Taylor Mulholland
About
At Taylored Bookkeeping Services, we specialize in providing personalized financial solutions for small businesses and entrepreneurs. Our goal is to simplify your bookkeeping, ensuring accurate records and insightful reporting so you can focus on growing your business. Whether you're just starting out or scaling up, we tailor our services to meet your unique needs.
BASIC BOOKKEEPING
The Basic Bookkeeping package ensures your transactions are categorized, accounts are reconciled, and includes quarterly statements so you always know how your business is doing. It also includes a personalized binder with all of your important documents, along with a cloud folder for easy access when you are on the go.
1
Business Book
The Business Book is a personalized collection of your most important business documents - including everything from resale certificates to W-9 forms. You’ll receive a physical copy to keep on-site for easy access to key paperwork when you need it. In addition, we provide a cloud-based folder that makes it easy to email files or access them remotely. Monthly reports are included, helping you track performance and make informed decisions. With everything organized in one place, the Business Book ensures you have what you need, when you need it—whether it’s for tax filings, audits, or day-to-day operations.
2
Account Reconcilliation
Account reconciliation ensures your financial records match external sources such as bank and credit card statements. Regular reconciliations minimize discrepancies, providing an accurate financial foundation for tax filing and reducing the risk of errors.
3
Monthly Financial Statements
​Monthly financial statements give you a clear view of how your business is doing. They show income, expenses, and overall financial health, helping you spot trends and make smarter decisions. With these reports, you’ll always know where you stand and can adjust your strategy as needed.
4
Detailed General Ledger
Your general ledger tracks all your business transactions, organized by account. It’s essential for accurate tax filings, helping you identify potential deductions and credits. If you’re ever audited, a well-maintained ledger provides organized documentation to back up your filings.
5
Sales & Use Tax Filing
We handle your sales and use tax filings, ensuring they’re accurate and submitted on time. This helps you avoid penalties and late fees and keeps your business compliant.
6
Accounts Recievables
We ensure that your invoices are sent promptly and track all income owed to your business. This helps maintain steady cash flow and ensures no revenue is overlooked
ADD ON SERVICES
7
Accounts Payables
​We help you stay on top of your expenses and ensure timely payments, helping you avoid late fees and keep your business running smoothly.