Bookkeeping Services For Small Businesses

Lowden Financial, an expert team of CPAs based in the Bay Area, offers free consultations to business owners across the United States. Send us a note with some information about your needs and pain points, and we'll be in touch to set up a meeting at your earliest convenience.

Don't let this quarter slip by without cleaning up your financial statements, addressing the deductions you may be missing, and finding opportunities for more profitable business growth. From monthly reconciliations to Quickbooks implementations, we can handle one-time and  recurring financial tasks for you.

How is Lowden Financial Different From Online Platforms?

From Bench to H&R Block and Intuit Quickbooks, small business bookkeeping services are readily available to founders and executives. Why work with Lowden Financial?

Our High End Expertise Helps Your Business Grow

Our CPAs have helped clients in tech, banking, construction, manufacturing, retail, and other business sectors, and we've worked with small businesses and companies clearing $1B in revenue. Our boutique service allows us to develop expertise specific to our client's business. Our financial recommendations are not generic; rather, we provide personalized feedback to our clients.

We have a deep understanding of Generally Accepted Accounting Principles (GAAP), so whether you are a publicly traded company already or want to be positioned well for a future acquisition or IPO, you are in good hands. Furthermore, our expertise in technical accounting helps our clients with revenue recognition, lease accounting, business combinations, and other complicated transactions.

Beware DIY Platforms Masquerading as Full Service

Low-end monthly bookkeeping subscriptions always demand more of your time than expected. You may be instructed on how to perform certain bookkeeping tasks yourself, be directed to a self-serve portal for labeling transactions, and more. You will likely feel that you do not have an expert who can truly help you with complicated questions, and you'll be left researching various deductions on your own. Furthermore, you will need to spend time pulling reports and statements. In short, you will get what you pay for.

At Lowden Financial, we genuinely remove the burden of bookkeeping from your work life. We will need certain information from you during the onboarding process, but after that, you will be amazed at how hands-off the bookkeeping portion of your business becomes. You can focus on revenue-generating activities while we handle your books and find cost-saving solutions.

Real, Unlimited Support

You won't be sending messages through a nebulous online portal and waiting days for a response. Communicate with your CPA as often as you need to, and get answers to pressing questions as soon as possible. Furthermore, you will be speaking with an actual subject matter expert, not a customer support specialist.

Do You Need a Bookkeeper For Your Small Business?

Yes, you need to hire an outsourced bookkeeping service for your small business. Firstly, by taking the time to maintain your own accounting, you may be facing significant opportunity costs. Your expertise is most likely needed in generating new leads, closing deals, or serving your customers -- all revenue-generating activities. Secondly, despite your level of competence in financial reporting, you are most likely missing opportunities for deductions and data points without a subject matter expert on your side.

Third, you don't know what the future may hold. An acquisition, succession, credit application, or other critical change may occur in the future, and if your financial statements and records have not undergone the highest level of quality control, you may lose the sale or opportunity.

If you are on the fence regarding:

• Should you run your own books through a software program?

• Should you pay for a lower-level managed monthly service with some support?

• Is investing in a quality CPA firm like Lowden Financial worth it?

Please get in touch. We would be happy to speak with you to develop a package that is customized to your business and its needs, not a cookie-cutter service that has you paying for things that you don't end up using.

What Your Bookkeeper at Lowden Financial Can Do For You

At the fundamental level, we record sales, purchases, receipts, and payments in order to provide accurate financial records. By doing so, we can help you manage cash flow, find deductions, and prepare for tax season.

Our professional bookkeepers can also manage accounts payable and receivable -- many times, we find that clients incorrectly project cash flow when they have unpaid invoices, or they are struggling to make payroll because accounts receivable is in disarray.

Certain tiers of our bookkeeping services include payroll processing, which includes calculating wages and withholding taxes. As you know, the preparation of employment tax filings is important to the IRS and your state government, and you will want to be 100% compliant at all times.

Lowden Financial also prepares financial statements, such as profit and loss statements, balance sheets, and cash flow statements. Not only do these statements help you get a clearer picture of the financial health of your company, bank reconciliations and financial statements may also be required by:

• A lending institution

• A potential buyer

• A potential investor or partner

• And more

From budgeting to forecasting, our expert bookkeeping services are intended to help your business be more profitable, compliant, and friendly to your lifestyle. We want to help you work on the business, not in the business.

To set up your free bookkeeping consultation, please get in touch. We'd love to speak with you about your business and how we can provide tangible value.

Schedule Consultation