Full-Service Monthly Bookkeeping Services
Accurate, Reliable, and Stress-Free Monthly Managed Bookkeeping.
As a small business owner, you wear countless hats. But let's be honest: "bookkeeper" probably isn't your favorite one.
When your books are a mess, you're flying blind. You don't know your true profit, you're not sure what you can afford, and the thought of tax season brings a wave of anxiety. You're stuck spending nights and weekends trying to categorize transactions in QuickBooks instead of focusing on serving your customers and growing your company.
It doesn't have to be this way.
Fred Lundin CPA offers full-service monthly bookkeeping designed to give you back your time and provide crystal-clear financial clarity. We take this critical, time-consuming task completely off your plate.
What We Do: Your Outsourced Bookkeeping Department
We become your trusted partner, ensuring your financial data is accurate, organized, and delivered to you on time, every single month. Our ongoing service includes:
- Dedicated Bookkeeper: You'll have a consistent, professional point of contact for all your bookkeeping needs.
- Accurate Transaction Categorization: We expertly code every single transaction from your bank and credit card feeds, ensuring your expenses are in the right buckets.
- Monthly Bank & Credit Card Reconciliation: We reconcile your accounts every month to the penny. This crucial step ensures no transaction is missed and protects you from errors or fraud.
- Timely Financial Statements: On a set schedule, we deliver your core financial reports, including:
- Profit & Loss (Income Statement): See exactly how profitable your business was.
- Balance Sheet: Get a clear snapshot of your company's financial health.
- Statement of Cash Flows: Understand where your cash came from and where it went.
- Year-End Tax Package: At the end of the year, we provide your tax preparer with a pristine, "tax-ready" set of books, making your tax filing seamless, fast, and less expensive.
- Profit & Loss (Income Statement): See exactly how profitable your business was.
- Balance Sheet: Get a clear snapshot of your company's financial health.
- Statement of Cash Flows: Understand where your cash came from and where it went.
Your Software, Our Expertise
We work with the best-in-class cloud accounting platforms. We can take over your existing file or help you get set up on the right platform for your business.
- QuickBooks Online
- Xero Accounting Software
- Zoho Books & Zoho One Suite
Is Outsourced Bookkeeping Right for You?
Our monthly services are a perfect fit for the business owner who:
- Is tired of spending valuable time on data entry and reconciliation.
- Feels overwhelmed by their accounting software and isn't sure if they're "doing it right."
- Needs reliable, clean financial data to make smart business decisions.
- Is growing quickly and can no longer keep up with the volume of transactions.
- Wants to eliminate the stress and panic of tax season.
The Fred Lundin CPA Difference: CPA-Led Accuracy
When we manage your books, you're not just getting a data entry clerk. You're getting a CPA-led service.
- Unmatched Accuracy: Your books are reviewed with the high-level oversight of a Certified Public Accountant who understands tax law and high-level financial strategy.
- Get Your Time Back: Free yourself from the "back office" grind. Re-invest those hours into revenue-generating activities.
- Make Decisions with Confidence: Stop guessing at your profitability. With clean reports, you'll know your numbers inside and out.
- A Seamless Tax Season: When your bookkeeper and tax preparer are part of the same team, you get a holistic strategy and a simple, stress-free tax filing.
Ready for Clean Books, Every Month?
Let's take bookkeeping off your to-do list for good. Contact us today for a free consultation to discuss your bookkeeping needs.
