BOOKKEEPING
Managing your finances, even as a small business, is essential for long-term success.
By having someone dedicated to your bookkeeping, you gain clarity, reduce the risk of errors, and free up valuable time to focus on growing your business.
Proper financial management ensures you stay on track with taxes, budgeting, and financial planning, allowing you to make informed decisions and achieve your goals with confidence.
Here are some of the bookkeeping services where the Jude’s Desk team can help you
Expense Tracking & Organization
Recording business expenses and categorizing them for easy tracking
Organizing receipts and expense documentation
Entering expenses into accounting software or spreadsheets
Invoice Management
Creating and sending invoices to clients
Monitoring and following up on overdue invoices
Tracking payments and ensuring invoices are marked as paid
Income Tracking
Recording income from coaching sessions, programs, or other services
Tracking deposits to ensure they match issued invoices
Updating income records to provide a clear view of cash flow
Bank and Credit Card Reconciliation
Reviewing and reconciling bank statements with income and expense records
Checking credit card statements for any unrecorded expenses
Ensuring all transactions are accurately accounted for
Basic Financial Reporting
Generating simple profit and loss statements to show income versus expenses
Summarizing monthly or quarterly financials for business review
Organizing financial data for easy access during tax season
Vendor and Bill Management
Keeping track of vendor invoices and due dates
Scheduling bill payments and tracking recurring expenses
Verifying bills for accuracy before payment
Payroll and Contractor Payment Coordination
Tracking hours for payroll if you have employees or contractors
Preparing payment schedules and organizing contractor invoices
Mileage and Expense Log Maintenance
Tracking business-related travel mileage for deductions
Logging other business expenses that may be tax-deductible