Starting a new business comes with many moving parts—your bookkeeping shouldn’t be one of the stressors. Our Startup Bookkeeping service provides reliable, structured financial support tailored to the unique needs of entrepreneurs and early-stage companies to include contractors, professional services, retail. nonprofits, and more.

We offer:

• Professional setup, customization, and training of QuickBooks Online

• Payroll processing and compliance filing

• Accurate tracking of income, expenses, and receipts

• Monthly financial reports to help you monitor performance

• Ongoing support to ensure clarity and control over your finances

With a strong financial foundation, you’ll be positioned to make informed decisions and scale with confidence. Let us help you build your business on solid ground.

Contact us today to get started:
📞 (540) 412-8405 |

experts@williamthomasexcellencnbookkeeping.com

As your business grows, so does the complexity of your finances. Our bookkeeping services are designed to help established businesses maintain accuracy, improve cash flow visibility, and stay compliant—all while freeing up your time to focus on operations and strategy.

We offer:

• Full-service monthly bookkeeping with account reconciliation

• Payroll processing and compliance filing

• Customized financial reports and performance tracking

• Accounts payable and receivable management

• QuickBooks Online cleanup and optimization

• Payroll support and compliance tracking

• Year-end preparation for your CPA or tax professional

Whether you're looking to gain better insight into your financials or streamline your processes, we provide reliable, professional support you can trust.

Partner with us for clarity, consistency, and control over your business finances.

📞 (540) 412-8405 | experts@williamthomasexcellenceinbookkeeping.com

1. Cash Flow Management & Forecasting

Help clients understand, monitor, and project their cash flow to avoid shortages and plan for growth.

2. Budgeting & Financial Planning Assistance

Work with clients to build custom budgets and track actual performance against targets.

3. Job Costing & Project-Based Accounting

Essential for contractors or service-based businesses—track income and expenses by project to analyze profitability.

4. Inventory Management

Set up and maintain inventory tracking within accounting software; advise on reorder levels and cost control.

5. Accounts Payable & Receivable Automation

Implement systems to streamline invoice processing, bill payments, and collections—keeping cash flowing.

6. KPI Tracking & Dashboard Reporting

Create customized financial dashboards with key performance indicators (KPIs) to give clients at-a-glance insight.

7. Financial Clean-Up & Catch-Up Work

Correct past bookkeeping errors, reconcile old accounts, and bring financials up to date for accurate reporting.

8. Payroll Processing & Compliance

Manage employee pay, payroll taxes, direct deposits, and file necessary forms, ensuring compliance with IRS/state rules.

9. Sales Tax Filing & Compliance

Track taxable sales, prepare reports, and file returns on time—especially important for eCommerce or multi-state businesses.

10. Software Integration & Advisory

Recommend and integrate accounting tools (like apps for time tracking, inventory, eCommerce) to streamline business operations.

📞 (540) 412-8405 | experts@williamthomasexcellenceinbookkeeping.com

🌿 Growth Essentials Package

For businesses ready to go beyond the basics.

Includes:

• Monthly cash flow tracking and reports

• Budget creation and performance monitoring

• Job costing or project-based tracking

• Basic accounts payable/receivable support

• Monthly financial dashboard overview

📈 Ideal for service providers, contractors, and growing startups.

🚀 Performance Plus Package

Hands-on financial management and deeper insights.

Everything in Growth Essentials, plus:

• Advanced A/P and A/R automation

• Inventory tracking and advisory

• KPI dashboard setup and monthly review

• Payroll processing and compliance filing

• Sales tax tracking and filing (multi-state capable)

• Business financial strategy sessions (monthly/quarterly)

• Profit margin and pricing analysis

• Forecasting and strategic cash planning

• Loan or investor-ready financial reporting

🧩 Perfect for businesses scaling up, preparing for funding, or needing executive-level financial direction.

📞 (540) 412-8405 | experts@williamthomasexcellenceinbookkeeping.comn