Our Bookkeeping Services
We understand bookkeeping isn’t everyone’s cup of tea – but it’s definitely ours! As dorky as it may sound, we love numbers and streamlining processes!
Quickbooks Online
Account Setup
Streamline your bookkeeping process! Our team will configure QuickBooks Online based on your business needs, ensuring accurate recording and categorization of transactions for easy tracking and analysis.
Categorization of Transactions
Organize your financial records! We’ll carefully review and classify each transaction, ensuring they are accurately grouped and labeled for easy reporting and analysis. This will provide you with a clear picture of your financial health, enabling you to make informed business decisions.
Bank and Credit Card Reconciliations
Ensure accuracy and eliminate discrepancies! Our team will meticulously compare your bank and credit card statements with your financial records, flagging any discrepancies. We’ll make the necessary adjustments to ensure your books are accurate and up-to-date, giving you peace of mind and a clear understanding of your financial position.
Accounts Receivable & Accounts Payable Management
Our team will optimize cash flow by ensuring customers are billed efficiently and timely. We will aid in maintaining healthy relationships with vendors by implementing a payment schedule to ensure they’re paid timely.
As I was preparing things for a new accountant at the beginning of 2025, 1 happened to check my chart of accounts and the numbers were a mess. I spent hours trying to clean it up and was just making it worse. Thank God I found Monica Davis. It was tax season, so she was already very busy, but she took on my mess and cleaned it up very quickly. I knew immediately when we spoke on the phone that she was very knowledgeable, trustworthy, and paid extreme attention to detail. My plan originally was just to get everything cleaned up and then l’d take it from there, but honestly, she was just too good and had lots of experience in bookkeeping for businesses. So, I very quickly decided to continue using her services. Her attention to detail has caught many things I missed and her experience has led to many great suggestions on how to track my business better. Monica is truly a pleasure to work with and very kind. She’s even made some videos to help me understand how to track other income along with steps to do it in QBO.
If you are trying to decide who you should use to help with your bookkeeping, I strongly suggest Davis Bookkeeping.
Monica was incredibly patient and guided us every step of the way. She set us up with QuickBooks Online and dove into what felt like an endless pile of receipts and invoices with impressive expertise. Not only is Monica deeply knowledgeable, but she also has a remarkable ability to put you at ease during stressful times. She packaged our business taxes and communicated directly with our accountant, streamlining an otherwise daunting process.
Meeting Monica has truly been a blessing, and I’m confident that her exceptional services will continue to support us for the foreseeable future.
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