Bookkeeping Services for Small Businesses
Accurate bookkeeping is the foundation of good financial decision making. Harbor Financial Solutions provides monthly bookkeeping services that help small business owners understand their financial position, maintain accurate records, and stay prepared for tax season.
We work with businesses that use QuickBooks Online to keep their books organized and up to date throughout the year.
What is included in Our Bookkeeping Services?
- Monthly Transaction Categorization
- We review and properly categorize business income and expenses to maintain accurate financial records.
- Bank and credit card reconciliation
- Monthly reconciliations help ensure your books match your financial accounts and identify discrepancies.
- Financial Statements
- Receive clear financial reports, including:
- Profit and loss statement
- Balance Sheet
- Cash flow insights
- These reports help you understand how your business is preforming and support informed decision making.
- Receive clear financial reports, including:
- Quickbooks Online Support
- We help clients maintain accurate records within QuickBooks Online and answer bookkeeping related questions throughout the year.
- Year-End Tax Preparation Readiness
- Well maintained books make tax preparation more efficient and reduce surprises at tax time.
Who We Serve
Our bookkeeping services are ideal for:
- Consultants
- Contractors
- Professional service firms
- Real estate professionals
- Independent business owners
- Service based small businesses
QuickBooks Online Required
To provide efficient and consistent services, we work exclusively with businesses using QuickBooks Online.
If your business is not currently using QuickBooks Online, we can discuss migrating options during your discovery call.
Signs Your Business May Need Bookkeeping Help
- Bank accounts have not been reconciled in months.
- You are unsure whether your financial reports are accurate.
- Tax season creates stress every year.
- Personal and business expenses are mixed together.
- You do not know your monthly profit
- Bookkeeping is taking time away from serving clients.
If any of these sound familiar, professional bookkeeping support may help.
Our Process
1. Discovery Call
We'll discuss your business, bookkeeping needs, and current processes.
2. Review Existing Records
We evaluate your current bookkeeping system and identify any cleanup work that may be needed.
3. Monthly Bookkeeping
Transactions are reviewed, categorized, and reconciled on a regular basis.
4. Financial Reporting
You receive organized financial information to help manage your business with confidence.
Why Choose Harbor Financial Solutions?
Personal Services
Work directly with the owner not a call center or outsourced bookkeeping team.
Tax Aware Bookkeeping
Because we also provide tax services, bookkeeping decisions are made with year-end tax reporting in mind.
Clear Communication
Questions are answered promptly, and financial information is explained in plain English.
Focus on Service Based Businesses
Our bookkeeping services are designed specifically for small businesses that rely on accurate financial records to manage growth and profitability.
Frequently Asked Questions
Do you provide payroll services?
No. Our focus is bookkeeping, tax preparation, and tax resolution services.
Do I need QuickBooks Online?
Yes. We work exclusively with businesses using QuickBooks Online to ensure efficient and consistent service delivery.
Can you clean up prior year bookkeeping issues?
Yes. During our initial review, we can identify cleanup needs and discuss options for bringing your books up to date.
How often are books updated?
Most clients receive monthly bookkeeping services, though needs may vary depending on the business.
Spend Less Time Managing Your Books and More Time Growing Your Business
Reliable bookkeeping helps you understand your numbers, make better decisions, and stay prepared for tax season.
Harbor Financial Solutions LLC
IRS Tax Resolution I Tax Preparartion I Bookkeeping
Serving Clients Nationwide