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.
These services are tiered to provide scalable solutions as a business grows, ensuring accurate and timely financial management.
Customize
Customized bookkeeping represents a significant evolution from essential services, transforming from simple transaction management into a high-level strategic function. This comprehensive oversight is less about day-to-day data entry and more about ensuring the integrity of complex financial systems to provide the actionable intelligence a business or person needs to thrive.
Financial System Setup & Maintenance
Setting up new bookkeeping software
Connecting bank accounts, credit cards, and debit cards
Setting up financial software tools
Integrating financial software tool
Document Organization
Maintaining a structured and secure digital filing system
Digitizing and archiving financial records
Generating customer invoices
Organizing financial documents for taxes
Day-to-Day Bookkeeping
Recording daily financial transactions
Managing and posting debits and credits
Maintaining general ledgers and financial records
Managing recurring transactions
Income & Expense Management
Tracking income & expenses for accurate records
Categorizing income & expenses for reports
Matching receipts to digital transactions
Recording employee expense reports
Processing 1099 Contractors
Reconciliations Routine
Monitoring bank statements against internal records
Matching credit card statements to internal records
Identifying account discrepancies
Financial Reporting
Generating Profit & Loss Reports
Generating Balance Sheet Reports
Generating customized reports