Who we work with

Who we work with

Every business is different.
We are designed to meet your needs.

At Bookify Accounting, we work with a variety of clients, including startups and small businesses. Whether you’re just getting your business off the ground or looking to streamline your financial processes, we provide tailored accounting solutions to meet your unique needs. We also support growing businesses, established entrepreneurs, and professionals who need reliable, expert financial guidance to ensure long-term success.

Bookkeeping /Accounting

  • Transaction Recording: Accurately track and categorize all business transactions, including income, expenses, and invoices.
  • Bank Reconciliation: Regularly reconcile bank statements to ensure all financial records match and are error-free.
  • Accounts Payable & Receivable: Manage and track outstanding payments and bills to maintain healthy cash flow.
  • Financial Reporting: Prepare detailed financial statements, including profit & loss, balance sheets, and cash flow reports.
  • Tax Compliance: Ensure your records are compliant with tax regulations, providing accurate reports for tax preparation and filings.

Catch up / Clean up

  • Review & Organize Past Records: We review and organize your past financial records to ensure everything is accurate and up-to-date.
  • Reconcile Outstanding Transactions: We reconcile any unpaid or missed transactions, ensuring that your accounts reflect the correct balances.
  • Fix Errors or Discrepancies: We identify and correct any discrepancies or errors in your financial records, ensuring accuracy and compliance.
  • Prepare for Tax Filing: We ensure your financial records are ready for tax season by cleaning up past transactions and reports.
  • Streamline Financial Processes: We optimize your accounting systems to make future record-keeping and reporting more efficient.

Analytic Reporting

  • Financial Performance Insights: We provide detailed reports on your business’s financial health, highlighting key metrics such as revenue, expenses, and profitability.
  • Cash Flow Analysis: We analyze your cash flow to ensure you maintain liquidity and can make informed decisions about future investments or expenses.
  • Trend Tracking: We track financial trends over time, helping you identify patterns and opportunities for growth or cost-saving.
  • Budget vs. Actual Analysis: We compare your actual financial performance against your budget to spot variances and adjust strategies as needed.
  • Custom Reports: We create tailored reports that align with your business goals, offering actionable insights to guide your decision-making process.

Bill Pay

  • Timely Bill Payments: We ensure that all your bills, invoices, and recurring payments are paid on time to avoid late fees and maintain good vendor relationships.
  • Invoice Management: We track and organize all incoming invoices, ensuring they are correctly matched with corresponding purchase orders and contracts.
  • Expense Categorization: We categorize your bills by type, making it easier to track business expenses and maintain organized records.
  • Payment Scheduling: We create a payment schedule to streamline your cash flow, ensuring you never miss a due date while optimizing your available funds.
  • Vendor Communication: We handle communication with vendors regarding payment inquiries, discrepancies, or issues, so you can focus on running your business.

Filing Services

We handle set up, connect your books, run payroll, register and file payroll taxes to federal and state(s), direct deposit, W2’s and 1099’s and integrate benefits for your employees.

Bookify is the affordable way to manage your accounting & bookkeeping.