Bookkeeping and accounting
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
Sound financial mindset
Safeguards in place
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
- 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
- ADP payroll solutions
- Property tax
- Sales / use tax
- Quickbooks software training
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
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
