knowing my finances are under control.”
This could be you. We're happy to discuss your business on a free initial consultation call. Learn about our bookkeeping services and bookkeeping solutions. We'll handle your financials so you can get back to doing what you do best for your business. And gain valuable time back in your life.
“Top notch service. 100% trustworthy relationship. Straight forward, confident, very organized. Since delegating my bookkeeping to Dina and team, I sleep better and have more time for my family because I no longer have to worry about anything! Plus with Dina’s support, I have more confidence in other business deals too!”
The Basic Level is perfect for small businesses that need to keep track of income and expenses and want to do much of the data entry themselves. Just the Basics Bookkeeping provides a monthly review of transactions and advises clients on proper protocols for entering customer invoices, bills, and other expenses.
Subscription paid for by client.
Bank and credit card reconciliations and monthly financial reporting.
Financial statement review with owners and managers.
How to use and sync third-party apps with software if needed.
Interactive is great for the business that wants more detail about their performance and who also wants to outsource more of the work for bills, invoices, and collections. In addition to the services offered by Just the Basics, Interactive provides these additional benefits:
Everything included from The Basics, above.
Based on QuickBooks Online Plus (subscription paid by client) or QuickBooks Desktop (Pro, Premier, or Enterprise (client software, in a hosted environment paid by client).
Includes recurring customer invoicing, bill, bill payment, and merchant processing assistance/maintenance.
To meet client specific requests.
Setup and assistance on how to handle.
Financial statement review with owners and managers.
Training on how to use specific features of the software.
Bookkeeping based on QuickBooks Online Plus, QuickBooks Desktop (Pro, Premier, or Enterprise) (client software, in a hosted environment paid by the client). Hands Off is perfect for a business that wants to outsource the vast majority of its bookkeeping functions and wants to benefit from the expertise of trained professionals to evaluate the health and performance of the business regularly. With Hands Off, our team will develop key performance indicators (KPIs). Hands off includes:
Everything included from Interactive, above.
Develop KPI’s and offer advice based on results.
Payroll assistance/submission using third party payroll service.
Create and send 1099/1096 to Independent contractors and IRS.
Sales Tax form preparation
(Only when invoiced through QuickBooks)
(Only when using the bill feature in QuickBooks)
Detailed Expenses and Cost of Goods Sold analysis monthly.
Monthly Revision with company owners Onsite, Remote and/or at our office.
For owners and staff.
All software subscriptions paid for by client.
Please take time to explore Work Smart Bookkeeping service packages. If you're ready, schedule a discovery call with our team.