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Bookkeeping and Advisory Services to Match Your Needs and Your Budget

When you have our dedicated MatchBooks team on your side, you can feel in charge and confident about your finances and your business because we have your back. When working with us, you'll enjoy the benefits of:
  • Financial Situation Awareness: Knowing where you are financially helps you make better business decisions. Can I hire that new employee? Can I take advantage of low prices and buy that inventory?
  • Sound Financial Mindset: When you know your company is profitable, your bills and receivables are are up-to-date, and your vendors have been paid, you can focus on your clients and their needs.
  • Safeguards are in Place: Access to your financials on a monthly basis prevents fraud and allows you identify expenses that were not authorized. You will also know that your state filings are up to date and payroll taxes have been processed.
You have your trusted team in MatchBooks looking out for you and your business' best interests. When someone asks you how the business is doing you are able to confidently answer GREAT.

Bookkeeping and Advisory Services

MatchBooks offers a no-charge, initial consultation to determine if our services are the right fit for your needs. In this meeting we learn what your accounting and bookkeeping needs are, more about your business goals, and we'll work with you to determine what plan or service(s) is right for you.
We offer affordable monthly plans that can be customized to meet you or your business' specific needs

Pro-Active Services

Controller Services
Month End CloseFinancial Statement PreparationCash Flow Management & ForecastBudget Preparation & TrackingIndustry ComparisonsKey Performance Indicators (KPI)Review Financial Results with ManagementTax & Audit Support(2) Scheduled Meetings per MonthUnlimited Online Support by Phone & Email
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Transactional Services

Bookkeeping and Accounting Services
Post Bank TransactionPost Credit Card TransactionReconcile Bank and Credit Card AccountsBill your ClientsPay your Vendors(1) Scheduled Meeting in a monthUnlimited Online Support by Phone & Email
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M&A Transactional Services


Business ValuationSell your BusinessBuy a Business Consulting
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Additional Services

Add Additional Services to any service package as needed
ADP Payroll SolutionsProperty TaxSales / Use TaxQuickbooks Software Training
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Strategic Services

CFO Services
Strategic Advisory ServicesForecasting & ModelingPerformance by Job or ContractBanking RelationshipsBoard & Executive Meetings(4) Scheduled Meetings per MonthUnlimited Online Support by Phone & Email
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Business Consulting

Consulting Services
Business StrategyOperations Systems & ReviewManaging Growth to the Next LevelIT & Security AssessmentRisk ManagementGeneral Problem Solving Non Profit Consulting and Fundraising
Learn More

Matchbooks Offering

Get 1 month free when you sign up for an annual package with us through 1/15/2023.
Gold Support
Silver Level Plus:
  • Single State Sales Tax Reporting
  • Issuing 1099-MISC /NEC forms to contractors (up to 15) at year-end
  • 1000 transactions per month
  • 8 bank and or credit card accounts
  • QuickBooks Plus Subscription
  • Inventory Reporting
  • Support for Classes
  • 2 Controller success calls per month
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Silver Level
Bronze Level Plus:
  • Expedited financials delivery 10 days end of month

  • Weekly Bookkeeping
  • Up to 500 transactions per month, 5 bank and or credit card accounts
  • 1 Controller Call per Month
  • Priority Support
  • QuickBooks Essentials Subscription
  • customized chart of accounts

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Bronze Level

  • Entering Financial Records of the Business including Bank Transactions, Vendor Bills, Credit Card Statements
  • Reconciling Bank and Credit Card Statements
  • Maintaining Vendor and Client Lists
  • Monthly Bookkeeping
  • Receipt Management
  • Dedicated Account Manager
  • Producing Financial Reports Balance Sheet, Profit, and Loss Statements, and Cash Flow Report
  • Delivered 20 days After the End of the Month

  • Standard Chart of Accounts
  • 24-Hour Email Support Response

  • Up to 200 transactions per mo, 3 Bank and/or Credit Card Accounts
  • Tax Ready End of Year Financial Statement

  • 1 Controller Email/ Call per Quarter
  • QuickBooks Start Online Subscription
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Additional Services
  • Catch up bookkeeping
  • Accounts Payable
  • Collection Calls
  • Quickbooks Training
  • Business Brokerage and valuation
  • Payroll
  • Accounts Receivable
  • Part-Time controller and CFO services
  • Invoicing
  • 1099 MISC/NEC
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We’ve joined forces with QuickBooks to give you access to their accounting software at a discounted price. QuickBooks Online Payroll works for small to midsize businesses—from accountants and financial experts to nonprofits, construction companies, and restaurants.
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