Services
Good business management starts with a great team!
Monthly Services
- All work done in your QuickBooks Online
- Categorizing/Coding transactions
- Reconcile bank, credit card and loan accounts
- Transactions with attached documentation
- Financial Statements
- Goal tracking
- Recorded video and/or phone call, monthly
Consulting Services
- File migration (QB Desktop to QB Online)
- Chart of Accounts Set Up or Cleanup
- Diagnostic with video report of findings
- Monthly or Quarterly check-up of DIY books
- Special projects (Budgeting, Benchmarking)
- Segregation of Duties Policy Assistance
Additional Services
- Accounts Receivables oversight
- Accounts Payables oversight
- Sales tax reporting, calculation and filing
- Payroll oversight
- Profit First style system set up and oversight
- Human Resources assistance
- Administrative Duties Systems Set Up
Bookkeeping services are customized to your needs.
We provide monthly services and bill a flat rate each month based on the scope of work.
We will never ask for your logins (see box below).
We specialize in bookkeeping services. We do not provide tax advice, we do not audit financial reports or file taxes on your behalf. We will work with your tax professional for ease at tax time, if needed.
We appreciate our clients and thrive on their success!
Regardless of the size or success of your business, all of our clients are valued & respected equally.
- Private client portal within accounting platform
- Private, secured document storage portal outside accounting platform, for sensitive documents, as well as written client & bookkeeper communication.
- Monthly Financial Reports walk through via recorded video or Zoom Meeting
- End of fiscal year, tax preparation & work with your tax preparer
- Building a great relationship to further our passion, our businesses.
- Shear Bookkeeping maintains high integrity and moral standards which includes strict confidentiality both professionally and personally.
YOUR FINANCIAL SECURITY IS OUR TOP PRIORITY
Shear Bookkeeping Solutions NEVER requires YOUR log-in or PIN numbers to access your bank accounts.
We NEVER have access to your money. We do not transfer funds, write or sign checks.
We utilize Accountant Access, also known as View Only Access, to retrieve financial statements. Please talk to your bank liaison about the benefits of providing this limited access and other security measures.
We recommend you have a separate Bookkeeper and Tax Preparer. It’s good business practice to have two sets of eyes on your side, when it comes to your financial records. This is a good way to catch any errors or suspicion of fraudulent activity.
Shear Bookkeeping Solutions operates under strict guidelines and encourages all of our clients to utilize internal controls for the prevention of theft. We can provide written and verbal help with this, but ultimately it’s every business owners responsibility to maintain and implement procedures.
