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.

Basic

Basic bookkeeping is the foundational process of meticulously recording and organizing a business's daily financial transactions. This level of service ensures accuracy and provides a clear, up-to-date snapshot of a company's financial position, which is essential for both internal management and tax preparation.

Services Starting at $175/month

Financial System Setup & Maintenance

  • Setting up new bookkeeping software

  • Connecting bank accounts, credit cards, and debit cards

Document Organization

  • Maintaining a structured and secure digital filing system

  • Digitizing and archiving financial records

Day-to-Day Bookkeeping

  • Recording daily financial transactions

  • Managing and posting debits and credits

Income & Expense Management

  • Tracking income & expenses for accurate records

  • Categorizing income & expenses for reports

Reconciliations Routine

  • Monitoring bank statements to internal records

  • Matching credit card statements to internal records