Your QuickBooks Bookkeeping
Partner
Accurate Records, Seamless Operations
Business Services
Core Services
$200
/month
Classify transactions in the chart of accounts
Reconcile and verify bank and credit card statements
Preparation of Income Statement and Balance Sheet reports
Month-end financial close and review process
Add-On Services
$350
Everything in Core Services
A/R invoice input and tracking
A/P bill input for authorization and payment
Receipt tracking
Custom Chart of Accounts
One-Time Services
From $500+
Set up your books with a custom chart of accounts
Create a workflow for your small business bookkeeping
Clean up messy books
Catch up books that need to be brought up to date
Bookkeeping consultations
Strategic financial planning & analysis
Frequently asked questions
What exactly is bookkeeping, and why do I need it for my business?
Bookkeeping is the systematic recording of all financial transactions within your business. It’s essential because it provides a clear, accurate picture of your financial health, helps with budgeting, ensures compliance, and provides the data needed for informed business decisions and tax preparation.
How is bookkeeping different from accounting?
Bookkeeping focuses on the day-to-day recording of financial transactions (the “what happened”). Accounting uses this recorded data to analyze, interpret, and report on the financial health of the business, often providing strategic advice and tax planning
What accounting software do you use/support?
We primarily work with QuickBooks Online due to their efficiency and user-friendliness. We can also assist with migrating your data if you’re using different software.
What's the process for getting started?
It’s simple! First, we’ll schedule a free consultation to understand your business and bookkeeping needs. Then, we’ll provide a customized proposal. Once accepted, we’ll begin the onboarding process, which includes setting up your systems and getting access to necessary documents.
My books are a mess. Can you still help?
Yes, definitely! We specialize in clean-up and catch-up bookkeeping. We’ll get your past transactions organized and bring your records up to date, setting a strong foundation for ongoing services.
Reviews
Excellent service! Wake Bookkeeping transformed our chaotic books into a streamlined system. Responsive, knowledgeable, and a huge stress-reducer. Highly recommend!
Savannah Smith
Apex, NC
Absolutely fantastic! Wake Bookkeeping brought much-needed clarity to our finances. Professional, efficient, and truly helped us understand our numbers better. A game-changer for our business!
Jack Cooper
Greenville, NC
Our business finally has a clear financial roadmap. Their expertise in streamlining our accounting processes has saved us countless hours. Absolutely essential for any serious business owner!
Michael Davis
Raleigh, NC
Contact Us
Ready to bring your vision to life? Contact me today, and let’s create something amazing together!
- Phone
- Address
Apex, NC 27502