Bookkeeping Services

This process handles onboarding clients for bookkeeping services from Soto Accounting.

All of our bookkeeping subscriptions offered include the following: 

• Transaction Categorization – We record and categorize all your business income and expenses.

• Bank & Credit Card Reconciliation – Ensure your accounts match your bank statements.

• Financial Reports – Receive periodic profit & loss and balance sheet financial statements.

• CPA Review Session – Meet with a Certified Public Accountant to review your financials and cover any business and tax related questions, goals, and strategies.

• Dedicated Customer Support – Receive expert support from our accounting team throughout your subscription.

When a CPA handles your bookkeeping services, you’ll discover insights over your business such as:

• Is the business profitable? Is it scalable?

• When should I expand to a store front or second location?

• How is my business doing compared to competitors?

• When and how much should I pay myself as an s-corp officer?

• Is my labor or COGS too high?

• How much is my business worth?