BulldogBookkeeping.net

Struggling to keep your books up to date or missing important deadlines?  That's a clear red flag.

If you're unsure where your money is going or why cash flow feels tight, it's time for professional help.

Bookkeeping shouldn’t take you away from running your business. If it does, it’s time to delegate. 

Mistakes in your records or worries about tax compliance can be costly-don’t let them slip through the cracks. 

If managing your books is becoming a major time drain, it’s time to bring in an expert. 

• Record and categorize all financial transactions, including purchases, sales, receipts and payments.
• Maintain and reconcile bank accounts, credit card statements, and loan accounts.
• Manage accounts payable and accounts receivable.
• Identify and report discrepancies or inconsistencies in financial data, helping resolve errors promptly.

• Monitor daily cash flow to help businesses maintain healthy finances and make informed decisions.
• Develop a budget template, ideally starting with last year’s numbers, and iterate with your feedback to reflect hopes, needs, and practical constraints.
• Prepare pro forma financial statements, including forecasted profit & loss (P&L), balance sheet, and cash flow statement, to visualize the impact of planned activities and support financial planning.
• Schedule regular budget reviews to discuss progress, address challenges, and refine projections as the business evolves.

• Prepare and generate essential financial statements, such as balance sheets, income statements, and cash flow reports, for business analysis and compliance.
• Maintain up-to-date and organized financial records, ensuring compliance with relevant laws, regulations, and generally accepted accounting principles (GAAP). 
• Provide regular financial reports and summaries to business owners or management, supporting strategic decision-making and financial planning. 
• Ensure confidentiality and security of all financial information handled on behalf of the business.

• Generate and provide detailed payroll reports for the client, summarizing wages, deductions, and employer tax liabilities. 
• File and remit payroll taxes to federal, state, and local agencies in compliance with legal requirements and deadlines.
• Prepare and distribute annual tax documents, such as W-2s for employees. 
• Respond promptly to employee and client inquiries regarding payroll, deductions, or discrepancies.

• Prepare books and financial records for accountants or auditors, supporting tax preparation and business planning.
• Work with your CPA to ensure accurate and timely reporting to meet tax filing due dates.
• Prepare Annual Form(s) 1099-Misc, 1099-NEC.

• Step-by-step guidance on setting up and organizing a chart of accounts tailored to your business. 
• Training on recording daily financial transactions (sales, purchases, payments, receipts) using manual or digital methods. 
• Instruction on reconciling bank and credit card statements to ensure records match actual balances.
• Introduction to popular bookkeeping software (e.g., QuickBooks, Xero) and hands-on training in relevant features. 
• Ongoing support and resources for troubleshooting common bookkeeping challenges.