Bookkeeping Solutions

A Variety of Services to Fit Your Business Needs

Wilson's Bookkeeping & Tax Service offers a wide variety of bookkeeping services to fit your business needs.

We can tailor a list of bookkeeping services that fit your specific situation, or you can choose from the options presented below:

Minimum Bookkeeping Services - Pricing Starts at $150 per month

Input Transactions - Enter transactions into our system monthly.
Assign Items to Appropriate Accounts - Assign all transactions to appropriate income and expense accounts.
Bank Statement Reconciliation - Your bank statements can be mailed directly to Wilson's for reconciliation.
Financial Statements - Monthly financial statements provided for your review.
Assist with Cost Control - Analyze your financials and advise accordingly if you appear to be paying too much for specific items or services.
Year-End Reports - Provide you with the information needed for you or us to quickly and inexpensively prepare your taxes.

Basic Bookkeeping Services - Pricing Starts at $250 per month

Basic Bookkeeping Services include all services listed under Minimum Bookkeeping Services plus the following:

Accounts Payable - Prepare your checks for signature by you or us then prepare them for mailing or delivery.
Accounts Receivable - Invoice your customers and manage collection as necessary. We can receive your payments and deposit them directly into your bank account if you desire.
Payroll - Manage your payroll and maintain your payroll records.
Assist with Cash Management - Prepare collection letters for you to sign and send to your customers, and we will make sure your bills are paid on-time, but no earlier than necessary.
Vendor and Customer Files - Maintain vendor and customer files for all those you do business with.

Premium Bookkeeping Services - Pricing Starts at $450 per month

Premium Bookkeeping Services include all the above services listed under Minimum and Basic Bookkeeping Services - plus custom reports that enable you to better analyze your revenue/expenses and quarterly budget reviews.

Examples of some of the services you can receive with Premium Bookkeeping Services:

Budgeting - We will work with you to accurately forecast future revenue and expenses.
Custom-Designed Reports - We will prepare custom-designed reports to provide the information you need to manage your business successfully.
Samples of reports we may provide include:
- Budget vs. Actual - We can provide a monthly budget vs. actual reports in order to see how you are doing against your projections.
- Customer Reports - We can provide reports to help determine who your most and least profitable customers are.
- Breakout of Expenses - It's useful to break expenses down into different categories, such as by product line, office, or region.
- Rolling Forecast - A rolling forecast allows you to see how your projections have changed over time.
- Employee Reports - We can provide a variety of employee reports, including reports showing company expenses and/or revenue associated with individual employees and year-end reports for detailing company employment costs.
- Event Analysis - We can help you track the revenue and expenses associated with specific events.
Quarterly Budget Reviews - We will meet with you quarterly to review the previous quarter, discuss changes to your budget for coming quarters, and analyze your business.

Services