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Monthly Bookkeeping Services

Every business is unique and so are its needs. With Sunrae Bookkeeping Services, we offer a wide range of bookkeeping services to fit your business structure. We work with the business owner to provide the result you are looking for.   

Sunrae Bookkeeping Services work with you to customize a monthly plan that fits your needs. We understand that being a business owner doesn’t mean your strength is in keeping accurate bookkeeping. That’s why we are here to help! We  have experience starting books from scratch, doing catch-up services for those who are behind, and cleanup services for those who have messy or inaccurate finances. We will search for opportunities to improve your cash flow and keep you on a path for success.

Some of our common services include the following:

  • Data Entry of Deposit and Expense Transactions

  • Bank, Credit Card and Loan Reconciliations

  • Accounts Receivable/Invoicing

  • Accounts Payable/Billing

  • Payroll

  • Sales Tax Filings

  • Project Tracking

  • Monthly and Yearly Financial Reports

  • Unlimited Client Support

Services Provided

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Chart of Accounts

A chart of accounts will be built depending on the nature of your business. Every transaction will be categorized to track your income and spending.  

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Sales Tax Filing

Let us help keep you in compliance with the various federal and state agencies. We timely file your sales tax reports every month and quarter. 

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Asset Depreciation

Depreciation tracking is very important for asset management and calculating the exact value of each asset. We track all assets including monthly depreciations. 

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Financial Reports

Each month financial reports will be ran based on your needs. We always start with your Balance Sheet and Profit and Loss Statement.

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Accounts Payable

Using Bill Pay, we ensure your bills are paid on time. We track the expenses using your Chart of Accounts.  

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Partner Discounts

We have partnered with many different companies to give you discounts on services you might need for your business! Click this link to see available discounts.

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Accounts Receivable

We can help get your invoices out in a timely manner to your customers to help you get paid faster. 

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Project Tracking

Do you have projects within your business and need to track the profitability of each one? We can track each project and show your profit and loss each month.

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Unlimited Access

With your monthly plan, this means you have unlimited access to us.  No charging by the hour! We are available by phone and video.

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Lets Get Started

To schedule an appointment to receive more information on how to get started with monthly bookkeeping or any of our other services, click on the "Learn More" button below.  We look forward to hearing about your business and how we can help you.

Other Services Provided

One-Time Services

  • QuickBooks Online Clean Ups

  • Catch Up Work

  • QuickBooks Online Diagnostic Reviews

  • Transfer of QuickBooks Desktop to QuickBooks Online

  • QuickBooks Online Training

Advisory Services

  • Budgeting and Forecasting

  • Scenario Planning

  • Cashflow Management

  • Debt and Capital Reviews

  • Pricing and Debtor Reviews

  • Monthly Meetings and Accountability

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