Our bookkeeper continues to serve us with expertise and attentiveness. We are grateful for her spirit, knowledge, and patience.
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Case Studies
Kathryn Tarantino,
Genesis Consulting Group LLC
Bill Geraci,
MAGIC Health Insurance Solutions
Check Off Your List has done an awesome job! As with most small businesses, we “wear lots of hats” and are “going in a thousand different directions.” In the midst of all our busyness, COYL is a much needed source of consistency. Recently, we asked for help with some other projects, and COYL jumped right in and started working on them. Our bookkeeper is incredibly talented, with skills beyond just bookkeeping, and is an instrumental addition to our team and company.
Karin Iffrig,
Pickles and Punch
I’ve been using COYL for about 18 mos and couldn’t be happier! Having the team handle the bookkeeping for my business has freed up my time to focus on actually running the business and finding new products/suppliers. And honestly, when I was handling the books myself, I was stressed and frustrated not knowing if I was doing it correctly (turns out, I wasn’t). Having my numbers in order allows me to plan strategically to make better business decisions and grow my business in a responsible way. I’m so glad I made the decision to outsource this portion of my workload to folks who are experts in it!
Services
Monthly Bookkeeping Services
Catch-Up Bookkeeping Services
Payroll Processing
Accounts Receivable/Accounts Payable
Cash Flow Management
Financial Analysis
Tax Preparation Support
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Trusted Partners
What is it like to work with us?
You would be gaining a dedicated ally in the financial well-being of your business. Here’s what you can expect when you decide to work with us:
Dedicated Point of Contact
From day one, you’ll be assigned a dedicated point of contact. This means you’ll have a go-to contact who understands the ins and outs of your business’s financial landscape. Our team members are not just skilled in bookkeeping; they are communicators and problem solvers, ready to assist you with clarity and precision.
Scheduled Call with Expert
Your business deserves more than just email updates. That’s why we offer scheduled calls with our bookkeeping experts. These sessions are an opportunity for you to ask questions, gain clarity, and discuss strategies tailored to your business’s prosperity. It’s our way of ensuring that we’re not just service providers but partners in your success.
Comprehensive auditing
In the ever-evolving landscape of business, staying ahead means being prepared. Our auditing services are designed to do just that. By thoroughly analyzing your financial records, we identify areas of improvement and ensure compliance, providing you with peace of mind and security.
Focus on what matters most
Understanding that your time is best spent on activities that drive your business forward, we take the reins on your bookkeeping tasks. This allows you to concentrate on the needle movers – those strategic decisions and actions that propel your business growth.
Choosing to work with us means choosing a path of less financial stress and more focus on what you do best. We’re here to ensure your bookkeeping is not just a necessity but a strategic advantage, handled with care, professionalism, and a personal touch. Let’s make your business thrive together.
Testimonials
Randy Hendershot
Evolution Advisors
Thank you again for all you are doing for us. Your work is very helpful and much appreciated! Your forward thinking and new ideas help us work well with our clients, which means a lot.
Lisa Ritter
Fair Grove Area Chamber of Commerce
The Fair Grove Area Chamber of Commerce is grateful for the quality work done in a timely manner and always delivered in a highly professional way through Check Off Your List.
We are especially appreciate of the Marketing Team’s collaborative guidance.