Services
How I can Serve You
Virtual Bookkeeping Services
All services include a QuickBooks Online Plus monthly subscription.
- Customized chart of accounts
- Recording and categorizing transactions
- Inputting month-end adjusting journal entries
- Historical data transfer
- Bank reconciliation
- Financial statement preparation and analysis
- Annual reports for tax preparation
- 1099 tracking and reporting
- Bookkeeping support, resources, & tips
- Virtual check-in meetings
Add-on services
- Complete QuickBooks Online setup
- Historical clean-up services
- Catch-up on overdue books
Clean Up Services
Did you let your record keeping get behind? We can get you caught up. Whether you have a shoebox of old receipts or you’re a year behind in your books, we can help. McMillan Bookkeeping Solutions, LLC will bring everything up to date and produce current financial reports when finished.
Monthly Services
Typical monthly services include:
- Recording and categorizing transactions
- Reconciling bank and credit card statements
- Inputting month-end adjusting journal entries
- Compiling financial reports: Income Statements (Profit and Loss), Statement of Cash Flows, and Balance Sheet Statements
- Monthly and Quarterly meetings to go over statements, business budget and next steps.
Year End-Services
McMillan Bookkeeping Solutions, LLC can work with your CPA at the end of the year so that they have all of the correct information they need to file your taxes. We can provide them with accurate financial statements and make year end adjustments. You can keep doing what matters, investing your time and energy on running your business and building memories with your loved ones.
Get Started!
Are you ready to make the move and hire me as your virtual bookkeeper or want to talk a bit more about what it is I can do for your business? Lets Talk! Click on the “Get A Free Consultation” button to start the conversation.