List of Services
Classify & record transactions
Take your bank statements, receipts, invoices, bills, etc. then record and arrange them into their proper categories within the bookkeeping software.
Making sure the general ledger (the spot in the bookkeeping software where all your recorded transactions are listed) and the bank records are in agreement, making the necessary adjustments so they have the same balance.
Produce draft financial statements
Pull the numbers and transactions into reports, review them for accuracy and analyze the numbers.
Produce final financial statements
The core ones are the income statements (aka profit & loss), balance sheet, and statement of cash flows. Different reports can be made depending on your business’s needs.
Helping you manage and record your bills & invoices, monitor when they are due and paid. Keep in mind, a bookkeeper, or really anyone other than the business owner, should never pay bills for you. (One of the major ways fraud is perpetuated in businesses is by giving an employee the ability to authorize payments…it’s best practice to do this yourself as the business owner)
Helping you invoice, collect, and track the money you are owed.
We process payroll so your employees and contractors can get paid on time and you can stay compliant.
Have a conversation with the client
Interpreting the numbers on the financial statements is a huge part of a great bookkeeper’s job. Business owners shouldn’t just be handed a handful of financial reports each month, you need to know what these reports are telling you about your business in a language you understand. Understanding these financial statements can help you as a business owner make educated financial decisions within your business. So this conversation is very important! This is also when your bookkeeper can suggest improvements to save you money and/or time.
Budgeting…(A.K.A. Your Financial Success Roadmap)
A “financial success roadmap” separates the good businesses from the great businesses. The bookkeeper’s role in this would be to help create, implement, and monitor the budget.
Benchmarking is a great to see stack up against your competition so that improve your bottom line.
Assisted Payroll, Clean-Up,
Xero/QBO subscription, phone/email access
We originally met because she looking help from our business (advertising and marketing), but the relationship quickly evolved to us needing help from her! She been amazing to work with, and we love having her as a partner to help our business. She's friendly, positive and great at explaining areas she's an expert in that we be as familiar with. I highly recommend contacting her business or personal bookkeeping needs!
- Audrey C.
Wonderful to work and a very good communicator. Highly recommend.
- Jeff B.
JoyBooks is detail oriented, savvy in this business, and dependable. I completely trust her to handle bookkeeping and financial statement preparations accuracy and timeliness. Also, she is relatable, funny, and kind, making it easy to do business her company.
- Romie H.
Joybooks made my life and business management so much easier. Joy's attention to detail and knowledge been extremely helpful as we launched our new business. I highly recommend using her services and trusting her your businesses finances.
- Meaghan G.
Absolutely amazing! She unsurpassed attention to detail, and is overall a pleasure to work with. I would highly recommend her to anyone looking bookkeeping services!
- Christina H.
The best! She is super responsive and even suggested ideas that would be helpful in some tracking our business. I have yet to meet any other bookkeeper that is as responsive, knowledgeable, on the ball and helpful than Joy. She knows what she is doing and is very attentive to detail. I would recommend to anyone that would like to know where their business is at financially and to grow.
- Hannah J.
Don't waste your time and energy worrying about where your is going - do yourself and your business a favor, and hire JoyBooks! Whether you're needing bookkeeping your business, budgeting your personal finances, or anything in between, JoyBooks will have covered. I would recommend them and their services to anyone!
- Vika R.
Outstanding! She's a hard worker, caring and a wonderful personality. I would recommend her to anyone!
Amazing! Without her insight, help and care it would have been so difficult my wife to get her new business financially off the ground and running. If want your business to thrive, well, you’re gonna want to call Joy. Do it, it worked us!!!
- TJ W.
I love working with Joy. She is so helpful, knowledgeable and thorough! I would highly recommend her to anyone who needs help their books.
- Anna R.
Let's Start Something new
Schedule a free consultation and financial analysis today.