How We Support You With Holistic Bookkeeping

Understanding your business’s financial health is vital for success. Solid business growth and filing taxes become challenging when you don’t know or understand your numbers. Our holistic bookkeeping services alleviate this burden, empowering you to concentrate on business growth and goals.

With our holistic approach, tailored for service-based professionals and specializing in serving holistic health professionals, you will: 

  • Feel Productive by having bookkeeping checked off your list.
  • Gain Clarity in your finances to make informed decisions.
  • Have Confidence knowing your books are done correctly.
  • Discover Joy in exploring business growth opportunities.
  • Experience Relief from tax penalties.

Monthly Services

Reviewing and reconciling your business bank, credit card, and loan accounts each month allows you to identify unusual or duplicate transactions due to fraud or banking errors, identify lost checks or deposits, and ensure all your business transactions are accounted for. We will organize your books and keep them organized, manage your receipts, review and reconcile your accounts monthly, and fix any discrepancies so you have peace of mind knowing that all funds are properly recorded.

We provide you with three standard financial reports each month and will send your annual financial reports to your accountant/CPA, so you have one less thing to worry about during tax season.
What are the standard financial reports, and why do you need them?
– Balance Sheet: Gives you a snapshot of your business’s financial health at a specific moment in time.
– Profit and Loss (Income Statement): Shows the details of the money coming into (income) your business and the money going out of (expenses) your business during a period.
-Statement of Cash Flows: Compliments the Balance sheet and Income Statement and shows where cash came from and where it went during a specific period. This information is grouped by operating, investing, and financing activities.

With all three statements, you will be able to analyze trends, determine if your business is in a position to expand, review the operating performance of your business, and much more. Together these three statements help paint a complete picture of your business’s financial health.

We want to make sure you fully understand how to interpret and utilize the financial information we provide, so we offer a 60-minute monthly virtual meeting or phone call to review the financial health of your business, ensure we are meeting your business needs, and ensure you understand how your business is doing. You can also contact us through your secure personal client portal when you have a question or concern. 

We use QuickBooks Online (QBO) cloud-based accounting software to manage your financial functions. As an industry standard, QBO integrates with many 3rd party software programs. We can work with your existing QBO account or set up a new QBO account for you if you currently have no bookkeeping system, are using spreadsheets, or a different software.

Add-on Services

To help you streamline your processes, we offer the following services as an available add-on to your monthly bookkeeping services.

Do you forget to send invoices and reminders to your clients/customers? Don’t worry…there’s a bookkeeper for that!

Does your business keep you so busy you forget to make important payments (insurance, loans, utilities, etc)? We’ve got you covered!

Does the end of the year keep you so busy you forget to send  1099s, or you aren’t sure who should even receive a 1099? Let us handle that for you.

Does payroll confuse you? Are you overwhelmed with the selection of payroll companies available? As a BHB Bookkeeping client, you’ll have access to our team of payroll specialists.

One-time Services

We will review your books for previous years or months, fix errors, and make sure your books are up-to-date so you can start having confidence in your business’s financial health.

It’s okay if you have no current bookkeeping system, are using spreadsheets, or a different software. We will set up a QuickBooks Online account for you and customize everything to the specific needs of your business.

"Bethany goes above and beyond with the bookkeeping services she provides. She is very thorough and skilled at what she does and she also cares about her clients and is able to support them and give advice on managing their business finances to increase profit. I highly recommend Bethany if you're looking for someone to help you manage your books."
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Lori Dean
Lead Infuser

Complimentary Consultation

During your consultation, we will discuss your business, financial pain points, goals, and how I can help you. 

I look forward to speaking with you soon. 

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