PROFESSIONAL MONEY MATCH MAKERS
Specializing in QuickBooks, Payroll Processing, Sales Funnels, and Business Loans
As Featured In:
Is Your Business Protected?
Who Can Benefit?
Bookkeeping is for everyone and it is the best way you can protect your business. ​
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Money is the #1 reason why most businesses fail and never reach their full potential. But bookkeeping along with our other services can greatly contribute to your success and longevity as a business.
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Are you a...
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Small to Medium-Sized Businesses
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Startup
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Freelancer / Independent Contractor
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Non-profit Organization
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Professional Service Provider
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Coach
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Real Estate Investor
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Influencer / Content Creator
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E-Commerce / Online Business
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Money matchmaking services can help you
take your business to the next level and protect you from unwanted surprises caused by cash flow issues.
We work with businesses all over the USA and international companies that own US-based businesses. We also work with US-based businesses that have operations overseas.
MONEY
MATCH
MAKING SERVICES
MONTHLY BOOKKEEPING
Designed to help small to medium-sized businesses maintain accurate financial records, streamline financial processes, and ensure compliance with accounting standards.
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Performed each month so that you are working with the most update information.
MONTHLY BOOK CLEAN UPS
Designed for businesses that need to organize and correct their financial records. Performed for books that have not been organized in 3-9 months.
ANNUAL BOOKKEEPING
Comprehensive suite of bookkeeping services tailored to meet the unique needs of each client.
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Performed annually.
Only ideal for new businesses in their first 1-3 years who have less than 2 accounts, only 1-2 employees, and less than 20 transactions per month.
ANNUAL BOOK CLEAN UPS
Designed for businesses that need to organize and correct their financial records.
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Performed for books that have not been organized in 10+ months.
Whether you're preparing for a tax audit, need to file taxes for your business, experiencing accounting discrepancies, running incorrect reports, can't tell where your business is losing money, or simply want to start fresh with accurate records, our team of experts will help you bring order to your books.
PAYROLL PROCESSING
Processing of payroll and ensuring compliance with tax regulations. Preparation and filing of payroll tax returns for your business to the IRS.
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We keep your employees happy by making sure they get paid on time and we make sure everyone gets their W2's and W9's in time for tax season.
SALES FUNNELS
Designed to help your business attract, engage, nurture, and convert more clients and customers.
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Funnels are perfect for generating new leads and guiding each customer or client through a customized buying journey from introduction to first sale, and to a lifelong sales relationship.
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ACCOUNTS RECEIVABLE SERVICES
Management of accounts receivable, including invoicing, tracking customer payments, and managing collections so that you get paid sooner rather than later. We make sure you get paid on time and this helps you to avoid cashflow issues.
ACCOUNTS PAYABLE SERVICES
Management of accounts payable, including recording and tracking of bills and payments. We save you money by making sure your bills are paid on time.
QUICKBOOKS SETUP
We offer a comprehensive range of QuickBooks services, from setup and training to ongoing support and optimization, tailored to meet the specific needs of each client.
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Includes:
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Installation and setup of QuickBooks Online.
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Configuration of company files, charts of accounts, and financial settings.
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Customization of QuickBooks to align with your business structure and industry requirements.
BUSINESS LOANS
Non-equity based business loans through our lending partner designed to help you scale your business, buy new equpiment, or open up a new location.
MIGRATE FROM QB DESKTOP TO
QB ONLINE
Easy & seamless migration from QB Desktop to QB Online.
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QuickBooks Desktop is currently being phased out and will eventually be 100% online.
We are here to make this transition easy and painless for you and your business.
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PROADVISOR BADGES
QuickBooks ProAdvisor Badges are subject to our valid certification and compliance with the program. We are not affiliated with Intuit in any way beyond our membership in the program.
OUR VISION
We help businesses that make at least $1M a year get to $5M a year and beyond, by helping them identify & control their money vampires.​
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Picture this...
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Easy and convenient money match-making services that helps you become a millionaire while working 1/2 as much as you do now.
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Go to sleep at night knowing that your business is working for you and helping you achieve your personal and professional goals. No more feeling like the weight of the world is on your shoulders or feeling like a slave to your business.
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No more uncertainty & anxiety about the future of your business. Get the flexibility you need out of your business so that it isn't consuming every part of your life or ripping your family apart.
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Imagine fully understanding your profits & losses so that you can avoid making huge mistakes that can potentially put you out of business, while also having the best tax strategies working for you.
Working with us saves small businesses a MINIMUM of $5K - $10K a year by streamlining their bookkeeping and payroll processes so they can focus on doing what they love and spending more time with their loved ones.
We also work with businesses to implement and optimize sales and their sales funnels. We help you create new opportunities in your business and give you the confidence you need to raise your prices and get paid what you are really worth. While working less hours than you do now!!
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All your financial reports will be provided on time and in alignment with any industry-specific compliance requirements you may have while leveraging technology and AI to provide fast and accurate service.
We help you dive deeper into your numbers and understand what your money is telling you so that we can provide insights and analysis to drive your revenue, decrease expenses, and help prevent unnecessary financial disasters.
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Our Clients Say...
We know there's a method to your madness...
So we're here to help you organize any chaos and give you more confidence and clarity around your money!
Service Areas
These are the cities and locations where have clients and business partners.
We are constantly networking and adding to this list.
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Reid Bookkeeping & Business Solutions is able to work with clients all across the USA, Canada, UK, and in various parts of the world in most cases. All work is done remotely. However, if you ever need us on-site for any setups, training, or support we are able to make those accommodations for an additional fee.
East Coast
Springfield, MA
Boston, MA
Hartford, CT
Fairfield, CT
New York, NY
Baltimore, MD
Philadelphia, PA
Orlando, FL
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Central / Mid-West
Chicago, IL
Ann Arbor, MI
Cincinnati, OH
Pheonix, AZ
West Coast
Los Angeles, CA
San Francisco, CA
Seattle, WA
Honolulu, HI
What Is The Difference Between A Bookkeeper & A CPA?
A Bookkeeper and a Certified Public Accountant (CPA) play distinct roles in the financial management of a business, each with their own set of responsibilities, qualifications, and areas of expertise. Here are the key differences between a bookkeeper and a CPA:
Bookkeepers are primarily responsible for recording daily financial transactions such as sales, purchases, receipts, and payments. This includes maintaining ledgers and other financial records.
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Regularly reconcile bank, loan, and credit card statements to ensure the accuracy of financial records.
Keep track of business expenses and categorize them appropriately.
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Handle invoicing customers, tracking accounts receivable, and managing accounts payable.
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Prepare financial statements, such as profit and loss statements and balance sheets, and help businesses zero in on key information they need to keep track of.
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We can work closely with your Accountant, CPA, CF, and/or IRS EA to make sure your business is protected from every angle.
BOOKKEEPER
CPA
CPAs provide in-depth financial analysis and produce adjusted financial statements. They interpret financial data to help guide business decisions.
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Prepare and file tax returns, and they offer tax planning advice to minimize tax liabilities.
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Conduct audits and ensure compliance with financial regulations and standards.
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Provide strategic financial advice, assist with budgeting and forecasting, and help businesses with financial planning.
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CPAs ensure that a business complies with financial laws and regulations and may represent clients before tax authorities.
Here at Reid Bookkeeping & Business Services, we partner with CPAs, Accountants, Fractional CFOs, IRS Enrolled Agents, Business Coaches, and Freelancers to make sure you receive the highest level of service possible.
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We are here to help you protect your money and your peace of mind.
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Anything that we cannot handle in-house, we can refer you to someone either local or remote who is best able to assist you.