Bookkeeping and accounting

Expert services for peace of mind

Is hiring a full-time CFO or financial controller out of your budget?

Managing finances and keeping track of financial records can feel like daunting task, but with MatchBooks on your side, we can help keep your business on track.
With over 50 years’ collective experience, our team of professional and qualified bookkeepers are dedicated to providing a high-quality service to help you make informed business decisions and futureproof your organization.
Outsourcing to us on a monthly or project basis means we work as your virtual CFO, helping you with bank loans, due diligence, negotiations and more.
We offer a no-charge, initial consultation to determine if our services are the right fit for your company. We’ll assess your accounting and bookkeeping needs, learn more about your business goals, and work with you to determine what plan or service(s) is right for you.

Why work with us

When you partner with us, you can feel in charge and confident about both your finances and your business because we have your back. We understand that every business has unique needs, which is why we offer customized bookkeeping solutions tailored to your specific requirements. Our team will work closely with you to understand your company and provide a personalized service that meets your needs.
When working with us, you’ll benefit from:
Financial situation awareness
Having a clear understanding of your financial situation enables you to make more informed and effective business decisions. Can I hire that new employee? Can I take advantage of low prices and buy that inventory? Are my KPIs in line with my industry?
Sound financial mindset
When you know your company is profitable, your bills and receivables are up-to-date, and your vendors have been paid, you can focus on your clients and their needs.
Safeguards 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.

What we offer

Bookkeeping and accounting services

  • Post-bank transactions
  • Post-credit card transactions
  • Reconcile bank and credit card accounts
  • Bill your clients
  • Pay your vendors
  • One scheduled meeting per month
  • Unlimited online and phone support

Controller services

  • Month-end close
  • Financial statement preparation
  • Cash flow management and forecast
  • Budget preparation and tracking
  • Industry comparisons
  • Key performance indicators (KPIs)
  • Review financial results with management
  • Tax and audit support
  • Two scheduled meetings per month
  • Unlimited online and phone support

Strategic CFO services

  • Strategic advice
  • Forecasting and modeling
  • Performance by job or contract
  • Banking relationships
  • Board and executive meetings
  • Four scheduled meetings per month
  • Unlimited online and phone support

Additional services

Can be added to any service package

Pricing

We offer affordable monthly plans that can be customized to meet yours or your business' specific requirements.
Bronze
Includes:
  • 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 month, 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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Silver
Includes bronze services plus:
  • Expedited financials delivery 10 days after the end of the 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
  • Payroll journal entry
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Gold
Includes silver services 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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Package add-ons

We also offer the below services for an additional cost. Please get in touch to find out more.
  • 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
  • Single state sales tax reporting

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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 non-profits, construction companies, and restaurants.
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