Bookkeeping and Accounting Services

Bookkeeping And Accounting

We provide bookkeeping services so that your team can focus on the most important things about your business. As a business owner you probably have more urgent things to do than to keep your own records and books. We take care of this for you, so you can get back to what you do best, the job of running your business and generating profits.

Benefits Of Outsourced Bookkeeping:

  • Get Organized Without the Effort -- MJO Bookkeeper will import all bank statements, categorize transactions, and prepare management reports on a periodic basis.
  • Stay Tax Ready -- Come tax time, you're organized and ready to file. At tax time, we send a Year End Financial Package with everything you (or your CPA) will need to file your taxes.
  • Support When You Need It -- Have questions? Send your Bookkeeper a message, and we will respond within 1 business day.
  • Outsourced Assistance with An In-House Feel -- Bookkeeping services are more than just keeping an eye on your books; as your company grows, our services may expand to meet your needs. MJO Bookkeeper operates like an in-house Bookkeeper, someone you can trust and is qualified to give advice in support of your company's growth. MJO Bookkeeper has a certified public accountant (CPA) on staff and is advanced certified in QuickBooks Online.

We take care of the day-to-day financial transactions, including recording all bank and credit card transactions, categorizing each expense to the proper account, and recognizing revenue at the proper time for accrual-based clients. Because we understand that each business is unique, so are our services.

Each package has a level of setup, support, and feedback. The amount of financial information, accounting and bookkeeping support, and feedback you'll receive increases with each level of package.

We offer our bookkeeping and accounting services in three levels:

  1. Basic Insights -This option is best for those business owners who just need the basics and want the peace of mind of knowing they are doing things right with their financial data entry. This is comparable to a Financial Manager.

    This package includes:

    • Post all business bank transactions
    • Complete the monthly bank reconciliations
    • Post Credit card transactions and reconciliations
    • Record purchase invoices, expenses and cash transactions
    • Paperless expense and receipt processing system
    • Complete payroll journal entries, from payroll reports provided by your payroll provider
    • Unlimited email and telephone support
  2. Growth Management - This is our most popular option because you get valuable reports to help you manage your business and ongoing support from us to help you understand your numbers and make the best decisions. Includes quarterly management reports (P&L, Balance Sheet & Cash Flow Statement) and a quarterly business review. This is comparable to a Full Charge Accountant.

    This package includes:

    • Everything in the Basic Insights package, plus the following:
    • Reconcile sales (A/R) ledger
    • Review balance sheet for accuracy
    • Cost control: Expense monitoring, analysis and advice (5 key expenses)
    • Summary management reporting
    • Virtual business review meeting (Quarterly)
    • Record tax preparer's year-end tax adjustments, including year-end closing entries
  3. Performance Management [Virtual Controller] - This is the best option for ambitious business owners who want the maximum out of their cloud bookkeeping system to get access to the key metrics so they can make the best business decisions based on the best quality information and comprehensive support from us. Includes monthly management reports (P&L, Balance Sheet & Cash Flow Statement), Key Performance Indicators and a monthly business review. This is comparable to a Controller.

    This package includes:

    • Everything in the Growth Management package, plus the following:
    • Cost control: Expense monitoring, analysis and advice (Unlimited)
    • Virtual business review meeting (Monthly)
    • Project/Job cost accounting
    • Customized Service/Class tracking
    • One-year financial budget
    • Report of basic Key Performance Indicators (KPIs)
    • Periodic financial reporting package

We provide access to QuickBooks Online, which tracks your financial transactions and allows us to consistently review, analyze and consult your company's financial position.

Your company's QuickBooks file is a summary of all of the organization's accounts. Keeping this up-to-date allows for deep insight into your company's successes. Also, by maintaining an accurate QuickBooks file at all times, you will be able to quickly recognize areas for process improvements.

Our process records all transactions from your bank account into QuickBooks Online so that your business has a firm grasp on current cash positions. The biggest benefit to having an online accounting system is your data becomes mobile, meaning you can access a 'real-time' view of your financial position at any time.

MJO Bookkeeper's services are cost effective solutions for small to medium-sized modern companies, whether you are a freelancer, startup, growing, established or nonprofit. We are dedicated to finding the best and most innovative technologies available to make your bookkeeping accurate. Get in touch today to receive a customized solution.

Contact MJO Bookkeeper

Recent Reviews

Invaluable member of team... I've worked with Michael for just under a year, and he has been an invaluable addition to my team. He is proactive, curious and willing to dive into QuickBooks research when new issues arise. I highly recommend Michael if you're looking for a bookkeeper.
Heather Hansen - Speaker, Coach & Author

Michael has been great! He's been able to offer CFO services and double checks all of our accounting. Highly recommended.
Cypress Door & Glass, LLC

Highly recommend MJO Bookkeeper, LLC. I am so grateful to Michael for 3 years of QuickBooks clean up and for keeping us organized and up to date each month. He is professional, reliable, and enormously helpful, especially when contacting him with questions. He is always quick to respond.
Tait Construction

Michael is a true QuickBooks professional, who is thoughtful, detailed, reliable and great to work with. Great QuickBooks clean up, He comes highly recommended!!
Capital Innovations