At Bear Numbers Bookkeeping, we understand that every business is different. We'll work with you to customize a plan that works for your business. Check out the types of services we offer below.


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Xero and QuickBooks Online (QBO)

Both Xero and Quickbooks Online are online cloud-based accounting tools that help you keep track of your business finances from any internet device. Our services come with a monthly subscription to Xero or QBO.


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HubDoc Subscription

Document collection and management software to collect and sync all of your bills, invoices, and receipts to Xero or QBO. No more lost bills, statements, or receipts.


Account Sync

Bear Numbers Bookkeeping will retrieve all of your transactions and sync your checking, credit card, or other bank accounts into Xero or QBO.


Record and Categorize Financial Transactions

We will record and categorize all of your business transactions to the proper accounts so that we can properly prepare your financial statements and you can see your business's profit and/or loss.


Reconciliation of Accounts

Reconciliation of accounts is the process of making sure that two sets of records balance or are in agreement. This process is used to make sure that money leaving the account matches money spent.


Accounts Receivable (A/R)

Your accounts receivable are the amounts owed to you from your customers for goods and services sold that have not yet been paid for. Invoices were sent to the customers itemizing what they bought and when the amount is due. Staying on top of your accounts receivable helps to prevent you from having cash flow issues.


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Accounts Payable (A/P)

Your accounts payable are the amounts your business owes to vendors/suppliers for goods and services you have received and have not yet paid for. You will receive invoices from your vendors/suppliers, which are due to be paid by a specific time. Pay these in a timely manner to keep your accounts in good standing and keep your credit rating up.


Preparation of Financial Statements

Bear Numbers Bookkeeping will prepare financial statements for you on a quarterly or monthly basis. These statements include the Balance Sheet, Income Statement, and Statement of Cash Flows. These statements give you an overview of where your business stands financially and accuracy is important so you can make business decisions quickly.


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Conference Time

Depending on your plan, we will spend 30 minutes to 1 hour with you every month to go over your financial statements or discuss your business changes.


No Contract (30 days notification prior to cancellation)

Bear Numbers Bookkeeping does not use contracts for continued business. We request that you give us 30 days of notification when cancelling our services so that we can properly close your accounts and end your monthly subscriptions.


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Communication with Your CPA

We will send your business's records over to your CPA so they can process your tax returns with the up-to-date information.


Additional Services

While we offer plans that may fit most business's needs, we're happy to offer additional services that fit for your business.

 

Bookkeeping Clean-Up

If you have fallen behind on your bookkeeping, need emergency bookkeeping, or have lost your previous bookkeeper, we can help you get caught up quickly!

Additional Bank Accounts

We can sync additional credit cards or bank accounts to your Xero or QBO accounts.

Additional Transactions

Your business is growing, and we can add additional transactions to your plan.

 

Custom Financial Reports

In addition to the 3 typical reports (Balance Sheet, Income Sheet, Statement of Cash Flows), we can also offer reports by vendor, supplier, aging of accounts receivable or payables, general ledger, etc.

Budget Set-Up

A budget is a financial plan for a certain period of time. This might include sales and revenues, inventory, assets, liabilities, and cash flows. We can help you set up a budget so that your business can succeed and grow.

Benchmarking

We can show you how your business ranks against other businesses in your industry.