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BooksTime

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‘20 Certificate of Excellence, 2020

About

Personalized services to meet your unique needs.

Get unlimited access to a dedicated accountant. Your BooksTime accountant is a friendly, tech-savvy, highly qualified expert. With their help, you can:
- Stop worrying about bookkeeping,

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1 hire on Bark
3+ day response time

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Reviews (12)

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5/5

12 customer reviews

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29 May 2019

Quality of work, efficiency and pricing.

Reviewed on Facebook

25 April 2019

Our company came out of the dark ages finding Books Time. The everyday service demands of our small family plumbing and heating business gave us little time to look at the numbers and make sense out of them. We were lucky to even have a handle on how much money was really coming in and out, let alone how much was really in the bank. Four months in, we now know immediately where our accounts stand and can begin to plan ahead financially. Books Time staff have tutored us through the entire process and every month our confidence in understanding the systems increases. Books Time has helped us get a new grip on our business and organizing us for expansion down the road, as well as streamlined the time we spent laboring through numbers. More...

Reviewed on Google Maps

25 April 2019

We are a 35 person media agency and we worked with BooksTime as our outsourced bookkeeping function for about a year. Our systems & process were not easy to understand, but the BT team worked with us to implement a great solution. I would highly recommend their service. More...

Reviewed on Google Maps

22 April 2019

Our company came out of the dark ages finding Books Time. The everyday service demands of our small family plumbing and heating business gave us little time to look at the numbers and make sense out of them. We were lucky to even have a handle on how much money was really coming in and out, let alone how much was really in the bank. Four months in, we now know immediately where our accounts stand and can begin to plan ahead financially. Books Time staff have tutored us through the entire process and every month our confidence in understanding the systems increases. Books Time has helped us get a new grip on our business and organizing us for expansion down the road, as well as streamlined the time we spent laboring through numbers. More...

Reviewed on Facebook

27 October 2018

After working with BooksTime for more than a year, I highly recommend them. They helped us improve our bookkeeping processes and implement accounting best practices. Their service is very personalized and they customize their processes to meet my business's needs. They are always willing to adapt the service plan to make it work better for me. The bookkeepers are skilled, knowledgeable, and easy to work with. Their team approach works really well. In addition to having a dedicated bookkeeper, it's great to have access to the high level expertise and oversight from the Senior Accountant. More...

Reviewed on Google Maps

29 June 2018

After working with BooksTime for more than a year, I highly recommend them. They helped us improve our bookkeeping processes and implement accounting best practices. Their service is very personalized and they customize their processes to meet my business's needs. They are willing to adapt the service plan to make it work better for me. The bookkeepers are skilled, knowledgeable and easy to work with. Their team approach works really well. In addition to having a dedicated bookkeeper, it's great to have access to the high level expertise and oversight from the Senior Accountant. More...

Reviewed on Google Maps

25 May 2018

I'm not sure where to even begin with how great working with BooksTime has been. But it certainly ranks in one of the best business decisions we've made to date. We worked primarily with their accounting / bookkeeping guru, Sonya, who is extremely detail orientated, organized, and thorough with all of her work. When we worked together to do an initial cleanup of several years of our books, she not only provided the actionable intelligence to put our books in order but she found every single item that didn't add up perfectly and worked directly with me to properly account for them. On a personal level, I love working with Sonya. Her swift responses, top notch work, and sense of humor on occasion when she figures out you are trying to "invent" new GAAP principles to suit your needs, makes Bookeeping a breeze. I couldn't recommend her more highly! More...

Reviewed on Google Maps

24 May 2018

I tried out multiple bookkeepers before finding BooksTime with little success in regards to setting up the Quickbooks platform so that it integrates with my Ecommerce site, Amazon and manages my inventory all at the same time. BooksTime took their time to set it up properly, was always extremely communicative, and very thorough in cleaning up the mess I had made along the way. I highly recommend them for your bookkeeping needs and especially for those who have had trouble managing multiple channels and inventory through Ecommerce, retail, direct, etc. More...

Reviewed on Facebook

15 November 2017

BooksTime is a great bookkeeping service for small and medium businesses. They are professional, efficient and very affordable. They have clients in many fields of business and these clients all have one thing in common; they are all very happy they chose to use BooksTime. More...

Reviewed on Facebook

26 April 2017

BooksTime has some of the most knowledgeable, detail-oriented and dependable bookkeepers in the industry. They have helped put bookkeeping in reach of the even the smallest small business. It's a delight to work with them!

Reviewed on Facebook

25 April 2017

Our experience working with BooksTime has been fantastic. The level of technical knowledge, the follow through and attention to detail, and the upbeat, service-oriented attitude of our accountant, Jennifer Page, are absolutely top notch.

Reviewed on Facebook

30 September 2016

Fantastic company with very smart, customer-oriented people.

Reviewed on Facebook

Q&As

Common One-Time Services:
- Clean-up & catch-up projects
- Software selection consulting, setup & optimization
- Chart of Accounts design


Common Ongoing Services:

- Recording & categorizing financial transactions & attaching supporting documentation (e.g. receipts)
- Accounts payable management, bill pay and related treasury functions
- Accounts receivable management, invoicing, payment reminders & follow-ups (i.e. "soft collections"), and related treasury functions
- Bank, credit card, and e-wallet (e.g. PayPal, Venmo) reconciliations
- Inventory tracking and reconciliations
- COGS tracking
- Drafting of financial statements & customized management reporting
- Developing budgets, tracking spending against the budget
- Cash flow projections & cash flow management
- Bookkeeping & reporting for loans and investments
- Payroll (we can manage your payroll in a third-party solution or provide our own full-service payroll solution) as well as employee benefits & retirement - plan administration
- Period-end closing (typically monthly and annually)
- Tax-ready financials for your tax accountant at the end of year
- Sales/meals tax filings, etc.
- 1099s

Specialized Services:

- Specialized bookkeeping for e-commerce businesses, including certain tasks required for businesses that use Amazon (especially Amazon FBA), Shopify, etc.
- Specialized metric tracking and reporting for franchises
- Specialized bookkeeping for private foundations, family offices, and high net worth individuals
- Bookkeeping tasks relevant for systems such as Stripe, Square, etc.
- Gift certificate tracking
- Grant-related bookkeeping
- Nonprofit annual audit preparation
- Forensic accounting/bookkeeping projects
- Trust accounting
- IOLTA reconciliations / three-way reconciliations
- Custom KPI dashboards
- Certain types of FP&A projects
- Personal bookkeeping

Everyone knows every business needs an accountant. However, not all accountants are created equal. A knowledgeable, experienced accountant can help you:
- Save money on taxes
- Avoid regulatory issues (e.g. with the IRS, DOL, etc.)
- Gain a clearer understanding of key business metrics and plan for your company's financial future
- Attract investors and secure financing
- Streamline bookkeeping process to make them more efficient
- Take advantage of the latest technology

We have the flexibility to adapt to the unique needs of your business. With hundreds of 5-star ratings, we are confident that you will be as happy with our services as our other clients. Clients love our team's experience and expertise, and particularly appreciate the lengths our accountants go to create customized, personalized service packages for each client's unique needs.

All services are provided remotely. You can work with your dedicated bookkeeper via video-conference, phone call, email, or even text.

Services

Everything that needs to be done to maintain proper financial records. This includes recording and categorizing transactions, reconciling accounts, month-end and year-end closing, and other important tasks. We sync the accounting software with most major banks and payment platforms to automatically import financial data in a secure, efficient way.

We'll help you choose and get set up in modern accounting software that meets your company's specific needs.

Need to fill in or correct financial records for time periods in the past? Didn't have a bookkeeper, or had a bookkeeper who didn't do a good job? BooksTime will get your books sparkling clean and up-to-date in no time.

A Senior Bookkeeper will review your books to identify any glaring errors or issues. We'll share the results with you.

This service is currently free for small businesses and nonprofits with under 50 employees.

Your BooksTime bookkeeper can set up payments on your behalf through a secure online payment platform. We’ll follow your guidelines for when to pay which bills, from which accounts, and so on. You'll click an "approve" button to authorize payments before they are released. Approvals are easy: you can choose between a secure website portal, or a secure app for your mobile device.

Getting paid shouldn’t take a ton of work. We’ll prepare and send invoices to your customers. These can of course be based on your templates and guidelines, if desired. We can even follow up with your customers about late payments as needed. If payment reminders need to be sent, our team will use templates that we’ll confirm with you at the outset.

Get financial clarity without the hassle.

Your bookkeeper will provide you with easy-to-understand reports. That way, you can stay on top of your finances and plan for the future -- without spending any time in Excel or QuickBooks.

Your bookkeeper is also available for calls to review the books together to identify changes and trends, as well as potential concerns or opportunities. You can meet with your bookkeeper via phone or video-conference, or you can stick to email if you prefer.

Contact for details.

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