Back Office

Our back office services streamline your accounts payable and receivable, expense tracking, and bill processing, so you can focus on growing your business. We manage everything from invoice preparation to collections, ensuring your cash flow stays steady. With our support, you’ll never have to worry about the behind-the-scenes details that keep your business running smoothly.

• Accounts Receivable

  • Invoice preparation
    • Customizable invoices – set up items, services, payment terms, charges for billable expenses and billable hours.
  • Invoice processing
    • Issue invoices upon approval – previews provided
    • Send out recurring invoices
  • Payment processing
    • Record and receive payments electronically – credit cards and ACH payments
    • Setup and receive recurring payments
  • Sales tax preparation, filings, and payment remittances *(CA clients only)
  • Aging and collections management
    • Send customer / client statements and late payment reminder emails
    • Prepare and review customer / client aging and open invoice reports

• Accounts Payable

  • Expense management and tracking
    • Process expense reports
    • Detailed tracking of expenses for specific projects
  • Bill processing and management
    • Record bills from vendors
    • Review and prioritize bills to optimize cash flow
  • Full-service bill pay and QBO integration
    • Schedule, manage, and process vendor payments
    • Setup recurring vendor payments

Bookkeeping Made Easy

Simplify your finances with our trusted services. Contact us at Bookkeeping Accountants today for secure bookkeeping solutions.