Bookkeeping is the backbone of your business.

Running a business can be a juggling act. Between client work, marketing, and team management, bookkeeping often falls to the wayside. Sound familiar?

You're not alone. Many entrepreneurs struggle to keep up with their finances, leading to uncertainty and missed opportunities. Nobody wants that.

At Southeast Bookkeeping + Tax, we understand. That's why we offer expert bookkeeping services designed to free you from the burden of financial admin.

Let us handle the numbers while you focus on what you do best: growing your business. We'll ensure your financials are accurate, up-to-date, and ready to guide your business to new heights. So, are you ready to get started?

Lets Get Started -

Lets Get Started -

Essentials Monthly Bookkeeping

Gain peace of mind knowing your finances are in expert hands. This package frees you to focus on what you love by handling all your bookkeeping needs.

The Essentials Monthly Bookkeeping includes:

  • Income & Expense Categorization: Accurate and timely categorization to keep your finances organized.

  • Monthly Bank & Credit Card Reconciliation: Ensure your accounts are balanced and accurate every month.

  • Monthly Financial Reporting: Clear and concise reports to keep you informed about your financial health.

  • Quarterly 1:1 Call: Personalized sessions to review financials and discuss strategies.

  • Support via Email & Slack: Ongoing support to address your finance questions and needs.

  • Yearly 1099 Preparation & Distribution: Hassle-free preparation and distribution of 1099 forms.

  • Year-End Collaboration with Your CPA: Seamless collaboration with your CPA to ensure a smooth year-end process.

Signature Bookkeeping + CFO Services

For the ambitious professionals ready to elevate their financial management and scale their business efficiently.

The Signature Bookkeeping + CFO Package includes everything in our Essentials Monthly Bookkeeping service, plus:

  • Payroll Management: Comprehensive handling of your payroll needs, ensuring timely and accurate payment to your team.

  • Personalized Financial Insights: Tailored financial insights with budget-to-actual comparisons, cash flow forecasting, and visual reports to keep you informed and ahead of the curve.

  • Monthly Strategy Sessions: Personalized monthly sessions to set and review business goals, ensuring alignment and progress.

  • Cash Flow Projections: Proactive cash flow planning to keep your business financially healthy and prepared for the future.

Bookkeeping Cleanup

Don't let bookkeeping overwhelm you. Our judgment-free cleanup process helps businesses over 3 months behind get back on track with accurate records and regain financial control.

This package ensures your financial records are meticulously organized and accurate, providing you with a clear financial picture. The Cleanup Services include:

  • Income & Expense Categorization: Precise categorization to organize your finances.

  • Vendor Review: Comprehensive review of vendor transactions and accounts.

  • Reclassify Transactions: Correct classification of past transactions for accuracy.

  • POS & Sales Reconciliation: Reconciliation of point-of-sale and sales data.

  • Accounts Receivable Cleanup: Detailed cleanup of outstanding receivables.

  • Accounts Payable Cleanup: Thorough cleanup of outstanding payables.

  • Full Review & Audit: In-depth review and audit of your financial records.

  • Bank & Credit Card Reconciliation: Accurate reconciliation of bank and credit card accounts.

How to get started

the process

1

Submit your inquiry form HERE

2

You’ll get our services guide & a calendar link to book your discovery call

3

We’ll chat about your needs and send you a custom bookkeeping proposal