Bookkeeping Services

B3 Financial bookkeeping services offer various options designed to meet your business needs, from simple record-keeping to complex financial analysis. Let us help you automate time-consuming and repetitive bookkeeping tasks so you can spend more time growing your business.

Bookkeeping involves a range of financial duties, from managing operational tasks like payroll and inventory to supporting strategic planning through budgeting and forecasting. These services are tiered to provide scalable solutions as a business grows, ensuring accurate and timely financial management.

Essential

Essential bookkeeping expands upon the foundational tasks of basic bookkeeping by adding more and proactive services. While basic bookkeeping is about recording daily transactions, intermediate services focus on managing key operational areas of a business to ensure more robust and accurate financial management.

Services Starting at $135/month

Here are explanations for each of those bookkeeping and accounting terms:

  • Managing receipts and bills: This involves systematically collecting, organizing, and storing a business's receipts for expenses and bills from vendors. The goal is to create a complete paper or digital trail for all financial transactions, which is essential for accurate record-keeping, expense tracking, and tax purposes.

  • Customized reports: These are financial reports that can be tailored to a business's specific needs, going beyond standard monthly summaries. This allows users to filter data by project, client, or date range, providing a more detailed and granular view of financial performance.

  • Recurring transactions: A feature that automates repetitive income or expenses that occur on a predictable schedule. By setting up recurring transactions, a business can automatically generate invoices for subscriptions or record payments for regular expenses like rent or software subscriptions.

  • Recurring bills: A specific type of recurring transaction that focuses on bills received from suppliers or vendors on a regular basis. This feature allows businesses to schedule and automate these payments, ensuring bills are paid on time without manual intervention and avoiding late fees.

  • Send quotes & estimates: This function allows a business to create and send proposals to potential clients for products or services. A quote is a fixed price, while an estimate is an approximate cost. This is a crucial first step in the sales process that often integrates with invoicing once the work is approved.