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MILLENNIAL BOOKKEEPING & ADVISORY SERVICES

Are you ready to shape up?  Take hold of your finances by the ……

Perhaps you’re a little behind with your books and are stressing about where all your money is going and when you can finally file your taxes.  Ready to stop burning the midnight oil and churning your wheels on trying to do it yourself?  Or maybe you have a bookkeeper (or wife, or office manager, or mother-in-law), but you have outgrown them and need a little more detail.

Our Bookkeeping Services Include:

·        Create or update your Chart of Accounts (COA)

 

·        Accounts payable management: Paying bills from vendors; keeping accurate, precise, and timely records of all bills received; collecting and issuing necessary tax forms (such as W9’s and 1099’s) from/to vendors as needed

 

·        Accounts receivable management: Generating and sending invoices as needed, accurately recording client payments

 

·        Customer statement processing

 

·        Payroll processing and reports

 

·        Vendor maintenance

 

·        Inventory management and record-keeping

 

·        Bank and credit card reconciliation

 

·        Financial Statement creation including specific productivity reports

 

·        Analysis and creation or updating of current apps and integrations (build tech stack)

 

·        Analyze, create, and/or update processes and procedures (build your bookkeeping manual)

 

 

Millennial Bookkeeping & Advisory Services is a virtual firm that is eager to grow with your business. Based in Lewisville, Texas, and working with clients remotely nationwide, we pride ourselves on being able to meet you where you are. We are committed to serving our customers by helping them manage their finances and grow their business. Our bookkeeping services are available a la carte or as part of a larger, one-of-a-kind package. We offer free consultations for new clients – schedule your appointment today!

TECHNOLOGY

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