NEW SERVICE Coming MAY 1, 2025!
Contact us to schedule your FREE consultation!
Monthly Maintenance Plans based on your sales volume.
TheBooks@AdvantageClosings.com
704-379-2820
Essential Plan $295
Growth Plan $350
Quickbooks setup and Quickbooks cleanup options available as needed.
Bookkeeping Services
A Division of Advantage Transactions Management Services
Advantage Bookkeeping Services takes the stress out of managing your finances, giving you the clarity and confidence to grow your business. We handle your monthly reconciliations and profit & loss statements with precision, so you always have a clear picture of your financial health. Our streamlined approach saves you time, minimizes errors, and ensures your books are accurate—allowing you to focus on what you do best. Let us keep your numbers in order while you keep your business moving forward
Transaction Recording: Accurately log income and expenses to maintain clear and organized financial records.
Bank Reconciliation: Automatically match transactions with bank statements to ensure accuracy and identify discrepancies.
Accounts Receivable Tracking: Monitor outstanding invoices, record payments, and provide aging reports.
Financial Reporting: Generate and review profit & loss statements, balance sheets, and cash flow reports.
Tax Preparation Support: Organize and categorize financial data to simplify tax filing and deductions.
Expense Categorization: Ensure all business expenses are accurately classified for budgeting and tax purposes.
Compliance & Record-Keeping: Maintain accurate and up-to-date financial records to meet legal and tax requirements.
Budgeting Assistance: Provide financial insights and reports to help clients manage expenses.
Audit Readiness: Keep financial records organized and compliant in case of audits or lender reviews.
Custom Reporting: Offer tailored financial reports based on client needs for deeper financial analysis.
QuickBooks Management: Maintain and optimize QuickBooks accounts for seamless financial tracking.