Streamlined Bookkeeping for Your Small Business

As a small business owner, you wear many hats. Managing your finances can be one of the most time-consuming and complex tasks, often taking valuable time away from growing your business. At Proulx Family Financial, we understand these challenges. We offer dedicated bookkeeping services designed to keep your financial records accurate, organized, and compliant, allowing you to focus on what you do best: running and expanding your enterprise.

Our goal is to provide you with clear financial insights, reduce stress during tax season, and ensure your business's financial health.

How We Can Help Your Business Thrive

We provide meticulous and reliable bookkeeping support, tailored to the unique needs of small businesses. Our services are designed to give you a precise financial picture, enabling smarter decision-making and smoother operations.

Our Specialized Bookkeeping Services for Small Businesses:

• Transaction Categorization & Recording:

  • Accurately classify and record all income and expenses, ensuring every transaction is accounted for.

  • Maintain organized digital records, making it easy to retrieve information when needed.

• Bank & Credit Card Reconciliation:

  • Regularly reconcile your business bank accounts and credit card statements to ensure all transactions match and identify any discrepancies promptly.

  • Provides a clear and verified overview of your cash flow.

• Accounts Receivable & Accounts Payable Management:

  • Accounts Receivable: Tracking invoices, monitoring customer payments, and helping you manage outstanding balances to improve cash flow.

  • Accounts Payable: Organizing and tracking your business bills, ensuring timely payments to vendors and suppliers.

• Financial Reporting:

  • Generate essential financial statements, including Profit & Loss (Income) Statements and Balance Sheets, on a regular basis (monthly, quarterly, or annually).

  • Provide customized reports that offer insights into your business's performance, profitability, and financial position.

• General Ledger Maintenance:

  • Maintain a clean and accurate general ledger, the core of your accounting system, ensuring all financial data is correctly posted.

• Tax Preparation Support:

  • Organize your financial data throughout the year, making tax preparation efficient and less stressful.

  • Ensure all necessary financial information is readily available for your tax filings, helping to maximize deductions and minimize errors. (Note: Tax preparation services are offered separately and can be seamlessly integrated with our bookkeeping services).

• QuickBooks Setup & Support:

  • Assist with the initial setup of QuickBooks or other accounting software to ensure it's configured correctly for your business.

  • Provide ongoing support and guidance for using your accounting software effectively.

Your Partner in Financial Clarity

With Proulx Family Financial handling your bookkeeping, you gain more than just accurate records; you gain a dedicated partner committed to your business's financial success. We help you gain clarity, save time, and make informed decisions that drive growth.

Ready to simplify your business's finances?

Contact us today for a consultation to discuss how our bookkeeping services can benefit your small business. Please call (978)256-7910 to speak with our knowledgable staff to schedule an initial complimenary consultation.

Our Quickbooks certified bookkeeping services are robust and precise down to the penny. For the numerous clients we maintain and prepare records for we provide many diverse services including:

• Preparation of monthly income statement, cash flow statement and balance sheet.
• Reconciliation of income and expenses
• Reconciliation of monthly bank and credit accounts
• Preparation of invoices
• Posting of checks and reconciling accounts receivable
• Preparation of checks payable warranted by client and reconciling accounts payable
• Posting of adjusting journal entries
• Recording and adjustments for capital assets
• Vigilant ongoing maintenance of business records making ready for immediate inspection.
• Over fourteen years of experience.

Bookkeeping Services Fees starting at $95/ hour.