Services

Money is a vital part of your business — without it, you aren’t in business!

But as much as you enjoy running your business, it’s easy to feel a little lost when it comes to the bookkeeping and financial organization.  

Sunstone Bookkeeping helps clear the confusion so you can stay focused on your goals.

 

Have you found yourself thinking or saying any of the following?

 

• I want to get the bookkeeping started correctly for my new business, but I don’t know how.
• I don’t have the time/patience/energy to update the bookkeeping every month.
• I’ve been so busy lately – the bookkeeping is behind and I’m not sure if it’s been done right.

 

Start-Up

Opening a new business is exciting but also overwhelming. So many details need your attention, including getting the financial systems in order.

The team at Sunstone Bookkeeping can take care of your financial start-up details, including:

• Choosing the best accounting software subscription to work with your business management system
• Creating the structure for your financial books, including installing an industry-specific chart of accounts for optimal organization of your transactions
• Introducing efficient workflows for transaction and documentation processing
• Training you or your financial point-person to provide the knowledge to handing ongoing bookkeeping tasks

Contact us and we’ll help you get your business started off on the right financial path.

Ongoing Bookkeeping Services

One thing you’ve probably realized:  the books don’t organize themselves.  Sure, you could take on the task, but you already have so much else on your to-do list that you’d rather not add one more item to it – even an item as vital as financial organization.

Sunstone Bookkeeping offers ongoing bookkeeping services to keep your financial transactions organized, tailored to your business needs:

• Entry and classification of business transactions
• Reconciliation of bank and credit card accounts
• Invoice and bill management
• Loan tracking
• Fixed asset tracking
• Payroll transaction management
• Electronic document storage
• Reports for tax preparation and business performance analysis
• Budgeting and forecasting

Contact us so we can focus on the ongoing financial management so you can focus on growing your business.

Clean-Up and Catch-Up Services

You had good intentions. Time ran away from you, because you’ve been busy running a business. Then, before you knew it, it was tax time AGAIN and now you must spend your weekends getting everything organized.

Or maybe you hired the wrong person who had good intentions but not enough good experience, and now your finances are in an unreconcilable jumble.

Now, it’s gotten to the point that you’re not sure where to start in order to get the books up to date and accurate.

Fortunately, the team at Sunstone Bookkeeping can help you navigate through the chaos.  We can review your bookkeeping file and complete a health check that details any issues.  Then we’ll create a plan to transform your financial data into a resource of reliable information to help you meet your goals.

Don’t let your bookkeeping hang over you like a dark cloud.  Contact us and we’ll help get you on a path to clearer financial skies.