You Didn’t Start A Business to Do Bookkeeping
POTVIN BOOKKEEPING
Plymouth, NY
As a family-owned and operated business, you get a dedicated partner who understands your ledger and tracks your daily financial health. We build real relationships.
We are located in Plymouth, NY. Thanks to technology and QuickBooks, we provide seamless virtual services. Allowing us to provide clean books to businesses in New York, Vermont and Nationwide.
Schedule a FREE consultation today! Let Potvin Bookkeeping show you how we can save your business precious TIME and MONEY.
Benefits of working with Potvin Bookkeeping
Clean-Up & Support
Historical Catch-up Bookkeeping: Fixing messy or un-entered past books
Tax-Ready Financial Reports: Delivering organized files straight to you CPA or tax professional
Software Setup & Migration: Moving your workflow to QuickBooks Online
Core Bookkeeping
Daily Transaction Categorization: Sorting all income and expenses accurately
Bank & Credit Card Reconciliations: Matching books to monthly statements
Account Receivable (A/R): Invoicing clients and tracking open payments
Account Payable (A/P): Managing vendor bills and scheduling payments
Financial Reporting
Profit & Loss Statements: Weekly or monthly visual performance tracking
Balance Sheets: Clear overview of assets, liabilities, and equity
Cash Flow Statements: Monitoring money coming in and going out
Custom Financial Health Checks: Tailored reports based on your goals
Payroll & Compliance
Payroll Processing: Complete management of employee and contractor payments
1099 Preparation: Streamlined year-end filing local sales tax correctly
Sales Tax Tracking: Calculating and filing local sales tax correctly
3 Steps to Financial Clarity
Connect- Click Our free Consultation button
Sync- We securely connect to bank & credit card accounts
Relax- You scale your business, we maintain your weekly bookkeeping entries
READY TO HAND OVER YOUR LEDGER??
Let’s fix the back log and get your financials back on track