There’s No Better Time Than Now to Take Advantage of Our Bookkeeping Expertise
Services
What We Can Do For You
OMNI Bookkeeping offers you a boutique-style bookkeeping service from someone who genuinely cares about your success. We may customize services to your individual needs, or provide them as part of a package.
Manage bank feed
Accurate and categorized bank reconciliations to help you monitor your cash flow with a personalized Chart of Accounts for your specific industry.
accounts payable
Processing all vendor bills that your company receives. Keeping track of payment deadlines and early payment discounts.
financial statements
Monthly and Year-End
Profit & Loss, Balance Sheet and Cash Flow Statements to share with your tax preparer.
accounts receivable
Creating invoices, sending them to customers, providing statements, and assisting in collections is all part of the A/R services provided.
Packages
No two businesses are exactly alike. We customize and structure our prices to fit your business needs.
MONTHLY SERVICES
- Classify and Code Transactions
- Reconcile Bank Feeds
- AP/AR
- Provide Monthly Financial Statements
- Monthly Video Consult
- Annual Reports for Tax Prep
- Coordination with your Tax Professional
- QuickBooks Online Subscription
QUARTERLY SERVICES
- Monthly Reconciliation of Bank Feeds
- Quarterly Financial Statements
- One Hour, Quarterly One-on-One to Review Financial Statements
- Annual Reports for Tax Prep
- Coordination with Your Tax Professional
ADDITIONAL SERVICES
- Historical Clean Up / Catch Up (Full Diagnostic Review)
- Initial Set-Up in QBO or Conversion from Previous Software
- Payroll (Provided by QBO or a 3rd Party)
- Custom Financial Reports for Bank Presentations
- Set-Up of Receipt Management Tools and Cloud-Based Document Management
- Forecasting Analysis
- Issue 1099’s (annual filing)
- Money Mapping
- Goal Mapping