Saving time and taxes for business owners.

Cheryl Smith Bookkeeping LLC
  • Home
  • Reviews
  • Services
  • FAQ
  • About Us
  • Resources
  • Contact Us
  • Articles
  • Privacy Policy and Terms
  • More
    • Home
    • Reviews
    • Services
    • FAQ
    • About Us
    • Resources
    • Contact Us
    • Articles
    • Privacy Policy and Terms
Cheryl Smith Bookkeeping LLC
  • Home
  • Reviews
  • Services
  • FAQ
  • About Us
  • Resources
  • Contact Us
  • Articles
  • Privacy Policy and Terms

Individual Services & Packages are listed below

Individual services

-Custom Bookkeeping Set-up

Initialization of accounting system connecting bank accounts and a bookkeeping platform.

-Journal Entry

Recording and posting of all cash flow transactions.

-Accounts Payable

Enter and pay vendor bills, vendor set-up, track outstanding bills.

-Accounts Receivable

Invoicing, receiving and recording payments, track outstanding customer balances.

-Bank Reconciliation

Monthly balancing that accounts are accurate and balanced.

-Payroll

Enter employees, run routine payroll, and add overtime, bonuses, and reimbursables.

-Quickbooks Clean-up

Reclassify and edit transactions that have been mishandled or aren't up to date.

-Virtual or On-site Services

Bookkeeping can be done on-site or virtually for a few hours a day or multiple days a month.

-Month-end or Year-end Reporting

Production of profit and loss statements, balance sheets, or aging summaries.

-Fractional Controller

Administrator of all A/R, A/P, payroll, reporting, and bookkeeping.

Packages

Start-up Package

Start-up Package

Start-up Package

Do you need help getting started?  This package includes an initial set-up of books, explanation of how to maintain your books, and what items you need to keep and record.  With this option, we will set up all your finances to connect with Quickbooks.  It allows you to start tracking your income and expenses and take snapshots of your business growth each month.

Select Package

Start-up Package

Start-up Package

Could you benefit from consistent help?  This package allows you to choose any three of the above individual services and tailor them to your unique business needs. Some businesses need to save time each month by delegating selected tasks that consume their valuable time.  With this option, you select which items would benefit your business and give you more time to focus on other business goals.

Premium Package

Start-up Package

Premium Package

Would you benefit from someone managing all your monthly finances?  This package includes all individual services to track, record, and balance your business transactions.  As your business grows, owners may find value in someone that can keep everything updated and ready for important monthly decisions.  This option creates more time for owners and alleviates the stress of bookkeeping.

Suite of other services

Tax Preparation and Filing

Personal Finance Maintenance

Personal Finance Maintenance

I have partnered with a long-standing Dallas CPA firm.  As I close out your yearly books, I deliver them to a trusted CPA who starts preparing your tax returns.  They have been in business over 30 years and can handle any of your tax needs.  They specialize in business owners and investments.  Together, we make it a seamless process for getting your books finished and tax returns filed in a timely fashion.

contact us

Personal Finance Maintenance

Personal Finance Maintenance

Personal Finance Maintenance

As a business owner, you may not have time to keep your personal records or bills maintained.  Some owners find comfort that someone else is handling the personal area of their finances.  This service ensures your monthly finances are being accounted and cared for.  The goal is for owners to have more time for their businesses and relieve stress of personal bookkeeping.

Still have questions?

Whether you want to ask about services, clarify a topic or get advice on your current situation, all comments and questions are welcomed!

Contact me
  • Home
  • Reviews
  • Services
  • Contact Us

Cheryl Smith Bookkeeping LLC

dallas, TX

Copyright © 2022 Cheryl Smith Bookkeeping LLC - All Rights Reserved.

Privacy policies and terms located in navigation.