Bookkeeping Checklist
I have to ask:
do you have your books and documents in order? 👇
Each year, when tax season rolls around, construction company owners are scrambling to get their books cleaned up and documents ready to send to their CPAs.
But, the thing is, it doesn’t have to be this way.
👉 This doesn’t have to be a yearly last-minute scramble.
Starting your tax preparation well before the deadline can make your life, and your CPA’s life, so much less stressful.
This Checklist will give you actionable steps that you need to take to have your finances organized throughout the year.
WHAT OUR CLIENTS ARE SAYING ABOUT US
ELIZAVETA COMPLETED A BOOK CLEANUP FOR OUR BUSINESS. SHE ASKED FOR A FAIR PRICE, EXECUTED THE CONTRACT THAT DAY, AND HAD THE PROJECT COMPLETED OVER THE WEEKEND. WE WILL BE ASKING HER FOR ADDITIONAL SERVICE IN THE FUTURE. HIGHLY RECOMMENDED.
CO-FOUNDER AT EYE.T LLC: QUALITY ONLINE AT TRAINING FOR TEACHERS OF THE VISUALLY IMPAIRED
WORKING WITH ELIZAVETA HAS BEEN GREAT! SHE IS GREAT AT COMMUNICATINGÂ AND DEFINITELY KNOWS HER STUFF. SHE CLEANED UP MY BOOKS SUPER QUICK AND NOW I FEEL LIKE I ACTUALLY KNOW WHAT IS GOING ON IN MY BUSINESS WITHOUT GETTING SUPER OVERWHELMED EVERYTIME I LOG INTO QUICKBOOKS. HIGHLY RECOMMEND HER FOR ALL OF YOUR ACCOUNTING & BOOKKEEPING NEEDS!
BUSINESS OWNER ATÂ COPPER COTTAGE STUDIO & EVENTS
ELIZAVETA HAS BEEN GREAT TO WORK WITH. SHE STEPPED INTO AN ACCOUNTING DISASTER AND NEVER BLINKED. IT’S BEEN A HUGE RELIEF KNOWING SHE IS HANDLING THE ACCOUNTING STEPS I WAS TRYING TO DO, INCORRECTLY, AFTER HOURS. I WOULD DEFINITELY RECOMMEND HER SERVICES IF YOU ARE LOOKING FOR A RELIABLE, HARD WORKING, INDIVIDUAL TO BE IN YOUR CORNER FOR POSSIBLY THE MOST IMPORTANT PART OF YOUR BUSINESS.
BUSINESS OWNER AT MLE RENOVATIONS
I WORKED WITH ELIZAVETA FOR THE PAST 6 MONTHS AND SHE HAS HELPED MY BUSINESS OUT A TON. HER KNOWLEDGE IN CONSTRUCTION HAS A WIDE REACH AND IT HAS BEEN A PLEASURE WORKING WITH HER.
FROM KODIAK GENERAL CONTRACTING, LLC
I HAVE THE PLEASURE OF WORKING WITH ELIZAVETA BOALS REGARDING MY BUSINESS ACCOUNTING NEEDS, SHE IS AMAZING!! VERY PATIENT, LISTENS TO YOU, KNOWS HER STUFF!! AFTER WORKING WITH HER I ALWAYS FEEL MORE CONFIDENT AND ORGANIZED! I DEFINITELY RECOMMEND “BEYOND BOOKS SOLUTIONS” FOR YOUR BOOKKEEPING/ACCOUNTING NEEDS!! THANK YOU, ELIZAVETA BOALS, FOR ALWAYS MAKING THIS “OVERWHELMING” PROCESS A LOT EASIER!
OWNER/SOLE PROPRIETOR AT MARI L. VIRTUAL ASSISTANT
ELIZAVETA HAS BEEN AMAZING TO WORK WITH! NOT ONLYÂ DID SHE CLEAN UP MY BOOKS VERY QUICKLY, BUT SHE IS A GREAT AT COMMUNICATING AND ALWAYS GETTING BACK ME VERY FAST! WORKING WITH HEW WAS THE BEST DECISION I HAVE MADE FOR MY BUSINESS SO FAR AND I FEEL LIKE I ACTUALLY UNDERSTAND WHAT IS GOING ON IN MY QUICKBOOKS NOW AS WELL. SHE EXPLAINED EVERYTHING SHE DID AND EVEN HELPED ME PLAN STRATEGIES FOR MAKING MY BUSINESS PROFITABLE IN THE FITTER AND GAVE ME TOOLS TO BETTER UNDERSTAND MY NUMBERS. VERY PROFESSIONAL AND KNOWS WHAT SHE IS DOING FOR SURE!
SHE HAS HELPED ME IMMENSELY WITH MY BOOKS AND HAS HELPED GET RID OF ALOT OF DEAD WEIGHT. SHE HAS ALSO GUIDED ME THROUGH ALOT OF DIFFICULTIES IN BUSINESS GROWING PAINS AND IF I CAN FINANCIALLY AFFORD MY UPGRADES. I COULDN’T NOT IMAGINE MY BUSINESS WITH HER AND FORETHOUGHT THROUGH THE GROWTH OF MY BUSINESS. I WOULD RECOMMEND HER TO ANY BUSINESS OWNER LOOKING FOR GREAT BOOKKEEPING SERVICES
BUSINESS OWNER AT LUCAS CONSTRUCTION SERVICESÂ
I WAS LOOKING FOR A BOOKKEEPER WHO COULD NOT ONLY HELP ORGANIZE OUR BOOKS, BUT ALSO HELP US GROW AND I FINALLY FOUND ELIZAVETA. WITH HER KNOWLEDGE AND EXPERTISE IN THE CONSTRUCTION INDUSTRY SHE HAS BEEN A GREAT ASSET TO OUR COMPANY. I WOULD DEFINITELY RECOMMEND HER FOR ANY BOOKKEEPING SERVICES!
GREAT FOR CONTRACTORS AND BUSINESS PROFESSIONALS
ELIZAVETA IS AN EXCELLENT BOOKKEEPER. I HAVE BEEN IN CONSTRUCTION
FOR DECADES AND HAVE OPERATES MY OWN BUSYNESS FOR 8 YEARS. IF SEEN MY FAIR SHARE OF BUSINESS COME AND GO BECAUSE THEY LACKED A KNOWLEDGABLE ACCOUNTING PROFESSIONAL. ELIZAVETA IS A PRO. SHE HAS A VAST KNOWLEDGE OF THE INDUSTRY AND POSSESSES A REAL BUSINESS ACUMEN. I REACHED OUT TO HER BECAUSE I NEEDED SOMEONE FAMILIAR WITH BOTH BUILDERTREND AND QUICKBOOKS, WHO WAS ALSO BE ABLE TO SET UP THE LINK BETWEEN THE TWO PROGRAMS. NOT ONLY WAS SHE ABLE TO DO THIS PROCESS SEAMLESSLY THE HELPED ME IN MANY OTHER AREAS OF MY BUSINESS WELL. I HIGHLY RECOMMEND HER FOR BOTH NEW AND ESTABLISHED COMPANIES.
THE BEYOND BOOKS TEAM INCREASED OUR EFFICIENCY AND REDUCED ACCOUNTING STRESS IMMEDIATELY. ELIZAVETA IS KNOWLEDGEABLE, PERSONABLE & PROFESSIONAL. THE DATA AND ADVICE SHE PROVIDES ENCOURAGES GROWTH AND HAS INCREASED MORALE & PROFITS. THIS REMOTE SERVICE IS A GREAT ADDITION TO ANY BUSINESS. SCHEDULE THAT ZOOM CALL!
I’VE BEEN A CLIENT OF ELIZAVETS’S FOR ABOUT A YEAR AND A HALF AND I AM COMPLETELY HAPPY. ELIZAVETA HAS BEEN ABLE TO MAKE THE COMPLEX FEEL MANAGEABLE IN OUR BUSINESS! IF YOU WANT A BOOKKEEPING PARTNER WHO WILL SIMPLIFY AND SOLVE YOUR BOOKKEEPING PROBLEMS, SCHEDULE YOUR CALL WITH ELIZAVETA @ BEYOND BOOKS NOW. THANK ME LATER!
CHIEF ENTHUSIASM OFFICER AT THE SASHWRIGHT CO.