MyBooks Bookkeeping Services

How Does Work
To put it simply, MyBooks works it any way you want it to. We will do as little or as much of your actual bookkeeping as you would like.

First, we’ll review all of your accounting and tax requirements. We will then train the appropriate members of your staff.  From there, you can either choose to handle the day to day tasks or send it all to us. When you work with MyBooks, you’re working with more than software.

The software is just a tool to help you connect to the Mybooks staff. Mybooks offers over 35 years of experience in helping businesses save money, obtain capital and prepare for the end of year. We get to know you and your goals and create an integrated system to help you meet them.

Monthly Transaction Posting and Reconciling
1. Posting of all transactions
2. Categorize & Classify transactions to proper accounts
3. Assign expenditures or billable expenses for job costing
4. Reconcile all bank and credit card accounts
5. Verify and cross-check the profit & loss and balance sheet

Reporting
  • Monthly profit & loss
  • Balance sheet
  • Cash Flow
  • A/R Aging
  • A/P Aging
Meetings/Communication
1. Quarterly management meetings
2. Includes unlimited phone calls, emails or texts with your bookkeeper

NO HOURLY RATES - NO BILLING SURPRISES - WE MEASURE SUCCESS BASED ON POSITIVE CLIENT OUTCOMES NOT ON BILLABLE HOURS