What We Do
Bookkeeping Built for Small Business
We handle the numbers so you can focus on what you do best. Every service is designed to give you clean books, clear reports, and total confidence in your finances.
Monthly Bookkeeping
Always up to date, never a surprise.
We categorize and reconcile every transaction each month so your books are accurate, current, and ready when you need them. No backlogs, no guesswork.
- ✓Transaction categorization & coding
- ✓Monthly close process
- ✓Chart of accounts maintenance
- ✓Ongoing ledger accuracy
Financial Reporting
Know your numbers at a glance.
Receive clear, easy-to-read monthly reports — Profit & Loss, Balance Sheet, and Cash Flow — so you always know where your business stands.
- ✓Profit & Loss statement
- ✓Balance sheet
- ✓Cash flow summary
- ✓Custom KPI snapshots
Bank & Credit Card Reconciliation
Every dollar accounted for.
We match every bank and credit card transaction to your books each month, catching errors and discrepancies before they become bigger problems.
- ✓Bank account reconciliation
- ✓Credit card reconciliation
- ✓Discrepancy detection & resolution
- ✓Multi-account support
Accounts Payable & Receivable
Get paid faster. Pay on time.
We review what you owe and what you're owed, keeping your cash flow healthy and your vendor and client relationships strong.
- ✓Review A/P & A/R
- ✓Advice on issue invoices & pay bills
Tax-Ready Financials
Hand your CPA clean books, every time.
We prepare and organize your financials so your tax professional has everything they need — no scrambling at year-end, no missing records.
- ✓Year-end financial package
- ✓1099 contractor tracking
- ✓CPA collaboration & support
- ✓Document organization
QuickBooks Management
Your QBO, optimized and maintained.
We set up, clean up, and manage your QuickBooks Online account so it works the way your business works — accurate, organized, and easy to navigate.
- ✓QuickBooks Online setup & cleanup
- ✓Chart of accounts optimization
- ✓User access management
- ✓Ongoing QBO maintenance
How It Works
Simple Onboarding. Consistent Results.
Free Consultation
We start with a no-pressure call to understand your business, your current books, and what you need most.
Onboarding & Cleanup
We get access to your accounts, clean up any backlog, and set everything up the right way from day one.
Monthly Bookkeeping
Every month we close your books, reconcile accounts, and deliver your financial reports on schedule.
Ongoing Support
Have a question? We're here. You get a dedicated bookkeeper who knows your business and responds promptly.
Ready to Get Your Books in Order?
Let's talk about what BOOMA can do for your business.