Services

We provide a wide range of services

Services we provide

Bookkeeping & Account Reconciliation

We handle your complete bookkeeping with precision, ensuring your financial transactions are accurately recorded and matched. From daily or periodic tracking to monthly reconciliations, we keep your books clean and up to date, so you can confidently make informed business decisions and maintain compliance with financial regulations

Accounting for Taxes

Our accounting for taxes service ensures your financial records and profits are accurately prepared for tax calculation. We focus on optimizing your financial data, helping businesses stay organized and compliant and ensure you’re fully prepared for tax season with accurate reports

QuickBooks Online Account Cleanup

Our QuickBooks Online Account Cleanup service ensures your financial data is accurate, organized, and fully optimized. From reconciling accounts to eliminating duplicate entries, correcting misclassified transactions, and cleaning up Chart of Accounts, we help businesses regain control of their financials.

Financial reporting & analysis

Our financial reporting and analysis services offer comprehensive insights into your business’s financial health. We provide precise reports and thorough analysis of key metrics, enabling you to track performance, identify opportunities, and make data-driven decisions. Let us help you optimize operations and foster long-term strategic growth

Excel-Based Financial Statements

Our Excel-based financial statement services offer affordable, customized solutions for small businesses. Using advanced Excel tools like pivot tables, VLOOKUP, and data validation, we create tailored charts of accounts, trial balances, and financial statements. Enjoy precise, efficient reporting without the cost of expensive accounting software

Business Process Outsourcing

At Books in Order, our BPO services include but are not limited to; Inventory management, Accounting system implementation, Management/Costing reports, Account payable and receivable management, Fixed assets registers management, Preparation of budgets and forecasts, and CFO services

Our Methodology

Step 1

Initial Consultation and Data Gathering

We start by meeting with the client to understand their business needs, challenges, and existing financial systems. During this phase, we get access to prior records, accounting software (e.g., QuickBooks Online), and bank statements. This helps us lay the foundation for a comprehensive financial review.

Step 2

Books
Cleanup

Our process begins by reviewing the chart of accounts, merge duplicate accounts and review bank feeds. We then reconcile all bank, loan accounts to ensure every transaction is accurately recorded, checked for misclassifications, duplicates, and unrecorded transactions.

Step 3

Post-Reconciliation Transactions Management

Once incorrect entries are reclassified, reviewed, and reconciled, and all accounts are checked, we begin posting daily or weekly entries in QuickBooks or other accounting software

Step 4

Facilitating Tax and Loan Readiness

Once all the GL accounts are reviewed, we prepare key financial statements, including the Profit and Loss Statement and Balance Sheet, specifically tailored to meet your unique needs and reporting standards (GAAP), facilitating smooth tax filings, loan applications, and other financial processes

Step 5

In-Depth Analysis and Recommendations

Next, upon request, we conduct a financial and analysis, including year-on-year comparison, ratio analysis, trend analysis, and competitor analysis. Based on these, we report key findings and provide recommendations to help you make well-informed decisions

Books
in
Order