We're not just about numbers. We are about your success.
At CRM Bookkeeping & Consulting, we are dedicated to providing personalized financial guidance to small businesses. We believe that every small business is unique, and we strive to offer customized solutions that cater to their specific needs. Our team of experienced professionals works with a diverse range of industries, including retail and wholesale, construction management, architecture, landscaping, independent contracting, and real estate. Our mission is to empower small business owners like you with the financial support you deserve, and we are committed to helping you achieve financial clarity and success.
What We Do
Proper bookkeeping is the foundation of a successful small business, and we offer our support wherever you need it. Our comprehensive suite of services includes:
- Monthly Bookkeeping, with or without payroll
- QuickBooks and Xero Wizardry
- DIY Bookkeeping Membership
- Your Personal Financial GPS
- Budgeting Bliss
- Financial Insights and Advice
We can customize a package that works for you. Please contact us at (774) 521-3903 or request a meeting below.
Our Bookkeeping Services
Our bookkeeping services include:
- Recording transactions in QuickBooks or Xero
- Document management (bank statements, loan documents, etc.)
- Monthly reporting
- Unlimited emails & texts to answer all your questions
- Quarterly online review meetings to look at your books
We also offer additional services such as:
- Accounting software review, set up & conversion
- Training for QuickBooks Desktop, QuickBooks Online & Xero
- Bookkeeping Clean Up
- Payroll
- Sales Tax
- Year-end consolidation - 1099's and audit support
- Transaction classification, multiple locations, inventory tracking, job costing
Our Commitment to You
At CRM Bookkeeping & Consulting, we are not just about numbers. We are about your success. Our friendly, approachable, and laid-back approach is backed by unwavering professionalism. We are here to listen, advise, and connect you to the software and support you need to thrive.
We understand that financial management can be overwhelming, and we are committed to making it accessible and understandable for small business owners. We use plain language and avoid technical jargon, so you can focus on running your business with confidence.
Thank you for considering CRM Bookkeeping & Consulting for your financial needs. We look forward to working with you and helping you achieve your financial goals.
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