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Bookkeeping and Accounting Services
What Are Bookkeeping and Accounting Services?
Bookkeeping and accounting services help businesses maintain accurate financial records, understand their financial performance, and make informed business decisions. MatchBooks provides professional bookkeeping, accounting, controller, and CFO services tailored to the financial needs of each business.
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.
Our Professional Bookkeeping Services in Falmouth, Sandwich, Bourne, Plymouth, Wareham, as well as the top five largest cities in Massachusetts—Boston, Worcester, Springfield, Cambridge, and Lowell—along with South Shore and Cape Cod, as well as businesses throughout New England and the Mid-Atlantic, including New York, New Jersey, and Pennsylvania, ensure that your financial records are organized, accurate, and up to date, so you can focus on growing your business.
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.
What Does a Bookkeeping Service Include?
A Professional Bookkeeping Service typically includes recording financial transactions, reconciling bank and credit card accounts, maintaining financial records, managing accounts payable and receivable, and preparing financial reports.
MatchBooks provides these core bookkeeping services along with controller and strategic CFO services for businesses that need additional financial oversight and guidance.
Virtual Bookkeeping Services for Your Business
Our virtual bookkeeping services are designed to provide you with the flexibility and expertise you need, no matter where you’re located. We ensure that your financial records are managed accurately and efficiently, allowing you to focus on running your business.
With our virtual accounting and bookkeeping services, MatchBooks serves as your remote CFO, taking care of everything from bank reconciliations to financial reporting. This way, you can focus on boosting your business profitability without worrying about the daily financial tasks.
How Does Virtual Bookkeeping Work?
Virtual bookkeeping allows businesses to work with a professional bookkeeping team remotely. MatchBooks manages financial records, reconciliations, and reporting while providing ongoing financial support, serving businesses throughout New England and the Mid-Atlantic, including New York, New Jersey, and Pennsylvania. This allows business owners to focus on operating and growing their businesses.
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
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
What Financial Services Does MatchBooks Provide?
MatchBooks provides three primary levels of financial support: bookkeeping and accounting services, controller services, and strategic CFO services. Additional services are available based on each business’s specific needs.
What we do
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
- Forecasting and Modeling
- 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
- ADP payroll solutions
- Property tax
- Sales / use tax
- Quickbooks software training
How Much Does Bookkeeping Cost?
MatchBooks offers monthly bookkeeping and accounting plans starting at $425 per month when billed annually or $459 per month when billed monthly. Businesses can choose from Bronze, Silver, and Gold plans based on their bookkeeping volume, reporting requirements, and financial support needs.
Pricing
We offer affordable monthly plans that can be customized to meet yours or your business’ specific requirements.
Bronze
- 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 subscription ( additional)
Silver
- Entering financial records of the business, including bank transactions, vendor bills, credit card Statements
- 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
Gold
- 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
Which MatchBooks Bookkeeping Plan Is Right for My Business?
The right bookkeeping plan depends on your transaction volume, number of financial accounts, reporting needs, and level of financial support required.
Bronze is designed for businesses needing core monthly bookkeeping and financial reporting.
Silver is designed for businesses that need weekly bookkeeping, expedited financial reporting, and additional controller support.
Gold is designed for businesses with higher transaction volumes and additional needs such as sales tax reporting, inventory reporting, and expanded controller support.
This makes the existing pricing table much easier for AI systems to understand.
Strategic CFO services
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
Where Does MatchBooks Provide Bookkeeping Services?
MatchBooks provides professional bookkeeping and accounting services in Falmouth, Sandwich, Bourne, Plymouth, and Wareham, as well as Boston, Worcester, Springfield, Cambridge, and Lowell. MatchBooks also serves businesses throughout South Shore and Cape Cod.
MatchBooks is based in New England and provides virtual bookkeeping and accounting solutions tailored to businesses and organizations based on their specific financial needs.
For businesses seeking support with buying, selling, or valuing a business, MatchBooks also provides Business Brokerage and M&A-related support across New England and into the Mid-Atlantic, including New York, New Jersey, and Pennsylvania.
Who Does MatchBooks Serve?
MatchBooks provides bookkeeping, accounting, and consulting services for small and midsize businesses, nonprofits, professional services firms, resellers, manufacturers, and other organizations. Services can be customized based on the organization’s financial requirements and business goals.
Frequently Asked Questions About Bookkeeping Services
