Bookkeeping

Welcome to CashIntel Bookkeeping Services

Efficient bookkeeping is the foundation of every successful business. At CashIntel, we understand the importance of accurate and organized financial records for small businesses in Atlanta and the surrounding areas. Our bookkeeping services are designed to streamline your financial processes, save you time, and provide you with the insights you need to make informed business decisions. Here's how we can help.

QuickBooks Online Setup and Management

We specialize in QuickBooks Online, the leading accounting software for small businesses. Our experts will set up your QuickBooks account, customize it to suit your business needs, and manage it efficiently to ensure that your financial data is organized and up-to-date.

Transaction Recording

Say goodbye to the hassle of manually entering transactions into your accounting system. Our team will handle the recording of all your financial transactions, including sales, expenses, invoices, and payments, with accuracy and attention to detail.

Bank Reconciliations

Keep your bank accounts in check with our bank reconciliation services. We'll compare your bank statements with your accounting records to identify any discrepancies and ensure that your accounts are balanced and accurate.

Accounts Payable and Receivable Management

Stay on top of your payables and receivables with our accounts payable and receivable management services. We'll track your outstanding invoices, manage bill payments, and help you optimize your cash flow for better financial stability.

Financial Reporting:

Gain valuable insights into your business's financial performance with our comprehensive financial reporting services. We'll prepare customized reports, including income statements, balance sheets, and cash flow statements, to help you track your profitability and make data-driven decisions.

Tax Preparation Support:

Simplify your tax preparation process with our bookkeeping services. We'll ensure that your financial records are organized and accurate, making it easier for you or your tax preparer to file your taxes accurately and on time.

Ongoing Support and Guidance

As your trusted bookkeeping partner, we're here to support you every step of the way. Whether you have questions about your financial reports, need assistance with budgeting, or want advice on improving your financial processes, our team is always available to provide guidance and support.

Why Personal Bookkeeping is Becoming so Popular

Keeping track of expenses is not a task that is exclusive to business owners. Building some kind of system that identifies how money is being spent is critical for handling finances responsibly. This principle applies to all individuals who collect and disburse monies as consumers, regardless of their financial status or income levels. It would be beneficial for the younger generations to learn and establish these financial responsibility practices as early as they are able.

Overcoming Financial Intimidation: Embracing Personal Bookkeeping

However, for some of us regardless of our age, this task can be daunting. The reasons could range from fear of what to find, to not having enough, to not even knowing where to start. Some other reasons could be misleadingly thinking this is simply "not necessary" or "it is all in my head".

Personal bookkeeping is also essential to establish and follow a budget, which is critical to achieving financial goals, both big and small. Maximizing investing dollars, paying down debt faster, or saving for a house down payment are areas that would apply to most of us throughout our lifetime.

Even if someone is in tune with their spending and transactions and knows exactly where every penny is going, there is power in keeping a written tally.

Cashintel Group offers

Cashintel Group offers personal bookkeeping services for families and individuals who would like help tracking their finances more effectively. We have techniques and systems in place that allow us to manage voluminous accounts with ease, should this be a concern for some. These are the components/benefits:

Periodic reports with total spending per category

(i.e. groceries, fast food, medical expenses, grooming, children expenses, entertainment, etc.)

Periodic meetings to discuss these reports

(and any variance from the budget)

Personal Smart Cash Sheet

(our own invention - interactive budget)

This report will show the monthly "bottom line", similar to Net Income/Loss for a business

Need any further assitance?

Cashintel Group offers one-time, monthly, and quarterly services. We are reasonably priced and operate based on quotes depending on volume. We offer free consultations. An online banking connection is required, as well as sharing some bank statements in advance (in confidentiality) to assess the volume and produce the best quote.

Book the Complimentary Consultation now