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Our Services

our services

Bookkeeping Services

We offer a full range of bookkeeping services designed to fit your business, and if you need something more, we’ll create a solution Taylor made for you.

Set up

Set up

  • Evaluate your business needs and recommend the right QuickBooks setup
  • Connect bank and credit card accounts
  • Build a customized chart of accounts
  • Import historical data (if available)
Service

Clean Up

  • Review and correct prior transactions
  • Reconcile bank and credit card accounts
  • Fix miscategorized income and expenses
  • Deliver clean, accurate financials
Service

Ongoing Support

  • Monthly transaction categorization and reconciliation
  • Financial reporting (P&L, Balance Sheet, others)
  • Ongoing support and guidance
  • Optional add-on services as your business grows (accounts payable, accounts receivable, payroll, sales tax, 1099s)

Not sure what you need? Let’s talk through it together

GETTING STARTED

Working with Taylor Made Bookkeeping is simple and personalized. We take time to understand your business, provide a clear plan and deliver ongoing support so you always have accurate, reliable financials.

Get Started

Get Started

Complete a short questionnaire and schedule a discovery call so we can learn more about your business and your needs.

Review & Proposal

Review & Proposal

We assess your books and provide a clear proposal outlining the scope of work, timeline and pricing based on your needs.

Why

Ongoing Support

Once you’re onboarded, we will handle your books and provide consistent, reliable support so you can focus on running and growing your business.

INDUSTRIES & SPECIALIZED SERVICES

We work with small business owners across a variety of industries with a focus on real estate investors, contractors and service-based businesses.

testimonials

What our customers say