Monthly Accounting

get your business back on track and keep it there!

Our Monthly Accounting services are for graduates of Know Your Numbers

Click Here To Learn More About KYN Workshops

Our Process and Services:

  • We customize your Chart of Accounts to match the KYN Projected P&L.

  • We enter your KYN Monthly Budget into QBO Budgeting.

  • Every week we process your accounting transactions in your QuickBooks Online account.

  • The level of service is customized to your needs.

  • We offer Full Service Payroll Processing and Bill Paying/Accounts Payable Management as well.

  • Every month we reconcile your bank accounts, credit card accounts and trial balance and add operating depreciation.

  • Once the month is complete it is reviewed by Ian and our CPA for accuracy.

  • You will then receive a Profit & Loss Statement, a Balance Sheet, and a Cash Flow Report.

  • You will also receive a P&L vs the KYN Monthly Budget report that allows you to see how your business is performing compared to your KYN projections.

How To Become A Client

Step 1: Register for an Upcoming Know Your Numbers Workshop (click here for KYN Workshops and to book)

Step 2: Email ian@blueclawgroup.com to schedule a ZOOM call

Step 3: Ian will provide you with a custom quote for the service level that you want including any catch up of prior month’s books that need to be done

 *If you have already attended Know Your Numbers, you are eligible to go to Step 2.  If you would like to do a KYN refresh, that is available at discounted rates.

 
 

Monthly Accounting Services

 
 

We handle your monthly bookkeeping so you can focus on running your business day to day.  For graduates of Know Your Numbers, we can provide our team of bookkeepers, accountants, an in-house CPA, and Ian’s 30+ years of accounting and small business experience to your company.  

Our services include:

  • Processing weekly accounting transactions

  • Account reconciliation

  • Accounts Payable Management

  • Accounts Receivable Management

  • Document uploading and storage

  • Full Service Payroll

  • Sales Tax Compliance

  • Financial Statements