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Outsourced Bookkeeping Packages

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Bookkeeping is the trail map to your business. Bookkeeping tells you where your business has been, where your business is today, and where your business is headed in the future. Let’s face it, bookkeeping is a tedious task. Outsourcing your bookkeeping frees up your time allowing you to focus on what you love – your business, your sales, your products, and your customers.

Every business is different and unique. That’s why Trailhead Accounting Solutions CPA offers several different bookkeeping packages for you to choose from. CONTACT US for a flat rate price quote for your business!

Outsourced Bookkeeping:

Solution for businesses that would like to outsource all of their accounting tasks. Let our team of knowledgeable bookkeepers and CPAs handle all of your bookkeeping tasks. It’s just like having your own bookkeeping department, without the cost or management headaches.
The Outsourced Bookkeeping Package includes:

  • Enter deposits into QuickBooks, Xero or other online accounting software.
  • Enter bills and checks into QuickBooks, Xero or other virtual bookkeeping software.
  • Make adjusting journal entries in your QuickBooks or Xero file.
  • Monthly Reconciliation of your bank account(s) and credit card(s).
  • Post payroll transactions to your QuickBooks or Xero file.
  • Prepare Balance Sheet and Income Statement (Profit & Loss Statement), for internal and management use only.
  • Monthly virtual meeting to discuss financial statements and anything else that’s on your mind.
  • Accounts Receivable – record invoices, track customer payments, and make collection calls.
  • Accounts Payable – enter and pay bills, and track your payables.

Full Charge Bookkeeping:

Save time and outsource your bookkeeping duties. Let the virtual bookkeepers at Trailhead Accounting Solutions take care of your business’ bookkeeping tasks.
The Full Charge Bookkeeping Package includes:

  • Enter receipts and deposits into QuickBooks, Xero or other online accounting software.
  • Enter bills and checks into QuickBooks, Xero or other virtual bookkeeping software.
  • Make adjusting journal entries in your QuickBooks or Xero file.
  • Monthly Reconciliation of your bank account(s) and credit card(s).
  • Post payroll transactions to your QuickBooks or Xero file.
  • Prepare Balance Sheet and Income Statement (Profit & Loss Statement), for internal and management use only.
  • Monthly virtual meeting to discuss financial statements and anything else that’s on your mind.

Do It Yourself Bookkeeping:

Perfect solution for companies who want to do their own bookkeeping, but would like the assurance of having a CPA looking over their shoulder.
The Do It Yourself Bookkeeping Package includes:

  • Monthly overview of your QuickBooks or Xero file.
  • Provide a list of suggested adjustments and changes for your QuickBooks or Xero accounting file (if necessary). Client will be responsible for for entering the adjustments.
  • List of recommendations to avoid similar errors in the future.

CFO Solutions:

Do you have your own bookkeeping department, but need help with the higher level accounting? Check out our Part Time CFO Services for help with dashboard accounting, key performance indicators (KPIs), ratio analysis, budgets, cash flow budgets, etc.


Don’t See What You Are Looking For?
We understand every business’ outsourced bookkeeping needs are different. Please contact us so we can help create a customized package to fit your company’s specific outsourced bookkeeping needs.


Learn More About Remote Outsourced Bookkeeping…

Why Should I Outsource My Accounting?

Remote Outsourced Bookkeeping – How it Works



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