Services

BDG Bookkeeping is a virtual, cloud-based bookkeeping business, for small and solo firms in the Dallas-Fort Worth Metroplex. We will customize a package of services for you based on what tasks you want to release from your “To Do” list or issues you want to solve. I specialize in QuickBooks Online and Quickbooks Desktop.

General Bookkeeping

 

Setup and manage bank data feeds for transaction entry into QuickBooks Online. Manual data entry for non-connected accounts. Monthly statement reconciliation with bank and other accounts. Keep books up to date on a weekly, bi-weekly, or monthly basis. Monthly basic reporting - Profit and Loss Statement and Balance Sheet. Work with your tax accountant to provide the information they need.

HR Lite and Payroll

 

Setup and manage employee data, including new employee forms. Setup and run employee payroll using QuickBooks Online Payroll, on weekly or semi-monthly basis. Setup timekeeping software to track your employee’s time for payroll or customer billing. Submit federal and state payroll taxes and forms as required. Produce annual W-2 forms for employees.

Catch Me Up

 

“Catch me up” service meets you where you are, no matter how far behind. It is a judgment-free zone! Manual and automated receipt entry, overdue monthly reconciliation, or any other work to get your books in great shape. Once we get you there, we can establish processes to make sure they stay that way!

Software Setup

 

QuickBooks Online is a cloud-based software that helps keep your business data secure and easily accessible. We can help you select the appropriate software level, app extensions, and Chart of Accounts based on your business needs. If you already have software you like, we will get it working at its best for your situation.

Data Conversion

 

Have a desktop version of QuickBooks that you would like to move to QuickBooks Online? We can manage that process for you, and provide basic training on your new software.

Reporting

 

Quickbooks Online has a robust system for custom reporting. Let us know what kind of reports you would like to see for your business, or we can suggest some based on what is important to you and your business.