Expert Accounting And Bookkeeping Services
When it comes to accounting and bookkeeping, accuracy is vital. Keeping your financial status healthy as a business owner requires consistency and a commitment to paying close attention to detail. At Doherty & Associates, we’re experts in handling accounting, payroll, expense tracking, and financial reporting for a wide range of businesses across various industries throughout Bucks County. If you’re an entrepreneur or business owner in Bucks County, you can count on Doherty & Associates for all of your bookkeeping and year-round accounting needs.
Accurate Records That Help Your Business Thrive
Properly organized and managed books means more time to focus on hiring, growth, and expansion. At Doherty & Associates, our bookkeeping in Montgomery County and Bucks County is suitable for businesses of all sizes, regardless of industry. Our core bookkeeping services include:
We’ll capture and categorize payments, expenses, and income to keep your bookkeeping updated and relevant.
Anytime you have an unauthorized charge or fraudulent behavior occurring, we’ll work to represent you as we connect with credit card providers and banks directly.
Receive monthly reports that include balance sheets, P&L statements, and overviews of existing cash flow. These reports allow you to remain synced and informed regarding the financial state of your business and venture year-round.
Remain ready for potential audits with reviews that occur regularly. Our process will make sure your accounting is ready to hand off to IRS representatives or to your CPA, depending on your preferences and business structure.
We use a secured cloud-based platform with all of our clients in Bucks County. Even if you utilize Xero, QuickBooks Online, or another platform, Doherty & Associates is prepared to help with the migration and transition you need.
Anytime you’re curious, you can easily access expenses and budget comparisons. This will allow you to see where your expenses are and how your spending is aligning with any existing budgets you’ve set.
Your representative and designated specialist from Doherty & Associates will help build and refine a chart of accounts. This will allow your reports to reflect your operations much more clearly, from marketing expenses to the cost of goods you’re producing and/or selling.
Stay Organized And Focused With Professional Help
From running a local grocery store to an expanding tech business, Doherty & Associates is here to help you stay organized and focused with professionals by your side. Our team will not only confirm your filings are compliant with tax codes and laws, but we’ll help you reduce errors and ultimately, save time. Here are just a few of the more notable benefits of teaming up with Doherty & Associates for your bookkeeping needs in Bucks County:
When it comes to excelling in business, consistency and on-time reporting are key. Rather than spending countless hours reconciling spreadsheets or hunting down receipts, leave the work to your specialist at Doherty & Associates. Our team prides itself on delivering timely and accurate reports on-time, every time.
When you work with Doherty & Associates, we’ll designate a specialist to work with you directly. Your specialist will learn the ins and outs of your business model, its operations, and your financial goals. This will allow them to better understand your system and goals moving forward with future financial decisions that may benefit you.
As a client, you’ll receive routine updates, reports, and quarterly check-ins. This keeps you informed of your cash flow and projections year-round without the hassle. We provide expert guidance with complete honesty and transparency–no surprises.
Are you thinking of expanding your existing business or even hiring new employees? The logistics of the transition can quickly cause you to feel overwhelmed. That’s where Doherty & Associates comes in. Our support includes handling syncing, project-based payroll tracking, and even accounts receivable and payable.
Doherty & Associates has experience throughout Bucks County, which gives us a distinct advantage when representing local clients. We know the financial landscape of the region and its townships, which allows us to seamlessly integrate solutions while offering support for your business year-round.
Comprehensive Tax And Bookkeeping Services
Getting started with Doherty & Associates is easy and straightforward. Our bookkeeping onboarding process includes:
- Consultation: A discovery call or consultation helps us get to know more about the challenges your current business faces (along with existing systems you’re working with or have in place).
- Proposal: We’ll craft a custom-tailored proposal that aligns with your financial and bookkeeping goals (as well as the vision you have for your future).
- Onboarding/Setup: Once you accept our proposal, we’ll begin the onboarding and setup processes, importing data and creating custom workflows.
- Bookkeeping and Reporting: Our services include tracking and monitoring entries, creating reports, and dealing with reconciliations as needed.
- Check-Ins: We’ll provide quarterly check-ins and reports so you can stay on track with meeting your short and long-term business goals.
When you need bookkeeping in Levittown, PA, or Bucks County you can trust and rely on, look no further than Doherty & Associates. At Doherty & Associates, we’ll provide you with the custom-tailored bookkeeping solutions you need to thrive as a business owner, entrepreneur, or investor.
Understanding the importance of the right bookkeeping team by your side is crucial as a business owner or investor. From handling accounts payable and accounts receivable to collaborating with CPAs and the IRS directly, Doherty & Associates will be there for you. If you’re ready to learn more about available bookkeeping services that are optimal for your venture in Bucks County, let us help you get started today. For your consultation, contact Doherty & Associates by filling out our online form today.
How Do I know If My Books Are Accurate?
- Your books are likely accurate if they’re regularly reconciled with bank and credit card statements without discrepancies.
- Financial reports like your balance sheet and profit & loss statement should align with actual business performance.
- Consistent categorization of income and expenses and proper documentation (receipts, invoices) support accuracy.
- Working with a professional bookkeeper or accountant adds an extra layer of review and error prevention.