BooksTime Services

Bookkeeping

Bookkeeping

Everything that needs to be done to maintain proper financial records. This includes recording and categorizing transactions, reconciling accounts, month-end and year-end closing, and other important tasks. We sync the accounting software with most major banks and payment platforms to automatically import financial data in a secure, efficient way.

Set-up Or Clean-up

Set-up Or Clean-up

If your books need to be set up, cleaned up or caught up, give us a call. However bad the situation is, don’t worry: we’ve probably seen worse. We’ll get your books sparkling clean and up-to-date in no time.

Payroll

Payroll

With BooksTime, payroll is a breeze. Includes federal, state, and local payroll filings and tax payments (in all 50 states). Set up direct deposit, paid time off tracking, and multiple pay rates easily. W-2s (for employees) and 1099s (for contractors) are included. You can even add on health benefits administration and workers’ compensation insurance.

Bill Pay

Bill Pay

In addition to recording and tracking your unpaid bills, we can issue payments on your behalf. We’ll follow your guidelines for when to pay which bills, from which accounts, and so on. You can add an authorization step to approve individual payments before they are issued. You choose the authorization method: either log in to a simple, easy-to-use online dashboard, or confirm payments via SMS.

Invoicing

Invoicing

Getting paid shouldn’t take a ton of work. We’ll prepare invoices based on your guidelines. We can even follow up with your customers about late payments as needed (via email and/or phone). If payment reminders need to be sent, our team will follow templates and call scripts that we’ll confirm with you at the outset.

Insights

Your BooksTime bookkeeper won’t only help you maintain your financial data — they’ll also help you understand and use your data to grow your business:

Get a clear view of your finances with accurate, easy-to-understand reports each month.

Track trends in the metrics that matter most to your business with customized visual dashboards.

Set up a budget, compare it to actual spending, and get automatic notifications when your spending in a category gets close to the budgeted limit.

Use cash flow forecasts to plan for the future.

Best of all, get complete peace of mind during tax season: your BooksTime bookkeeper will work directly with your tax accountant to deliver the statements and reports they need, on time, in your tax accountant’s desired format.

Consulting CFO

Consulting CFO

Need high-level financial guidance, but not ready to hire a full-time CFO? Get expert advice from one of our highly qualified consulting CFOs. A consulting CFO can provide proactive financial leadership, help you design a financial strategy, prepare presentations to impress potential investors or lenders, advise on M&A initiatives, and more.

You’ll be matched with a CFO with extensive experience in your industry, advanced degrees in Accounting, Finance, Business or a related field, and other qualifications, such as a CPA license and technical certifications.

Industry-Specific Services

From sales tax automation for e-commerce businesses to nonprofit annual audit preparation, BooksTime has you covered. Choose your industry here to learn about specialized services for your industry. Specialized services are available for 15+ industries. This section of the website is under construction -- get in touch if you don't see your industry yet.

Get A Personalized Proposal

We’ll build a custom service plan just for you. Schedule a free consultation with a financial expert to get a personalized proposal:

The consultation can be held over the phone, video-conference or in person (in select cities).

The financial expert will learn about your needs and preferences, walk you through your options, and explain how everything will work. You’ll get a detailed proposal, which will include a list of recommended services and a quote.

Try BooksTime Risk-Free For 1 Month

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