BLOOM BOOKKEEPING CO
Our Bookkeeping Services
At Bloom Accounting Services, we offer a full range of bookkeeping services tailored to meet the unique needs of your business. Whether you need monthly support or help getting caught up, we've got you covered.
Our services
Monthly Bookkeeping
Our monthly bookkeeping service is designed to keep your books clean, organized, reconciled, and up to date—so you can spend less time worrying about QuickBooks and more time running your business.
Monthly bookkeeping may include:
Transaction categorization and review
Bank and credit card reconciliations
Review for duplicate, missing, or unusual transactions
Routine bookkeeping adjustments
Chart of accounts maintenance
Monthly bookkeeping close
Monthly Profit & Loss and Balance Sheet reports
Communication regarding transactions that need clarification
Quarterly bookkeeping review
Year-end tax-ready books for your tax professional
Customized to Your Business
Our monthly bookkeeping services are offered at a flat monthly rate, starting at our base package rate. During your initial consultation, we'll learn more about your business and determine the level of bookkeeping support you need.
Your customized monthly rate may vary based on factors such as transaction volume, number of bank and credit card accounts, bookkeeping complexity, and the overall scope of services required.
Before we begin, we'll provide a clear monthly rate based on your specific needs—so you'll know what to expect and can feel confident in the level of support you're receiving.
Bank & Credit Card Reconciliation
We match your financial records to your bank statements every month to catch errors, identify discrepancies, and ensure everything adds up perfectly.
Tax-Ready Books
We keep your books organized and structured so your accountant or tax preparer has everything they need — saving you time and money at tax time.
QuickBooks Setup & Optimization
Need help getting started or getting QuickBooks working better for your business? We can assist with QuickBooks setup, chart of accounts organization, bank and credit card connections, account structure, workflows, and general optimization.
QuickBooks Training
Whether you're a business owner or have team members working inside QuickBooks, we offer customized one-on-one or team training. Training can be tailored to the specific QuickBooks functions and workflows your business uses.
QuickBooks Integrations
We can assist with connecting and organizing compatible business systems that integrate with QuickBooks, including point-of-sale and other financial platforms.
Tax Professional Coordination
When needed, we can work alongside your tax professional to provide bookkeeping reports, answer bookkeeping-related questions, and help ensure your books are organized and ready for year-end tax preparation.
Financial Reporting
Understand exactly where your business stands with clear, easy-to-read financial reports. We provide the insights you need to make smart decisions and plan for growth.
Reports include:
Profit & Loss Statement
Balance Sheet
Cash Flow Summary
Custom Reports
Additional Bookkeeping & QuickBooks Services
Every business operates a little differently. In addition to monthly bookkeeping, Bloom offers customized support to help you build better accounting processes, get organized in QuickBooks, and give your team the tools they need to confidently manage day-to-day financial workflows.
Additional services are customized and billed separately based on the scope and level of support needed.
Accounts Receivable (AR) Setup
We can help establish and organize your accounts receivable processes within QuickBooks, including invoicing workflows, customer payment tracking, and procedures your team can follow moving forward.
Accounts Payable (AP) Setup
We can help create an organized process for tracking bills, vendor information, due dates, and accounts payable workflows within QuickBooks.
Payroll Setup & Coordination
Need help getting payroll established in QuickBooks? We can assist with initial payroll setup, organization, and coordination so your payroll process works alongside your bookkeeping system.
Catch-Up & Cleanup Bookkeeping
Behind on your books or inherited a QuickBooks file that needs some attention? We can help bring prior months up to date, reconcile historical accounts, correct bookkeeping issues, and organize your records before transitioning into ongoing monthly bookkeeping.
Pricing for additional services varies based on the scope, complexity, and time required. We'll discuss your needs and provide clear expectations before beginning additional work.
Not sure which Package is right for you?
Every business has unique bookkeeping needs, and pricing can vary based on your transaction volume, business size, and the level of support you need.
Let's talk! Book a free 30-minute discovery call to discuss your bookkeeping needs and receive a customized recommendation and quote.
"Your finances, handled with care, so you can focus on growing your business."
