Bookkeeping Services

Name: Floating Magnolia Bookkeeping Services LLC
Address: Poulsbo, WA 98370, USA, Poulsbo, US
Telephone: +13072222476

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Floating Magnolia Bookkeeping Services LLC
1 service • 0.0

Poulsbo, WA 98370, USA, Poulsbo | ~ 2,023.18 miles

+13072222476

Friday

Closed

Monday 10:00 - 16:00

Tuesday 10:00 - 16:00

Wednesday 10:00 - 16:00

Thursday 10:00 - 16:00

Friday Closed

Saturday Closed

Sunday Closed

Contact Options

Poulsbo, WA 98370, USA, Poulsbo

~ 2,023.18 miles

Phone 1 +13072222476

Friday

Closed

Monday 10:00 - 16:00

Tuesday 10:00 - 16:00

Wednesday 10:00 - 16:00

Thursday 10:00 - 16:00

Friday Closed

Saturday Closed

Sunday Closed

Core Bookkeeping Services

Monthly Reconciliations – Ensuring accuracy and clarity in your financial records.
Bank Feed Categorization – Keeping your business accounts organized and up-to-date.
Receipt Capture & Monitoring – Tracking and organizing receipts for comprehensive records.
Custom Financial Reporting – Tailored monthly reports to fit your business needs.
Chart of Accounts Review & Optimization – Ensuring proper categorization and alignment with financial goals and industry standards.
Cash Flow Analysis – Offering insights and recommendations for managing cash flow effectively.
Bookkeeping Catch-Ups & Cleanups – Bringing financial records current and correcting errors for clarity and compliance.

Accounts & Payroll Services

Accounts Receivable (AR) Management – Timely invoicing and customer payment tracking.
Accounts Payable (AP) Management – Accurate bill entry and vendor payment tracking.
Payroll Management & Setup – Handling payroll processing and ensuring compliance.
Employee Manuals & New Hire Forms – Providing documentation to support HR processes.

Advisory & Planning Support

Budget Creation & Strategic Planning – Developing action plans to keep finances on track.
KPI (Key Performance Indicator) Reporting – Tracking business-critical metrics.
Cost Reduction Strategies – Reviewing expenses to identify savings opportunities.
Business Financial Health Check – In-depth reviews and actionable strategies.

Systems & Workflow Optimization

SOP (Standard Operating Procedure) Creation – Custom workflows for consistency and ease.
Workflow Optimization – Streamlining systems for better efficiency.
Custom Reporting Setup – Designing reports tailored to your business goals.
System Recommendations & Integrations – Suggesting accounting tools and integrations that fit your needs.
Software Migration – Assisting with transitions between accounting systems, including data transfers.
Bank Statement Conversion – Preparing and formatting bank data for upload.

Travel & Mileage Tracking

Mileage Tracking Setup & Training – Organizing business travel records for accurate deductions.

Specialized Support

Audit Preparation Support – Organizing documentation and guidance for financial audits.
Emergency Financial Troubleshooting – On-demand support for urgent financial issues.
Bookkeeping Advisory – Expert insights to improve financial practices.
Compliance Consulting – Guidance on industry-specific regulations and standards.

Communication & Collaboration

Video Meetings to Review Financials – Personalized discussions to stay informed.
Client Portals – Secure document sharing and communication options.

Don’t See What You Need?

Every business is different, and bookkeeping isn’t always one-size-fits-all. If you’re looking for help with a specific process or task, submit an Application and let’s chat! I’d be happy to explore how I can support your goals—or point you in the right direction.

Additional Information

Service Type