S.O.S. Rescue (Simplify + Organize + Support)
Need a bookkeeping rescue? Just send us all the documents you have and leave the hard part to us. If you procrastinated, or in a bit of a crisis, that’s okay! We get it, we've seen it all – and you’re not alone. The good news is there's still a way to get it all together without going crazy. Your Bookkeeper On Call is here to help.
Includes:
Your YBOC bookkeeper will work with you to get cleaned up and organized by: • gather all financial documents, such as bank statements, etc. . • Quickly inputting your sales, fees, refunds, and expenses directly from your Etsy, Shopify and e-commerce websites. • Entering your sales & fees from other sources, like PayPal, Stripe, Square and Venmo • Ensure that your records correspond to the actual amounts, reconcile your bank accounts, find any mistakes and fix them. • Remove any outdated or inaccurate past transactions by deleting or archiving them. • Creating the final documentation you need for doing your taxes or handing over to your accountant Next, we will empower you to keep your books updated day by day through: 1. Putting as many of your day-to-day financial systems on automation. 2. Digitizing Centralize Management of Source Documents in an organizational system. 3. provide operating checklist. targeted towards keeping you stay clean and updated moving forward. 4. provide ongoing support to assure smooth bookkeeping process.
All Hot Messes Welcome!
Do you feel like you don’t have enough time or you’re overwhelmed when it comes to bookkeeping? Have you waited all year and don’t have time to pull things together to send to your tax preparer? Are your books so messed up you don't know where to begin to fix the problem? If you are experiencing… • Struggles with cash flow • Feeling in the dark about your business’s financial health • Getting fined penalties by the IRS • Losing important financial records • Missing out on tax deductions and credits • Playing catch up during tax season …these are clear signs that your business needs a bookkeeping rescue!
Get Back On Track
What if you could hand over the task of updating a whole year or more worth of financial transactions to a silent partner? What if you had an accountant friend who would create a checklist for you, so you knew exactly what to do moving forward? We have helped so many business owners turn their hot messes into a clean set of books in just a few short sessions. Just send us all the documents you have and leave the hard part to us. We identify the problem(s) in your bookkeeping and stop further damage by establishing a clean system moving forward. The result will be a polished set of books with all the reports you need in order to know how your business performed financially in 2023, along with everything you need to complete your tax returns, and a plan for how to maintain the books for the future. With this program, time is usually of the essence with a tax deadline, audit or other emergency situation. So a plan is devised to get the results you need in a relatively short turnaround time. When we're done you will have complete & accurate 2023 financial records for your business! As well as readiness to DIY your taxes or to hand over your documents to your trusted tax preparer, a highly organized bookkeeping process and filing system, with the tools and support to maintain them. If you procrastinated this year when it came to your bookkeeping and you're ready to play catch up - let's get started!