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What Services does The Books! Offer?

Right now, you're probably thinking, "So what does "bookkeeping" really mean? What can you do for me?"


The answer is simple, really. 


book·keep·ing: n. The practice or profession of recording the accounts and transactions of a business.


Whether you have an existing business or are just starting your business, we can help you achieve your goals. Too often business owners get caught up in the routine tasks of bookkeeping instead of concentrating on increasing sales and expanding markets. 


Accurate bookkeeping is an essential part of every successful business. The Books! offers solutions to help your business grow. We can set up your bookkeeping and payroll from scratch or troubleshoot problems you may already have. We can set up your books at your business site, or we can keep them remotely at ours.


The Books! provides a wide range of bookkeeping services, including, but not limited to:

  • Clean-up for existing companies
  • Management of books in the client's office or in ours
  • Chart of Accounts set-up
  • Design, customization and generation of electronic estimates, invoices and credit memos
  • Annual 1099 and W-9 Processing
  • Recording payroll and tax payment transactions from payroll reports (if you use an outside source to process your payroll)
  • Payroll calculation and processing (if you choose to do your payroll in-house)
  • Accounts Payable - entering and paying bills, printing and collating checks
  • Accounts Receivable - tracking overdue accounts and processing collections
  • Bank and credit card reconciliations
  • Preparation of monthly financial statements:
     * Profit & Loss
     * Trial Balance
     * Balance Sheet
     * Statement of Cash Flows
     * Detailed account activity reports for any period or range of time

How often will we see you?

As often as your business and its needs demand. We do, however, recommend establishing a regular schedule with us to make sure your books stay up-to-date.

So, how do we get started?

You have grown your business into a winning operation, but maybe you have come to a point where the demands on your time don't allow you to handle your finances as well as you would like. Or, maybe you are finding that the costs of having a full-time bookkeeper are too high for your current situation. With The Books!, you know that your day-to-day financial record-keeping and reporting will be handled quickly and correctly. And with our service, you only pay for the time you need.


  1. Contact Us
  2. No-Cost Consultation
  3. "Clean-Up" of Existing Books
  4. Accountant Review
  5. Determine Ongoing Schedule
  6. Establish a Bookkeeping System
  7. Ongoing Bookkeeping

Let us do what we're good at so you can do what you're good at!  

To Shred or not to shred?

So many of our clients ask how long to keep bank statements, pay stubs, invoices, tax returns, etc. 

Download our Record Retention Guideline for a list of common records and their recommend shelf-life.

Record Retention Guideline (pdf)Download

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The Books! is a division of Sinclair & Associates, LLC

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