We Handle the Numbers, You Handle the Business

Money Matters Bookkeeping helps small business owners stay financially organized by tracking and recording daily transactions, managing bills and invoices, reconciling bank accounts, and producing key financial reports like Profit & Loss statements and Balance Sheets. Giving you clear visibility into your finances and complete confidence at tax time.

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Why Partner with Money Matters:

  • Saves Time: Frees up business owners from tedious data entry.

  • Accuracy & Compliance: Ensures records are correct, which means greater peace of mind come tax time.

  • Financial Clarity: Provides clear snapshots of financial performance for better decisions.

  • Proactive Issue Spotting: Identifies discrepancies or cash flow problems early.

  • Foundation for Growth: Accurate books are vital for planning and building the business.

Core Services Provided:

  • Transaction Recording: Entering all financial activities like sales, purchases, receipts, and payments into accounting software or ledgers.

  • Bank Reconciliation: Comparing bank and credit card statements with internal records to catch errors and ensure accuracy.

  • Financial Reporting: Producing crucial statements like Profit & Loss and Balance Sheets to show business health.

  • Tax Preparation Support: Organizing records and reports to make tax filing smoother for the business owner or accountant.

  • Cash Flow Management: Monitoring income vs. expenses to help businesses manage their funds effectively.

  • Bookkeeping Cleanup & Catch-Up: Reviewing and correcting past transactions, reconciling overdue accounts, and bringing books up to date so financial records are accurate and compliant.

Simple, Straightforward Process

  1. Free Consultation – We learn about your business

  2. Customized Setup – Your books are organized and managed

  3. Ongoing Support – Monthly bookkeeping & reporting

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