Bookkeeping Services for Small Businesses
Golden Path By Anna provides professional online bookkeeping services for small businesses in the Houston area and throughout the United States. Services include monthly bookkeeping, QuickBooks Online setup and cleanup, bank and credit card reconciliations, accounts payable and receivable management, and clear financial reporting.
Every business has different bookkeeping needs. The service levels below illustrate common types of support; your scope and monthly fee are customized after a complimentary consultation and review of your books.
Customized Bookkeeping Service Options
Simple Start
Accurately categorize transactions for reliable financial reporting and tax preparation by your tax professional.
Reconcile bank and credit card accounts.
Essentials
Accurately categorize transactions for reliable financial reporting and tax preparation by your tax professional.
Reconcile bank and credit card accounts.
Prepare and review financial reports, including Profit and Loss, Balance Sheet, Accounts Payable, Accounts Receivable reports.
Monthly financial review, cash-flow review, and bookkeeping support to help you understand your business performance.
Advanced
Accurately categorize transactions for reliable financial reporting and tax preparation by your tax professional.
Reconcile bank and credit card accounts.
Prepare and review financial reports, including Profit and Loss, Balance Sheet, Accounts Payable, Accounts Receivable reports.
Monthly business consultations with financial insights, budget-to-actual analysis, and profitability review to support informed decision-making.
Schedule a Free Consultation and Get a Quote
Additional Bookkeeping Services
QuickBooks Setup
Selecting the right subscription plan for your business.
Setting up chart of accounts.
Configuring customer and vendor profiles.
Linking bank and credit card accounts.
Customizing QuickBooks Online to support your business needs.
Bookkeeping Cleanup and Catch-Up
Correct previous bookkeeping errors and organize incomplete or inaccurate financial records.
We carefully review transactions and account balances to help make your bookkeeping records accurate and complete.
Data Transfer and App Integration
We help transfer your accounting data to QuickBooks and integrate compatible third-party applications to improve efficiency and financial visibility.
Frequently Asked Questions
Do you provide bookkeeping services outside the Houston area?
Yes. Golden Path by Anna is based in the Houston area and provides online bookkeeping services to small businesses throughout the United States. We work remotely using QuickBooks Online and secure digital tools.
What financial reports will I receive?
Depending on your business needs, reports may include a Profit and Loss Statement, Balance Sheet, Accounts Receivable, Accounts Payable, and cash flow information. We also help you understand what the numbers mean for your business.
Are your bookkeeping services customized?
Yes. Every business has different bookkeeping needs. After a complimentary consultation and review of your books, we customize the services and pricing based on your business, transaction volume, and level of support needed.
Can you clean up overdue or inaccurate bookkeeping?
Yes. We provide bookkeeping cleanup and catch-up services. We review previous transactions, correct categorization errors, reconcile bank and credit card accounts, and organize your records so your financial reports are accurate and reliable.
Do you work with QuickBooks Online?
Yes. Anna is a Certified QuickBooks ProAdvisor. We provide QuickBooks Online setup, cleanup, transaction categorization, account reconciliation, financial reporting, and ongoing bookkeeping support.
Do you provide payroll or income-tax preparation?
We do not process payroll or prepare income tax returns. However, we keep your financial records accurate and organized and can work with your payroll provider, CPA, or tax professional when needed.
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