SERVICES
At Bookworm Bookkeeping, I specialize in helping small business owners simplify their finances, gain clarity, and achieve sustainable growth. From basic bookkeeping to advanced financial strategy, I provide personalized support tailored to your business’s unique needs—so you can focus on what you do best.
Basic Bookkeeping & Transaction Management
I record and categorize your daily transactions to keep your financial data organized and accurate. This helps you maintain a clear picture of where your money is going and ensures your books are always up-to-date.
Monthly Reconciliations
I compare your bank and credit card statements with your bookkeeping records to catch discrepancies and prevent costly errors. This gives you peace of mind knowing your accounts are always balanced and reliable.
Accounts Payable & Receivable Management
I handle your bills and invoices to ensure you’re getting paid on time and your expenses are properly managed. This service helps streamline cash flow, making sure you’re never left guessing when the next payment is due.
Payroll Processing
I take care of payroll, including calculating wages and managing tax withholdings, so your employees are paid accurately and on time. By taking payroll off your plate, you can focus more on growing your business.
Financial Reporting
I provide easy-to-understand Profit & Loss Statements, Balance Sheets, and Cash Flow Statements to give you insight into your business’s financial health. These reports empower you to make informed decisions to increase profitability and plan for growth.
Budgeting & Forecasting
I help you create a detailed budget and financial forecast, allowing you to plan for future growth and manage expenses proactively. This service is ideal for setting financial goals and tracking progress throughout the year.
Tax Preparation Support
I organize your financial records and collaborate with your CPA to simplify tax season, helping to reduce the stress and ensure compliance. This saves you time and helps you avoid last-minute scrambles.
Virtual CFO Services
I offer high-level financial strategy and guidance, helping you plan for long-term success with strategic insights. Ideal for small businesses looking for CFO-level support without the cost of hiring a full-time executive.
Cash Flow Management
I monitor your cash flow patterns and provide strategies to optimize your cash position, ensuring your business has the funds it needs to operate smoothly. This service helps prevent cash shortages and keeps your business financially healthy year-round.
CALL: 919-602-0524