Knowing your books are accurate and up to date shouldn’t be a taxing endeavor. We help small- to medium-sized businesses reclaim their time, understand their financials, and grow confidently.
We offer a full suite of services based on a retainer model to help you with month-end reporting, payroll and more. We will also partner with your CPA to ensure a seamless tax season.
We efficiently import and categorize your bank transactions into your accounting software, saving you time and ensuring accuracy.
We reconcile your bank statements to your accounting records, identifying and resolving discrepancies to maintain accurate financial records.
We provide regular reports on outstanding bills, helping you prioritize payments and manage cash flow effectively.
We prepare and post accurate month-end journal entries to ensure the integrity of your financial statements.
We provide regular reports on your accounts receivable balance, helping you monitor outstanding invoices and improve cash collection.
We prepare comprehensive financial reports, including income statements, balance sheets, and cash flow statements, to streamline your CPA's tax filing process.
Our preferred accounting software is Quickbooks Online due to its powerful features and user-friendly interface. We also use AppFolio, Entranta and Yardi for our property management clients.
Our weekly bookkeeping package is designed for businesses that require regular insights and a high level of financial control. Our team will proactively monitor your books to help you make informed decisions with accurate and up-to-date financial information.
With our weekly bookkeeping package, you’ll benefit from:
Ideal for businesses with a high volume of transactions or those requiring more frequent financial updates.
Our monthly bookkeeping package is a budget-friendly option for businesses with less complex financial needs. Each month, we’ll provide you with essential services and insights to help you scale your business.
With our monthly bookkeeping package, you’ll benefit from:
Ideal for businesses with a moderate volume of transactions.
Our quarterly bookkeeping package is designed for businesses that want reliable financial oversight without the need for frequent reporting. This service is a great fit for organizations with a low-to-moderate volume of transactions that still want professional financial clarity each quarter.
With our quarterly bookkeeping package, you’ll benefit from:
Ideal for businesses with a low-to-moderate volume of transactions.
Do you need a one-time hand with your bookkeeping? Our hourly, on-demand bookkeeping services are designed to help businesses ensure that their financial data is solid.
Whether you’re looking at selling your business, transitioning to a new accounting software, or need help catching up on your books, we’ve got you covered.
With our on-demand bookkeeping services, you’ll benefit from:
During significant business changes like mergers, acquisitions or ownership transfers, an on-demand cleanup can ensure a smooth transition and accurate financial reporting.
While bookkeeping and accounting are both critical to your company’s financial health, bookkeeping focuses on the day-to-day recording of financial transactions. From the recording of transactions, we will be able to provide you with detailed insights into your business’s finances, cash flow and overall financial health so you can make more informed business decisions.
Having both a bookkeeper and a CPA offers a strong partnership with specialized expertise in each area. As your bookkeeper, Perfectly Polley ensures your financial records are accurate and up to date on a weekly or monthly basis. Your CPA can then leverage this up-to-date record to file taxes, plan for taxes, ensure compliance, and provide strategic tax advice.
Hiring a bookkeeping firm like Perfectly Polley can free up your time and resources so you can focus on growing your business. We’ll ensure your financial records are accurate and up to date. We’ll then provide you with clear insights into your company’s financial performance so you can make more informed strategic decisions and improve your company’s profitability.
Perfectly Polley works with a variety of popular bookkeeping apps to streamline your bookkeeping. Our preferred accounting software is QuickBooks Online due to its powerful features and user-friendly interface. We also use AppFolio, Entranta and Yardi for our property management clients.
Absolutely! Perfectly Polley believes in collaborative partnerships and will gladly work with your CPA to ensure a smooth tax preparation process. We will provide your CPA with organized and accurate financial records, saving you time and potentially reducing tax-related stress. If you don’t have a reliable CPA, we’re happy to connect you with one.
Do you find that you’re spending too much time categorizing expenses and all the other taxing parts of your bookkeeping? Perfectly Polley is here to help!
