Our Services
Monthly Bookkeeping packages starting at $400 per month!
Every business is unique – your bookkeeping solutions should be, too! Lucidity Bookkeeping tailors each and every bookkeeping package to our clients’ specific needs. We offer monthly and quarterly bookkeeping packages with available add-ons such as payroll, accounts receivable management, bill pay, and more! Our full range of bookkeeping services include:
Monthly Bookkeeping & Account Reconciliation
Let us take the weight of categorizing transactions and reconciling accounts off your shoulders so that you can focus more on running your business!
Monthly Financial Statements and Analysis
Each month, we generate your profit and loss statement, cash flow statement, and balance sheet, guiding you through what the numbers mean during our monthly zoom call!
Annual Tax Preparation Package to Send to your Tax Preparer
Tax season doesn’t need to be difficult! We’ll provide complete and accurate information to make tax filing a breeze!
Historical Clean Up & Catch Up
No matter how far behind you are, your financial data is important for both compliance purposes and for long term strategic planning. We can help you get cleaned up, caught up, and ready to file in no time. Plus, we’ll analyze your data to help you plan for the future!
QuickBooks Online Consulting
Do you feel like your current systems aren’t as efficient as they should be? We consult with small businesses to ensure they have the best, more effective systems for QuickBooks Online.
QuickBooks Online App Integrations
Manually entering your transactions from your POS or other payment processors? We help clients integrate their payment systems with QuickBooks Online for more effective and accurate books.
Invoicing & Accounts Receivable Management
Our invoicing and bill pay options help clients get paid on time.
Bill Pay & Accounts Payable Management
Businesses have credit scores, too! Our bill pay services help clients avoid late payment fees and derogatory payment records.
Receipt Management
In the eyes of the IRS, no receipt means no deduction! We can help manage your receipts to avoid problems should an audit occur.
Monthly Journal Entries & Inventory Adjustments
Monthly journal entries and inventory adjustments are critical when it comes to generating timely, accurate financial reports. We make sure it’s done correctly in order to provide helpful financial insights in the moments when you need it most.
Custom Reporting
Your financial reports should be as unique as your business! We customize reports to help you see things clearly and make informed, high powered decisions.
QuickBooks Online Set-Up & Basic Training
Need help setting things up? We can help set up Quickbooks Online & provide basic training to get you off to the races!
Payroll Solutions
Employees are your biggest asset – make sure they are paid on time! We can help you choose the best payroll solutions and service to fit your business needs.
1099 Filing
Working with subcontractors? The IRS requires your business to file 1099’s for certain subcontractors. We can help make this process simple by handling it for you.
Sales & Use Tax Filing
Sales tax can be confusing and intimidating! We can help guide you through the process and even file Sales Tax within the appropriate jurisdictions.
Are you Ready to Experience Financial Lucidity?
Book a Free Discovery Call Today!
