Our Services/Monthly Service Delivery
At F.I.R.M. Solutions Bookkeeping Services near Spartanburg, SC we bring control to your finances and confidence to your bottom line.
Our monthly bookkeeping services are designed to organize your books, ease your stress, and free you up to focus on what you do best—growing your business. Every service we offer can also be customized or provided à la carte, giving you a tailored bookkeeping solution that fits your unique needs.
Bank & Credit Card Feed Management
We securely import and review your financial transactions, ensuring they’re categorized and recorded properly for real-time financial insight.
Payroll Processing*
We manage any 3rd party payroll feeds, payroll entries and journal postings, ensuring your taxes and team are paid correctly and on time, and your records stay compliant.
Accounts Receivable A/R*
We track and record incoming payments, follow up on outstanding invoices, and help keep your cash flow predictable and healthy.
Accounts Payable A/P*
We manage your outgoing bills, ensure vendors are paid on time, and maintain accurate expense records.
Undeposited Funds & Deposits
We reconcile undeposited funds, match payments to the correct accounts, and confirm all deposits are accurately recorded.
Uncategorized Transactions Review
We identify, research, and properly categorize any unknown or uncategorized transactions to keep your books clean and complete.
Monthly Account Reconciliations
We reconcile your bank, credit card, and loan accounts each month to ensure your books match your actual balances—catching errors before they become problems.
Financial Statements & Reporting
Receive clear, easy-to-read monthly financial reports, including your Profit & Loss Statement, Balance Sheet, and Cash Flow Statement—plus a review to help you understand your business performance.
Chart of Accounts Creation & Optimization
We create a customized chart of accounts tailored to your industry and business needs—laying the foundation for accurate, efficient bookkeeping from day one. We also review and optimize existing account structures to eliminate redundancies, simplify categorization, and improve financial reporting clarity—so you always know where your money is going and why.
Sales Tax Tracking & Filing Prep*
We track taxable sales, calculate liability, and prepare your records for smooth and accurate sales tax filing.
Catch-Up Services
Behind on your books? We’ll get your financials current so you can make informed decisions and plan ahead with confidence.
Clean-up Services
Messy or inconsistent records? We’ll identify issues, correct errors, and establish clean books for a solid foundation.
QuickBooks Online Setup, Training & Support
We’ll set up your QuickBooks Online account correctly from day one.
✅ Includes a 30-day free trial
✅ Plus, get 30% off your QuickBooks Online plan for 12 months!
Year-End Bookkeeping Tasks
As the year wraps up, we ensure your books are fully reconciled, all accounts are clean, and your financials are ready for tax filing. We also provide year-end reports and support to help you close the books with confidence and prepare for CPA handoff.
*If added as an additional service request
🔍 Budgeting & Forecasting Support
We help you build and maintain customized budgets and revenue forecasts that align with your goals. Track progress against your plan, prepare for slow seasons, and make smarter spending decisions with financial clarity.
💡 Advisory Sessions or Financial Check-Ins
Each quarter (or month), we offer optional 30-minute review calls to go over your financial reports, answer questions, and provide insights. It’s not just about the numbers—it’s about helping you grow confidently with a partner by your side.
🛡 Audit Support & Documentation Prep
If you're selected for an audit, we help gather your books, reports, and supporting documentation quickly and accurately, so you're fully prepared to respond and stay compliant.
✅ 1099 Tracking & Year-End Vendor Filing
We track eligible vendors throughout the year and prepare accurate 1099 summaries at year-end, keeping you compliant with IRS requirements and saving time during tax season.
🔄 App Integrations & Workflow Automation Setup
We help integrate your bookkeeping system with apps like Square, Stripe, Gusto, or inventory software to streamline operations and eliminate manual data entry errors.
🧩QuickBooks Online Setup Service
We will setup your QBO account for you which includes your Chart of Accounts, invoicing/billing/bill payment automation and more so you can do your own monthly bookkeeping if you so choose.