If you run a business, you need well organized bookkeeping. That’s it.
Our job is to make sure your books are balanced. In the process, we get to know your business, and help you achieve some goals for growth. Because let’s face it, you’ve got a business to run, and an organized general ledger, balance sheet, invoicing, payroll, keeping up with local, state, and federal regulations, and paying (or avoiding) taxes are probably not why you started your business.
We provide support whether you need a one-time project to get your books caught up or corrected, with or without training to go forward, or you’d like to partner with us for monthly support, we have an option for you! We customize our offerings to provide exactly what you need.
Below are a few examples of monthly packages. For a custom proposal, schedule a free discovery meeting!
A large business doesn’t necessarily indicate the “Full Scale” package. This is where our working partnership shines–in order to make your business successful, we provide only the appropriate services for what your business needs.
If you prefer a more DIY approach and just need some support, we also offer one-on-one training over Zoom. Scroll down to see our options.
Blue Magnolia Bookkeeping
Includes:
| 🏦 | Clean, reliable financials Your books stay organized, accurate, and up to date so you always know where your business stands. |
| 📊 | Clear monthly insights Simple, easy-to-read financial reports help you understand performance and spot trends over time. |
| 🔢 | Confidence in your numbers We regularly review activity and accounts to catch issues early and keep everything consistent |
| 🖼️ | A complete financial picture All your accounts and sales platforms flow into one clear set of records so nothing falls through the cracks |
| 🙌 | Support when questions come up Reach out through your secure client portal whenever bookkeeping questions arise, with optional review calls available when needed. |
| 🧾 | 1099 Management — We’ll track vendors, store W-9s, and handle 1099 filing. |
| 📞 | Monthly Strategy Calls — Review reports and plan for growth with our expert guidance. |
| 💳 | Bill Pay / A/P Management — Keep vendor payments organized and on schedule. |
| 📨 | Invoicing / A/R Management — Stay on top of customer payments with consistent follow-ups. |
| 🏷️ | Sales Tax Filing — We’ll manage filings and ensure compliance. |
With a quick 20-minute discovery call, we can see if our services meet your needs.