At Akilah Waldrond CPA PLLC, our bookkeeping services are designed to streamline your financial management, improve efficiency, and provide a clear, accurate picture of your business’s operations.
Our initial onboarding process begins by understanding your business’s unique internal and external environment, from strengths and weaknesses to opportunities and threats. This helps us develop a customized bookkeeping plan that addresses your specific requirements and enhances your decision-making around finances.
Our team is fully trained in QuickBooks, offering complete management or training on essential accounting functions like paying vendors, invoicing, and reconciling accounts.
From full-charge bookkeeping to financial statement presentations, we handle everything—journal entries, bank reconciliations, and high-level financial analysis.
By taking control and capturing activities on the transaction level, a business can improve efficiency in record keeping and create an accurate picture of the business’s operations.
Full-Charge Bookkeeping (hourly and monthly rates)
Journal entries and adjusting entries
Bank Reconciliation
Credit Card Reconciliation
High-level financial analysis
Financial statement presentation
Find answers to your questions related to bookkeeping services.
We offer a range of bookkeeping services, including accounts payable and receivable management, bank reconciliations, and financial reporting. These services help your business stay organized by ensuring accurate and timely financial records, streamlining transactions, and providing you with clear insights into your financial health, enabling you to make informed decisions and focus on your core operations.
Transitioning your current bookkeeping system to our service involves a structured process that begins with an initial consultation to understand your needs. We assess your existing system and securely migrate your financial data to ensure accuracy. Our team then sets up a tailored bookkeeping system, including the chart of accounts and reporting preferences, and provides training for you and your staff to facilitate a smooth adjustment. Finally, we offer ongoing support to address any questions or concerns, ensuring a seamless transition with minimal disruption to your business operations.
At this time, we do not offer comprehensive training and support for QuickBooks accounting software.
You will receive financial reports and updates on your business’s financial status on a monthly basis. These reports typically include profit and loss statements, balance sheets, and cash flow statements, along with any additional insights or customized reports as needed to support your decision-making.
Discover the value of a partnership that goes beyond tax and accounting, bringing you focus, support, and long-term commitment. Let’s work together to simplify your finances and build a clear path forward.
