Bookkeeping services
We provide comprehensive bookkeeping services tailored to support businesses of all sizes. Our goal is to help you maintain accurate financial records, streamline operations, and make informed decisions with confidence.
WHAT WE PROVIDE?
- Day-to-Day Transaction Recording – Accurate tracking of income, expenses, and all financial transactions to keep your books balanced and up to date.
- Accounts Payable & Receivable Management – Timely processing of invoices and payments to improve cash flow and client/vendor relationships.
- Bank & Credit Card Reconciliation – Regular reconciliation to ensure all accounts are accurate and free of discrepancies.
- Financial Reporting – Clear, customized reports including profit & loss statements, balance sheets, and cash flow summaries to keep you informed.
- Payroll Support – Assistance with payroll processing, deductions, and compliance to ensure your employees are paid accurately and on time.
- QuickBooks & Accounting Software Integration – Setup, optimization, and management of leading bookkeeping platforms tailored to your business needs.
- Compliance & Recordkeeping – Helping you stay compliant with tax regulations and keeping your financial records organized and audit-ready.
Whether you're a startup or an established business, 360Solution Group offers reliable, professional bookkeeping support so you can focus on growth while we handle the numbers.
WHY US?
✔ Accurate & Timely
✔ Customized for Your Needs
✔ Software-Savvy
✔ Reliable & Confidential
✔ 100% Client Focused
Your books, balanced and stress-free.
Our step-by-step process
Step 1: Initial Consultation – Understanding Your Business
Step 1: Initial Consultation – Understanding Your Business
Step 1: Initial Consultation – Understanding Your Business
We begin with a complimentary discovery call or in-person meeting to understand your business structure, financial needs, and goals. This is where we assess whether you're looking for ongoing bookkeeping, payroll management, tax filing, or a full financial service package.
Step 2: Needs Assessment & Compliance Review
Step 1: Initial Consultation – Understanding Your Business
Step 1: Initial Consultation – Understanding Your Business
After learning about your business, we conduct a light financial checkup—reviewing your existing records (if any), systems, and compliance gaps. We ensure you're in line with IRS regulations and identify areas where we can improve your financial processes.
Step 3: Customized Service Proposal
Step 1: Initial Consultation – Understanding Your Business
Step 3: Customized Service Proposal
Next, we prepare a personalized service package tailored to your business size, industry, and needs. Whether it's weekly bookkeeping, monthly payroll, or quarterly tax services, you'll receive a transparent proposal outlining deliverables, timelines, and pricing.
Step 4: Agreement & Onboarding
Step 5: System Setup & Optimization
Step 3: Customized Service Proposal
Once you're ready to move forward, we’ll finalize a service agreement and begin our secure onboarding process. This includes setting up access to relevant financial systems (QuickBooks, payroll platforms, tax portals), and gathering any necessary documents.
Step 5: System Setup & Optimization
Step 5: System Setup & Optimization
Step 5: System Setup & Optimization
We ensure your financial systems are clean, organized, and optimized for accurate tracking. For new clients, this may include catching up on prior months’ records, categorizing transactions, and integrating efficient tools to streamline your payroll or bookkeeping flow.
Step 6: Service Delivery Begins
Step 5: System Setup & Optimization
Step 5: System Setup & Optimization
Now we get to work!
- Bookkeeping: We manage your books weekly or monthly, providing clean reports and reconciliations.
- Payroll: We ensure your employees are paid accurately and on time, with taxes filed properly.
- Tax Prep: We prepare and file your business taxes, making sure you take advantage of all eligible deductions and credits.
Step 7: Monthly Reviews & Open Communication
Step 7: Monthly Reviews & Open Communication
We provide monthly reports, offer insight into your numbers, and schedule check-ins to answer questions or review growth opportunities. Transparency and communication are a key part of our service.
Step 8: Year-End Preparation & Strategy
Step 7: Monthly Reviews & Open Communication
As tax season approaches, we prepare your financials for smooth filing. We also provide tax strategy planning to help you reduce your liability and plan ahead for the upcoming year.
Step 9: Continuous Support & Growth Guidance
Step 9: Continuous Support & Growth Guidance
360Solution Group doesn’t just keep your books—we help your business grow. You’ll have ongoing access to our financial expertise, updates on regulation changes, and advice to improve profitability and compliance.