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Bookkeeping

Strategic Solutions to Scale Your Business

Are you finding it difficult to manage both your business and accounting responsibilities? Let Fluidbooks ease your burden. We offer financial insights that can help you make informed decisions to achieve your business goals. With our assistance, you can focus on growing your business without worrying about accounting.

Having accountants who prioritize customer support and technology is essential for staying ahead of the curve. Our firm has been offering remote accounting services since 2016 when our team recognized there was an opportunity to provide quality accounting solutions at a fraction of the cost. It’s this type of forward-thinking mindset that helps our clients adapt to the constantly evolving global business landscape.

What are the benefits of outsourcing your accounting to Fluidbooks?

Our clients save up to 90% on labor costs

Nationwide Averages Reported by the Bureau of Labor Statistics

The average cost of hiring an in-house bookkeeper is around $45,860 annually. Fluidbooks clients get an advisory team for as low as $0.19 per hour.

Leading with Transparency

Accounting solutions with your bottom line and growth stage in mind.

Stream

Full-Charge Bookkeeper

$ 600 / Month
  • Chart of Accounts Optimization
  • Bank Reconciliations
  • Fixed Asset Identification
  • Accounts Receivable
  • Accounts Payable
  • Sales Tax Compliance
  • Monthly Management Reports
  • Monthly Financial Review Call
  • Tax Workpapers Handoff to CPA/EA

Rapid

Staff Accountant

$ 1,200 / Month
  • Chart of Accounts Optimization
  • Bank Reconciliations
  • Fixed Asset Identification
  • Accounts Receivable
  • Debt Collections
  • Inventory Valuation
  • Accounts Payable
  • Sales Tax Compliance
  • Loans & Notes Payable
  • Progress/Project Invoicing
  • Project Profitability Reports
  • Financial Reports by Class/Location
  • Monthly Management Reports
  • Monthly Financial Review Call
  • Tax Workpapers Handoff to CPA/EA

Fluidbooks

Assistant Controller/CFO

$ 2,400 / Month
  • Chart of Accounts Optimization
  • Bank Reconciliations
  • Fixed Asset Management
  • Accounts Receivable
  • Debt Collections
  • Inventory Valuation
  • Accounts Payable
  • Sales Tax Compliance
  • Loans & Notes Payable
  • Budgeting & Forecasting
  • Progress/Project Invoicing
  • Project Profitability Reports
  • Financial Reports by Class/Location
  • Financial Analytics & KPI Monitoring
  • Financial Strategy & Risk Assessments
  • Business Performance Insights (Includes Non-Financial KPIs)
  • Multi-Entity Report Consolidation
  • Monthly Management Reports
  • Weekly Financial Review Call
  • Tax Workpapers Handoff to CPA/EA

Reviews From Our Clients

Lola Vazquez was extremely helpful. I needed a revision on a logo and she was able to provide her service in a timely fashion. Great communication. Will be using in the future.

Rashaun Myrie Founder, ARAW NYC

I always use Turbo Tax to file my taxes... I thought I knew what I was doing until I owed $876. Within 5 minutes Balanced ATM identified the problem, corrected it and now I’m getting a $2k refund to buy a new motorcycle. I’m so glad I made that call.

Roy Diaz Tax Client

Good professional assistance. Very high value.

Adrian Perez Co-founder, The Perfect Wife Concierge

We had a good professional experience.

Alicia Jackson Senior Vice President, MEE Productions

Our experience has been favorable and cohesive to our immediate needs.

Raulanda Mendoza Head of Finance & Accounting, TPC Plastics

Fantastic! Above and beyond! The communication and service were excellent. Very fair rates. Thank you so much Lolita!

Ralph Starkweather Freelance Photographer | Samy's Camera

Lolita, and the whole team are super professional, courteous and knowledgeable. They have gone above and beyond to help my business grow with their holistic approach. Their approach keeps in mind finance, market, and non-finance metrics. I highly recommend Fluidbooks!

Alex Goldfinger Co-Founder | Goldfinger Cleaning Solutions

Frequently Asked Questions

Yes. We recognize that some businesses, especially startups, may not have a significant volume of financial activity yet. For those just in need of books cleanup, we are available to assist you.

Schedule a free consultation to receive a quote.

We currently work with clients in events management, food & beverage, healthcare services, legal services, marketing, medical equipment manufacturing, non-profit organizations, retail, and real estate brokerages & agents.

We're always looking to expand to other industries and can provide a customized service package to meet your needs.

Fixed asset identification is the ongoing monitoring and flagging of purchases in compliance with your company's fixed asset policy. This information is then shared with your internal CFO or third party CPA/EA who will determine an appropriate depreciation method and schedule. We will journalize depreciation in accordance with their directive as part of our month-end closing.

Fixed asset management is where we conduct research to determine the economic useful life of the asset, choose an appropriate depreciation method, prepare a depreciation schedule, and handle the monthly allocation ourselves.

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