Our bookkeeper continues to serve us with expertise and attentiveness. We are grateful for her spirit, knowledge, and patience.
Simplify Your Finances, Amplify Your Revenue
Our QuickBooks certified bookkeeping assistants surpass data entry and customize your accounts to optimize your company’s financial data, so you can make business decisions with current, accurate financial statements. Our online bookkeeping services allow you to focus your expertise on clients, services and/or products without sacrificing the attention to detail needed to produce your financial statements. Together, we raise your bottom dollar, and prove it in the numbers!
Our range of Services includes, but is not limited to:
Monthly Bookkeeping Service
- Bank reconciliation
- Expense categorization
- Payroll Processing
Payroll Processing
- Ensure timely and accurate payments
- Streamline payroll management
- Correctly calculate withholdings
Cash Flow Management
- Expert oversight of financial inflows and outflows
- Help maintain a healthy cash balance
Catch Up Bookkeeping Service
- Organize and reconcile financial records
- Bring data up to date, no matter how far behind they are
Accounts Receivable/Payable
- Manage incoming and outgoing payments
- Timely billing and expense tracking
Financial Analysis
- In-depth evaluations of your financial data
- Actionable insights to drive strategic decision-making
Monthly Financial Consultation
- Personalized insights
- Strategic advice
- Meet your financial goals
- Optimize your business performance
Process Sales/CAT Taxes
- Accurately calculate tax obligations
- Avoid penalties by filing on time
Tax Preparation Support
- Streamline the filing process
- Ensure accuracy
- Comply with all regulations
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.
Check Off Your ListOnline Bookkeeping Certifications
U.S. Based Support You Can Trust
For one low monthly price, Check Off Your List provides you with a dedicated account professional. Your bookkeeper works virtually, accessing your bookkeeping software online, handling everything from payroll to profit and loss. If you don’t already have QuickBooks Online, we can set that up for you, too.
The virtual bookkeeping services at Check Off Your List help you keep tabs on your cash flow, providing you with the financial reports you need when you need them. Our services are perfect for small business owners and our monthly packages can be customized to fit your needs. Let us handle the bookkeeping and balance sheets while you focus on what you do best.
Testimonials
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!
Ready to check off your list?
Schedule a free consultation to learn more about our services.