Get expert CFO help with budgeting, analytics, and more. Learn More >

Outsourced Bookkeeping Services

The first step is admitting you can’t do everything on your own. Stick to doing what you are good at and outsource the rest.

The expert accountant

The computer experts say “Junk in – Junk out” applies to bookkeeping. We see many accounting issues when input is done by someone other than a trained professional. Don’t cheat yourself out of deductions! 

The Expert Accountant Accounting Issues

Making bookkeeping easy for our clients

Income Statement And Balance Sheet

We can do it for you

  • Entering your transactional data into accounting software
  • Reconciling your bank accounts and other balance sheet accounts
  • Preparing/printing your standard accounting reports such as the income statement, balance sheet and aging reports
  • Recording expenses
  • Organizing receipts
  • Paying for everyday expenditures
  • Printing checks (to be signed by another person)
  • Recording forms of income
  • Verifying deposits and other transactions
  • Billing clients directly
  • Managing past-due accounts

Bookkeeping services

Many 

The Expert Accountant | CPA Services

Certified Pro Advisors

Your dedicated QuickBooks Pro Advisor will record and deliver all of your day-to-day transactions with the accuracy only a trained professional can deliver.

The Expert Accountant | CPA Services

Accounts Payable

Your accounts payable optimizes your working capital, enables greater savings for the business and helps improve supplier relationships.

The Expert Accountant | CPA Services

Accounts Receivable

Your accounts receivable is responsible for your cash flow, which you use to pay your debts, grow your business, and uncollected profits.

The Expert Accountant | CPA Services

Payroll

Our payroll specialist will ensure employees receive their paycheck on time with the correct deductions and withholdings to maintain healthy employee relations and all legal compliance.

The Expert Accountant | CPA Services

Banking

Bank account integration means your financial accounts are always up-to-date. Benefit from real-time reporting which has an immense impact on business performance.

The Expert Accountant | CPA Services

Monthly Reporting

Monthly financial reports allow you to make timely decisions regarding your business. These reports are the foundation for you to build business success on and something you deserve as a business owner.

Bookkeeper | CFO | CPA - Which do I need?

Unsure whether to hire an Bookkeeper or CFO or a CPA? Here’s the difference between the three.

CFO

support
  • Prepares company financial statement
  • Analyzes cost of operations: assess risks and implements controls
  • Prepares adjusting entries for month end
  • Drives strategy by aiding business owner in understanding the impact of financial decisions
  • Prepares monthly, quarterly, annual internal tax filings

Bookkeeper

support
  • Records financial transactions
  • Completes payroll
  • Produces invoices
  • Pays bills
  • Maintains and reconciles general ledgers and historical accounts

CPA

support
  • Preparation of corporate taxes
  • Tax planning
  • Sale of business / retirement
  • Income tax review
  • Preparation of asset and depreciation schedules

Getting started with The Expert Accountant is easy

STEP 1
STEP 2
STEP 3
STEP 4

Schedule a Discovery Meeting

Schedule a Financial Review

Review Your Proposal

Meet Your Dedicated Expert

FAQs

Does my company have to be on QuickBooks to use your services?

No, The Expert Accountant is experienced in a variety of accounting software. 

Will I have a QuickBooks Pro Advisor?

Yes. The owner as well as most of The Expert Accountants are QuickBooks Pro Advisors.

I have propriety software, can The Expert Accountant work with that?

Yes, we understand that some industries work best with propriety software. We can either integrate that with QuickBooks or create monthly entries to QuickBooks from your software.

I really like dealing with one person, is that what I can expect?

Yes, you have one dedicated person that will service your account with the personal service you want.

Will you come to my office? Is your scheduling flexible?

Yes. We are available to work around your schedule in your office.

How long does onboarding take?

It can take 60-90 days to optimize your accounting system and customize your reporting package . 60-90 days is the “steady state,” but you will start seeing value right away.

Ways to Help You Right Now

Articles, blogs……

What are you waiting for?
Let Us Manage Your Bookkeeping Needs
Scroll to Top