BOOKKEEPING

IS RARELY ONE SIZE FITS ALL

Let us create what you need to see

in your business finances.

BOOKKEEPING

IS RARELY ONE SIZE FITS ALL

Let us create what you need to see in your business finances.

WHAT DOES THAT MEAN TO YOU?

You do what ONLY YOU CAN DO and let us handle your business finances.

As a business owner, you need to focus on your business and achieve the goals you have set for yourself.

Bookkeeping to Accounting is your partner in achieving those goals. We remove the bookkeeping from your plate to allow you to focus on where you want to go.

Need more data to make decisions? No problem. Let's work together to customize reports and/or dashboards so you see what you need to see.

Focus on what makes you money and we will focus on making sure your books are current, accurate and provide the data you need for reaching your goals.

WHAT DOES THAT MEAN TO YOU?

We can make your FINANCIAL REPORTS meet your needs.

We are constantly learning, and improving so we stay up to date on relevant bookkeeping technology. That means you don't need to worry about your books or the technology used to provide the best information you need to run your business.

As a business owner, only you can do what you do. Let us handle the bookkeeping so you can be more effective at those things that only you can do. We know you didn't start your business just so you could handle your own bookkeeping! Focus on what makes you money and we will focus on making sure your books are current and accurate. Let Bookkeeping to Accounting help you do this with a team of amazing bookkeepers utilizing the latest software integrations.

Monthly, weekly or daily automated cloud bookkeeping

Accounts Payable / Paying your bills (so you know who you owe and how much)

Accounts Receivable / Invoicing your customers and applying payments (so you know who owes you $)

Monthly profit and Loss and balance sheet preparation and comparisons

Monthly sales tax filings, multi-state nexus tracking

System design and process optimization

Payroll and contractor payments

SERVICES

MOTHLY/WEEKLY/DAILY

BOOKKEEPING

MONTHLY FINANCIAL

REPORTS

MOTHLY

RECONCILIATIONS

BILL PAY

SALES TAX

PAYROLL

WHO WE SERVE

Our Clients

We can develop bookkeeping solutions for any and all size businesses. Here are some of the industries that have trusted us to keep track of their books.

We can develop bookkeeping solutions for any and all size businesses, here are some of the industries that have trusted us to keep track of their books.

WEDDING SERVICES

Weddings contain many moving parts. Tracking all those parts so profitability is monitored is our specialty. Payroll including contractor pay, bill pay, sales tax, merchant accounts and heavy software integration is utilized.

RETAIL STORES

Retail store bookkeeping includes inventory, POS integration and coding, payroll with workers comp, processes for end-of-day cash deposits, credit card deposit monitoring and sales tax.

NON-PROFITS

Churches and other non-profits will often have volunteers involved with the control of money. Having a bookkeeping professional involved makes sure that the correct actions are being performed as needed. We do payroll, very detailed COA and reporting, integration with donation software and bill pay with layers of approvals.

WEDDING SERVICES

Weddings contain many moving parts. Tracking all those parts so profitability is monitored is our specialty. Payroll including contractor pay, bill pay, sales tax, merchant accounts and heavy software integration is utilized.

RETAIL STORES

Retail store bookkeeping includes inventory, POS integration and coding, payroll with workers comp, processes for end-of-day cash deposits, credit card deposit monitoring and sales tax.

NON-PROFITS

Churches and other non-profits will often have volunteers involved with the control of money. Having a bookkeeping professional involved makes sure that the correct actions are being performed as needed. We do payroll, very detailed COA and reporting, integration with donation software and bill pay with layers of approvals.

TRADES

Lawn Services, Landscaping, Pest Control, Electricians, Plumbing

Making sure payments received are connected to the correct open customer invoices is a big part of the bookkeeping for trades. We also help with payroll, workers comp, sales taxes where required. Letting us handle this for you allows you to focus on what you do best.

SAAS Companies

From digital marketing to software start-ups, software-as-a-service businesses are typically service sales machines. We provide you with confidence that your books and reports tell an accurate story that attracts investors.

DENTISTS and MEDICAL OFFICES

Minimize supply ordering with accurate usage reports to reduce costs. Payroll, bill pay, workers comp insurance plus the knowledge that you can focus on growing your practice and leave the bookkeeping to us.

TRANSPORTATION

This business category relies on heavy invoicing and A/R management and contractor pay.

SAAS Companies

From digital marketing to software start-ups, software-as-a-service businesses are typically service sales machines. We provide you with confidence that your books and reports tell an accurate story that attracts investors.

DENTISTS/MEDICAL

Minimize supply ordering with accurate usage reports to reduce costs. Payroll, bill pay plus the knowledge that you can focus on growing your practice and leave the bookkeeping to us.

WHO WE ARE

About Us

We don’t just do your books. We partner with you to make sure you can see what you need to see in your finances - it is not a one size fits all. We focus on what you need the focus to be on while keeping up with all required bookkeeping tasks.

We are certified in QuickBooks Online accounting and Gusto payroll software systems. Our owner, Theresa Rae Gay, has achieved an MBA and has an extensive 35+ year career working mostly with small businesses.

WHO WE ARE

About Us

We don’t just do your books. We partner with you to make sure you can see what you need to see in your finances - it is not a one size fits all. We focus on what you need the focus to be on while keeping up with all required bookkeeping tasks.

We are certified in QuickBooks Online accounting and Gusto payroll software systems. Our owner, Theresa Rae Gay, has achieved an MBA and has an extensive 35+ year career working mostly with small businesses.

WHY CHOOSE US?

What makes

us different

We constantly research and learn new technologies to keep Bookkeeping to Accounting at the front of the class.

Our goal is to use all the tools available to us in the bookkeeping world. Most of those are applications that connect your POS to your accounting software, download bank and credit card transactions, pay bills, run payroll, compute and pay sales tax, and receive payments from your clients (payment solutions, merchant accounts).

Many accounting firms, especially those that are smaller in size, don't have cyber security measures in place. Client privacy and security are top priorities for us. Some of the measures we use are:

Secure document portals are used to transfer your sensitive paperwork and data to B2A
Encrypted Passwords for B2A team members to use.
Secure personal wifi connections or a VPN is required for our entire team
All team members must undergo background checks before starting with B2A

WHY CHOOSE US?

What makes

us different

We constantly research and learn new technologies to keep Bookkeeping to Accounting at the front of the class.

Our goal is to use all the tools available to us in the bookkeeping world. Most of those are applications that connect your POS to your accounting software, download bank and credit card transactions, pay bills, run payroll, compute and pay sales tax, and receive payments from your clients (payment solutions, merchant accounts).

Many accounting firms, especially those that are smaller in size, don't have cyber security measures in place. Client privacy and security are top priorities for us. Some of the measures we use are:

Secure document portals are used to transfer your sensitive paperwork and data to B2A
Encrypted Passwords for B2A team members to use.
Secure personal wifi connections or a VPN is required for our entire team
All team members must undergo background checks before starting with B2A

Our Commitment to Veterans

Disabled veterans have given so much to their country, and yet they are too often overlooked when they return home. That's why we're committed to hiring disabled veterans. We want to provide them with a secure job and a sense of purpose. Our disabled veterans have so much to offer, and we're honored to be able to lift up the veteran community by providing them with an opportunity to thrive. Thank you, disabled veterans, for your service and your sacrifice. We stand with you and we honor you.

Our Commitment to Veterans

Disabled veterans have given so much to their country, and yet they are too often overlooked when they return home. That's why we're committed to hiring disabled veterans. We want to provide them with a secure job and a sense of purpose. Our disabled veterans have so much to offer, and we're honored to be able to lift up the veteran community by providing them with an opportunity to thrive. Thank you, disabled veterans, for your service and your sacrifice. We stand with you and we honor you.