Bookkeeping

Know your numbers

So busy running your company that your numbers are a mess? We can help!

We get it, your company is growing and you don’t the time or attention to focus on what your numbers are telling you. You might even be the one entering in the data and reconciling (in between everything else you have to do!)

It is time to know your numbers.

It is time to know where you money is.

It is time to have money freedom.

 
 

Bookkeeping Assessment

The Assessment is designed for emerging organizations and entrepreneurs who are ready to scale up and want to trust their numbers.

  1. The Pivot Bookkeeping team will do an extensive review of your bookkeeping. We’ll discover where your processes are disorganized or unattended.

  2. We’ll provide an estimate and scope of work based on what we find in order to help you clean up your books and get set up for sustainable future growth and success.

  3. You can then allow our team of certified financial experts to keep up with the books on a weekly or monthly basis.

 

Renovation & Setup

If you need to move from your trusty spreadsheet to a true accounting system, we are here for you! We can setup your QuickBooks Online file, sync your banks and get your books current.

If you already have your numbers in QBO but they need some work, we got you! Once we've completed the Assessment, if any areas of improvement were found, our skilled team can work behind the scenes to get your accounting records current and accurate. This maintains your current operations while eliminating any areas of concern.

Renovations average 2-4 weeks. Our certified bookkeepers will work behind the scenes to get your numbers current and accurate.

 

Bookkeeping

Once your books are setup properly, our team will keep them clean, accurate and current.

We provide weekly and monthly coding options to meet your needs.

Our weekly services start at $850/month and include:

  • Weekly coding of bank and credit card transactions

  • Accounts reconciled by the 10th of the month

  • Financial reports to include: AR, AP, Profit & Loss, and Balance Sheet

  • Up to 3 custom month-end adjustments

Our monthly services start at $600/month and include:

  • Monthly coding of bank and credit card transactions

  • Accounts reconciled by the 15th of the month

  • Financial reports to include: AR, AP, Profit & Loss, and Balance Sheet

  • 1 custom month-end adjustments

Additional Servcies Include:

  • Payroll Processing

  • Accounts Payable

  • Accounts Receivable

  • Discounted QuickBooks Software Subscription

All bookkeeping services are provided by QuickBooks Certified Bookkeepers. Clients are assigned a US based Account Manager to work with.

 

Today May Be Very Busy, But Tomorrow Is Still Coming

You can keep doing things the way you’ve been doing them — but small companies and big companies don’t operate the same way.
You may be doing everything you can just to manage your current load, but that doesn’t mean your books are suddenly going to get more organized in the meantime.
It’s not something you want to put off for very long. 

Right now, you can get ahead of financial issues by getting clean books now.
You may not know what you need, or how to ask for help, but that’s no problem. We know what to do, and we can help.
Today, you can choose to experience smooth sailing as you grow instead of crashing on the shore in the months or years ahead!