Bookkeeping Services for Small Business Owners

Tracking and organizing the financial date you cannot live without

The team of experts at CFO Shield provide full-service bookkeeping for small to medium-sized businesses. Accurately tracking the transactions of your business is critical to success. But the time needed to do this is overwhelming and not realistic for most business owners. Outsourcing your bookkeeping can result in more detailed, accurate financial reports and more time back to you to focus on other elements of the business.


Our Bookkeeping Services Provide:

QuickBooks Experts

Customized Chart of Accounts specific to your industry

Records of financial transactions, including:

Establishing accounts

Posting transactions

Ensuring compliance of legal requirements, based on industry

Defined bookkeeping policies and procedures for implementing best practices and training

Maintenance and balancing of general ledger

Preparing trial balance

Reconciling entries to bank statements

Development of historical record keeping through virtual filing of documents

Financial reports for review

Balance Sheet

Profit and Loss Statement

Cash Flow

Time tracking and job cost reporting

Sales commission tracking

Sales and use tax filing

Credit account reconciliation

Credit Care


Benefits of Outsourcing Your Bookkeeping

More time and less frustration are not the only benefits you will see by outsourcing your bookkeeping with CFO Shield. Our clients benefit from:

Reduced overhead

Online capabilities allowing for immediate and real time account balances

Secure data; removing the risk of lost financial information

Expert advice and knowledge to ensure compliance