top of page

Bookkeeping Services

PB&TS provides a wide range of services that help businesses maintain accurate financial records, streamline operations, and prepare for tax and compliance obligations. Here's a breakdown of the core services typically offered:

  • General Ledger Management
      o    Recording financial transactions (sales, purchases, payroll)
      o    Reconciling bank accounts and preparing month-end close
      o    Assisting with compliance with federal, state, and local regulations

​

  • Transaction Classification
      o    Assisting with categorizing income, expenses, assets, and liabilities
      o    Trend analysis support for strategic decision-making

​

  • Accounts Receivable
      o    Monitoring aging receivables
      o    Advising on payment terms
      o    Following up on overdue invoices
     

  • Accounts Payable

    • Scheduling and managing bill payments

    • Avoiding late fees and optimizing cash flow

 

  • Payroll Support

    • Processing employee payroll

    • Reconciling tax withholdings and filings 

    • Integrating payroll data into financial reports

 

  • Monthly Financial Reporting

    • Preparing balance sheets, income statements, and cash flow projections

    • Highlighting key metrics and trends

    • Offering visual dashboards and charts for clarity

Get in Touch

This is a Paragraph. Click on "Edit Text" or double click on the text box to start editing the content.

bottom of page