We tailor our services to small business owners that are looking to grow and get their accounting processes streamlined. At BKZ Financial Services LLC, our passion is to help small business owners and entrepreneurs by taking the stress of bookkeeping off their plates so they can focus on growing their businesses.

Absolutely not! All of our work is done in-house in the US.

We know that you miss talking to us. So you are welcome to reach out to us whenever you have any questions. We are available by phone or email. We will also get in touch with you if we need any clarification on your books.

Absolutely! Monthly calls are included in the monthly package. We want to ensure you understand your financials just as much as we do.

Yes! We work with CPA firms all over the United States. We get your books tax ready so you don’t have to pay higher bookkeeping fees. It’s also good practice to separate bookkeeping duties from tax preparation duties**.**

Many businesses are starting to outsource their bookkeeping needs to lower their costs. Having industry experts can help you set up your books, maintain your records, and guide financial reporting. Unfortunately, there are so many things that business owners don’t know when it comes to getting their books ready for tax season. This can result in money being left on the table. Hiring BKZ Financial Services LLC is a great way to lower your stress, save money, and have insight into the health of your business’s finances.

Yes. Our bookkeeping engagements require a 30-day notice for cancellation,

Our services are virtual so we communicate with clients via email, phone, Slack, or even video conference.

It’s up to you, but our Controllers and CFOs can help you create practically any kind of report. Almost any accounting system can give you an income statement and balance sheet, but you might need to create a budget or a cash flow forecast which our team helps clients with on a regular basis. Just ask us and we’ll help build reports that better help you run your business.

We’ll perform a review of your existing accounting setup and practices along with securely establishing login credentials to accounting and financial systems.

We value your personal information and take the necessary precautions to limit access to it by unauthorized users. Client’s usernames and passwords are secured using our LastPass encrypted password vault. Data and reports are delivered to clients via email unless otherwise specified by the client. We also utilize HubDoc as a means of securely receiving bank and credit card statements necessary in performing our work.

Your company’s revenue, expenses, and volume of transactions impact pricing, so there’s no single answer. Please reach out to get a custom quote.

Bookkeeping is important because it provides a clear picture of a business’s financial health. Accurate and timely bookkeeping can help businesses make informed decisions, manage cash flow, and stay compliant with tax laws and regulations.

We offer a range of bookkeeping services, including accounts payable and receivable, bank and credit card reconciliations, financial statement preparation, and payroll processing.

We do not provide any personal tax or year-end accounting services. However, we will work closely with your chosen CPA Firm to ensure they have the reports they need to do your year-end filings. If you don’t have a year-end accountant, we’d be happy to provide you with some recommendations (don’t worry, there’s no kickback for us).

At the moment, we are only working with Quickbooks Online. Here are some key benefits of using Quickbooks Online:

-Essential feature: Quickbooks Online is equipped with all the bells and whistles to manage your bookkeeping and grow your business such as reliability, ease of use, and comprehensive feature sets.

-You own the software. If you ever decide to leave us, you can take your data with you and your new partner can pick up where we left off.

-Live in the cloud. You can access your accounting ecosystem while sipping on a margarita by the beach. As long as you have internet access.

Yes, we can help you with budgeting and forecasting by providing financial reports that give you insight into your business’s financial performance. We can also help you create budgets and forecasts based on historical financial data, industry benchmarks, and other factors.

Yes, we can help you with financial analysis and reporting by providing customized reports and dashboards that give you insight into your business’s financial performance. We can also help you identify trends and patterns in your financial data and provide recommendations for improving your financial results.

Outsourcing payroll can save time and reduce the risk of errors. It can also ensure compliance with tax laws and regulations and free up resources to focus on other aspects of your business

Yes, we can help you set up payroll for a new business, including setting up payroll accounts, choosing payroll software, and determining payroll taxes and deductions.

Yes, we can integrate your payroll software with your accounting software, so that all payroll data is automatically recorded in your accounting software. This can help you manage your finances and payroll more efficiently.

Yes, we can customize the payroll integration to meet your specific business needs. We can tailor the integration to handle complex payroll calculations, multi-state tax compliance, and other unique requirements.

If a mistake is made in payroll processing, we work quickly to identify and correct the issue. We also have processes in place to minimize the risk of errors and ensure accuracy in payroll processing.

Software integration can help automate and streamline your business processes, reduce manual data entry errors, improve efficiency, and provide more accurate and timely financial information. By integrating accounting software with other business tools, you can have a more complete view of your business operations and make better decisions.

Yes, we can integrate your sales channels (such as e-commerce platforms, marketplaces, and point-of-sale systems) with your accounting software, so that all sales data is automatically recorded in your accounting software. This can help you manage your inventory and financials more efficiently.

Yes, we can integrate your existing accounting software with other business tools, as long as the software supports integration. We can work with you to identify which integrations will provide the most value for your business.

Yes, we offer ongoing support for the integrated software. Our team can provide technical support, troubleshooting, and assistance with software upgrades or changes as needed.

The time it takes to integrate software depends on the complexity of the integration and the software being integrated. Simple integrations can take as little as a few hours, while more complex integrations can take several weeks. Our team will provide an estimated timeline for the integration process.

Yes, we can integrate your accounting software with your online payment gateway, so that all payment transactions are automatically recorded in your accounting software. This can save you time and reduce errors.

Yes, we can customize the sales channel integration to meet your specific business needs. We can tailor the integration to handle multiple sales channels, complex order workflows, and other unique requirements.

Yes, we can integrate your accounting software with your e-commerce platform, so that all sales and inventory data is automatically recorded in your accounting software. This can help you manage your inventory and financials more efficiently.

Yes, we can integrate your payment gateway with your accounting software, so that all payment transactions are automatically recorded in your accounting software. This can save you time and reduce errors.

The cost of software integration will depend on the complexity of the integration, the software being integrated, and the level of support needed. Our team can provide a customized quote for your business based on your specific needs.

We perform thorough testing and quality assurance to ensure that the integrations are working correctly. We also provide ongoing monitoring and support to ensure that the integrations continue to work properly.

We are a technology-focused online bookkeeping and accounting service focused on helping small business owners and entrepreneurs get their accounting processes set up and streamlined.

Simply put, we serve small businesses. Whether you run an online e-commerce business, provide coaching services, or run a brick-and-mortar store, we are here for you. “Schedule a free consultation” to see if we are a fit for each other.

As fast as you can pour a cup of coffee fast! Schedule your free consultation today!

Our valued customers are billed on the first week of the month for services provided for that month.