Transcript for bookkeeping demo
As a small business owner, you know how important it is to keep your books in order.
And, you understand that maintaining good bookkeeping records takes valuable time and energy away from running your business.
So what do you do?
Hire an accountant?
A part-time bookkeeper?
That could get expensive!
Outsourcing your bookkeeping is an affordable option for small business owners who don't have the time or expertise to manage their books themselves.
Maat Blocks offers bookkeeping services designed specifically for small businesses so that you can focus on doing what matters most - growing your business!
We help clients turn numbers into insights to make better business decisions without sacrificing the valuable time they need to grow their business.
So let's get into the three services we offer: Bookkeeping Basic, Bookkeeping Standard, and Bookkeeping Advanced.
Our Bookkeeping Basic package includes monthly transaction categorizations, bank & credit card reconciliations, generation of financial statements, an overall review of the books for any unusual balances or discrepancies, and payroll journal entries based on your payroll schedule.
Our Bookkeeping Standard package includes all of the Bookkeeping Basic services with weekly transaction categorization, bank & credit card reconciliations, weekly accounts payable and accounts receivable processing, and class and department tracking.
Our Bookkeeping Advanced package includes all of our Bookkeeping Standard package services plus virtual CFO services, monthly financial statements + custom reporting, and monthly advisory.
We are here to help you select which package is right for your small business.
Bookkeeping Basic's frequency is monthly, while our Bookkeeping Standard and Advanced packages have a weekly cadence.
Depending on if you require a daily, weekly, or monthly cadence, your month close date will be the 5th, 10th, or 15th, respectively.
Each month you will receive a monthly report by your closing day, including, Balance Sheet, Profit and Loss, and Statement of Cash Flows.
Before we get started, there are a few things we'll require.
A Xero account. We can set this up for you or migrate you to Xero from Quickbooks.
Access to all bank and credit card feeds.
Access to all bank and credit card statements via our Smart Connect tool.
Any other necessary documentation.
Access to other necessary systems such as Bill.com and Gusto.
Reconciled bank and credit card accounts through the month before the services start date.
Running your business is hard, and if you're like most small businesses, finding the time to manage your books can be a challenge.
Outsourcing bookkeeping services could make managing your business's finances easier.
We're here to provide expert bookkeeping services for your business if you're ready to get started.
For more information on which package is right for your business, please contact us today.