Monthly Bookkeeping Services

With SGM bookkeeping services, you can focus on managing your business while we handle the numbers. Our goal is to give you peace of mind by ensuring your financial records are
well-maintained.

We keep your financial data up-to-date and accurate, offering a clear picture of your financial health. Our detailed monthly financial reports offer valuable insights into your business performance, helping you make informed decisions.

By entrusting us with your monthly bookkeeping, you can focus on running your business confidently, knowing your finances are in expert hands.

Monthly Bookkeeping Services

Transaction Recording: Entering all financial transactions, including sales, purchases, receipts, and payments, into the accounting system.

Bank Reconciliation: Comparing the company's bank statements with its ledger to ensure all transactions are accurately recorded and identifying any discrepancies.

Expense Categorization: Classifying expenses into appropriate categories to facilitate financial reporting and analysis.

Accounts Receivable Management: Recording customer invoices, tracking payments received, and following up on overdue accounts.

Accounts Payable Management: Recording vendor bills, tracking payments due, and ensuring timely bill payments.

Ledger Maintenance: Updating the general ledger to reflect all financial transactions and adjustments.

Financial Reporting: Generating monthly financial statements, including income statements, balance sheets, and cash flow statements.

Review and Adjustments: Reviewing financial records for accuracy and making necessary adjustments for any errors or omissions.

SGM Bookkeeping Services Include

Tax Preparation Support: Organizing and summarizing financial data to facilitate tax preparation and compliance.

Compliance Monitoring: Ensuring all financial activities comply with relevant laws and regulations.

Budget Tracking: Comparing actual financial performance against budgets and forecasts to monitor variances.

”Very professional and knowledgable. SGM is
getting our bookkeeping in order and
saving me stress and time.”

- SGM Bookkeeping Client

Are Your Books in Chaos? We Can Fix It!

Having up-to-date and accurate books helps avoid potential penalties and complications during tax season, ensuring timely and precise filings.

Ultimately, these services restore order to your financial records, giving you peace of mind and freeing up your time to focus on driving your business forward.