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I take care of your accounting and financial reporting, so you can focus on growing your business. -Shannon Rankin
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How It Works

01

QBO SET-UP & REVIEW

02

CLEAN-UP

03

CATCH-UP

04

ON-GOING ACCOUNTING & FINANCIAL REPORTING

Services

Growing businesses require a wide variety of needs. I have created service packages to make it easier for you. 

Monthly Cash Basis Bookkeeping

 Record all bank transactions so you don't have to.

Reconcile all accounts so you can be sure your numbers are accurate.

Provide customized monthly financial statements to gain actionable insights.

*Includes receipt tracking

Monthly Accrual Basis Bookkeeping

Manage customer invoicing, purchase orders and bill pay.

Keep track of accounts receivable, accounts payable and loan payments.

Reconcile all accounts so you can be sure your numbers are accurate.

Provide customized monthly financial statements to gain actionable insights.

Monthly Accrual Basis Bookkeeping & Payroll 

Manage customer invoicing and purchase orders.

Keep track of accounts receivable, accounts payable and loan payments.

Onboard employees, bi-weekly payroll and payroll tax management.

Reconcile all accounts so you can be sure your numbers are accurate.

Provided customized monthly financial statements to gain actionable insights.

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Featured in Voyage Dallas Magazine

Learn about the advantages of working with a QuickBooks Certified bookkeeper.
 

During your initial consultation, we'll discuss the essential needs of your business needs in order to determine which service line works best for your business.

Free Individual Consultation

Thanks for submitting! Looking forward to connecting with you.

© 2022 by KeptFinancial - ALL RIGHTS RESERVED

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