Services Offered

Running a business takes your time, attention and expertise. Your bookkeeping shouldn't.

At Saul Bookkeeping, we provide reliable, accurate bookkeeping services that keep your financial records organized and up to date, giving you the information you need to make confident business decisions. While you focus on serving your customers and growing your business, we'll handle the day-to-day financial details.

Whether you need help keeping your books current, paying vendors, processing payroll, or creating customized invoicing, we tailor our services to fit your business and your goals. Our objective is simple: to give you accurate financial information, dependable support, and greater peace of mind.

 

Our Bookkeeping Services Include:

• Bank and credit card reconciliations

• Monthly and quarterly financial reports

• Accounts receivable and customized invoicing

• Accounts payable and vendor payments

• Payroll processing and payroll support

• 1099 preparation and filing

• QuickBooks Online and Xero support

• Financial organization and bookkeeping clean-up

• Customized bookkeeping solutions designed for your business

 

Spend less time managing your books and more time running your business. Let us provide the financial foundation your business needs to grow with confidence. Running a business takes your time and attention. Managing your books shouldn't take you away from doing what you do best.

 

Looking Ahead

Looking for more than bookkeeping? As your business grows, we also offer Fractional CFO Advisory services through a separate engagement to help you improve profitability, manage cash flow, and make more informed financial decisions.

Giving you the tools to implement new business ideas or diversification in the “pencil & paper” stage to validate whether or not the venture has the potential to be profitable.  Save time and money by assessing feasibility prior to funding.

 

The next step is to create a living document that outlines all aspects of your business to achieve your goals and objectives.  This plan helps you focus your decisions by creating guidelines and 'check-ins' to reach those goals.  In addition, we will create a document with statistical data and projections to present to financial institutions for potential funding.

We will provide support in creating and completing new business forms for federal and state applications including request for FEIN, state account, unemployment and certification records such as boarding license.  We will work with your business partners (legal, accounting, insurance) to make sure all bases are covered.
 

Recommend accounts to use for record keeping.  Create templates for invoicing to customize to your business. Also, customize the system to best meet the needs of your particular business. If you choose, we will also setup QuickBooks software on your computer and create the initial business file.

Review of your established system and business practices with a report outlining findings to include recommendations to consolidate, improve cash flow and upgrade systems for accounts payable and accounts receivables.

 

Helping you to develop or redevelop a price sheet to use for clients and provide focus on the services you offer. We will recommend and implement a financial system to account for additional services to clients so that you can capture all of your income streams.

We give you the support you need to run a successful business by managing your bookkeeping and payroll needs.  You get to focus on running your business and will have the information you need to make informed decisions.  We can create customized billing to get you paid faster, set up a system for vendor payments, and handle your payroll needs. 

 

Let us show you how we can take the burden off of you and make it a more streamlined process.

Once your books are in order, CFO Advisory takes the next step, turning your financial data into a roadmap for smarter decisions.

Our bookkeeping tells you what happened. CFO Advisory helps you decide what to do next.

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Cash Flow & Profitability

• Sharper cash flow forecasting, so you know what's coming

• Spot shortages before they happen and build healthier reserves

• See which products, services, and clients are actually profitable

• Catch hidden expenses that are quietly cutting into your margins

 

Planning & Forecasting

• Realistic budgets and 12-month financial forecasts

• Quarterly budget-vs-actual reviews, so nothing waits until year-end

• Revenue, expense, and scenario planning for what's ahead

 

Reporting You Actually Understand

• Clear explanations of what your numbers mean and why they changed

• KPI tracking on what matters most: profit margin, revenue growth, AR, and more

 

A Partner for the Big Decisions

• Guidance on hiring, equipment purchases, expansion, and owner salary

• Regular CFO meetings for accountability and decision support

• Someone to call before you make the next big move

 

Ready to Move Beyond Bookkeeping?

​If you've ever wished you had a trusted financial advisor in your corner, let's schedule a complimentary consultation. Whether you're looking to increase profitability, improve cash flow, or plan for future growth, we're here to help you turn your financial data into a roadmap for success.