Services

Why you need a bookkeeper

Reduces fraud – inconsistent charges and transactions are questioned and resolved quickly, possibly avoiding identity theft
Bank errors are found in a timely manner
You are busy, why are you doing the bookkeeping?

Why you need Office Elf Bookkeeping

We utilize various methods of providing the bookkeeping service your business needs. We work with your accountant to enter data in a way that will save you money at tax time.

Better than a virtual assistant. We are located in Oxford, PA and are available to meet with you in person or virtually to review your reports and needs.
Experienced businessperson:
• Provides team of experts to assist you in resolving all your small business needs
• Able to provide solutions for your business or non-profit’s unique issues and problems
• Understands the value of your time; speedy, friendly service!
Errors and Omissions and Liability insured
Certified Elite ProAdvisor – QuickBooks Online
QuickBooks Time Elite Certified (Timekeeping Software)
Active community member: volunteer, networking and fellowship with Oxford and Kennett Square organizations

BOOKKEEPING SERVICES

Tailored to meet your needs.

Monthly Bookkeeping

Free up your time by delegating your bookkeeping.

Monthly Services Include:

Monthly bank, credit card, and liability reconciliations
Preparation and review of monthly, quarterly, and annual financial reports you can access at any time
Regular communication with your accountant to provide a chart of accounts that is easy to read and will save you money at tax time

Retroactive Bookkeeping

You can stop worrying by having us get you up to date.

Retroactive Bookkeeping - Begins at $1,500

Set up and bring current, your company’s outdated or non-existent bookkeeping system
Recommend best practices, software, and applications to reduce time and energy spent on bookkeeping
Data entry for past years, as necessary
Set up Chart of Accounts and tracking systems that meet the needs of your unique business model, without complicating your accountant's tax-time requirements
Prepare custom reports you can access at any time to check in on your financial well-being
Training to do as much, or as little with your bookkeeping going forward
Seriously, give us that box of paperwork from the past three years, we'll handle it.

Weekly Bookkeeping

Free up even more of your time by outsourcing your weekly tasks.

Weekly Services Include:

Data entry
Invoicing
Bill paying

Convenient Subscription Plans

Smart Back Office Package
Bookkeeper & CPA Team
Contact Rodney Lambert, CPA - (610) 998-1287

Maintenance of QuickBooks Online

CPA supervised with CPA insight
We balance your books – bi-weekly bookkeeping
Monthly reconciliation of bank, credit card, and liability accounts
Monthly bill pay service
Maintenance of vendors for accounts payable and clients for accounts receivable
Account analysis
We provide daily/weekly/monthly reporting
Fixed monthly fee
Unlimited Support – meetings, calls, emails
Optional 1099’s at year end

Bookkeeping Services:

Retro clean up begins at $1,500
Monthly data entry, review, reconciliation, and basic financial reports begin at $500/monthly
Weekly data entry, review, reconciliation and custom financial reports begin at $575/monthly

The above subscriptions include:
- Semi--annual review of financials, systems, and procedures to keep your business processes up to date
- At least two data entry updates monthly
- Up to two telephone inquiries monthly
- Unlimited email inquiries

Additional fees may be incurred for out-of-scope activities such as regular meeting attendance, creation of numerous specialized reports, analysis or review of documents, reports, etc.

*QuickBooks Online subscription required