Welcome to Shul Bookkeeping: Your Trusted Partner for Streamlined Financial Management
At Shul Bookkeeping, we understand the challenges that small to medium-sized businesses face when it comes to managing their finances. From juggling day-to-day transactions to preparing for tax season, the complexities of bookkeeping can often feel overwhelming.
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What do you love most about your job?
I love being able to help people and let them focus on growing the business
Can you provide your services online or remotely? If so, please add details.
We can provide services remotely and / or online, depending on what the customer needs are.
Record Transactions
Accurately record all financial transactions, including income, expenses, purchases, and payments, into the appropriate accounts using accounting software or manual ledgers.
Reconcile Accounts
Regularly reconcile bank statements, credit card statements, and other financial records to ensure that recorded transactions match the actual transactions and resolve any discrepancies.
Manage Accounts
Maintain detailed records of accounts payable and accounts receivable, including invoicing clients, tracking payments, managing vendor relationships, and ensuring timely collections.
Prepare Financial Statements
Prepare and generate financial statements such as balance sheets, income statements, and cash flow statements to provide an overview of the business's financial position and performance.
Monitor Cash Flow
Monitor cash flow by tracking incoming and outgoing funds, forecasting future cash needs, identifying potential cash flow issues, and recommending strategies to improve cash flow management.
Budget and Forecasting
Assist in the development of budgets and forecasts by analyzing historical financial data, identifying trends, and projecting future revenues, expenses, and cash flows to support financial planning.
Maintain Compliance
Ensure compliance with accounting regulations, tax laws, and financial reporting requirements by staying updated on relevant regulations, preparing accurate tax filings, and maintaining proper documentation.
Provide Financial Analysis
Conduct financial analysis and performance reviews to assess the business's financial health, identify areas for improvement, and make data-driven recommendations to support strategic decision-making.
Offer Financial Advice
Provide financial advice and guidance to business owners or management based on financial analysis, industry trends, and best practices to support informed decision-making and business growth.
Communication
Communicate effectively with stakeholders, including business owners, management, vendors, and financial institutions, to provide updates on financial matters, address inquiries, and facilitate collaboration.
