Services Customized for Your Business's Needs

We offer a variety of tailored financial solutions for your unique business needs. However you can choose to hire us for short-term projects or choose us as your partner to providing continuing financial peace of mind. A quick discussion via a consultation will get us started so you can decide what works best for your situation.

Option 1: Hire us as needed to complete a project or assist with your books

We assist clients with various projects and tasks to help them keep their business finances accurate. Projects include:

• QuickBooks Online Set Up

  • Developing a Chart of Accounts customized for your business

  • Determining if your business is best tracked with Cash or Accrual accounting

  • Assisting in synch issues with bank and credit cards

  • Custom Invoice set up

• Reconciliation Clean-up

• Identifying and creating Customized Financial Reports and Analysis to help you run your business more effectively and profitably

Small Business Owners often need assistance with setting up or cleaning up their books. We will work through these issues with you to give you the confidence and peace of mind that your finances are in order. You can continue to manage your own finances or you can choose to have us assist you on a monthly or quarterly basis.

Common area of concerns that clients like to have reviewed include:

• Expense categorization and tracking - Many owners mix personal and business expenses or struggle to properly categorize transactions according to tax guidelines.

• Bank and credit card reconciliation - Matching transactions to statements and resolving discrepancies is time-consuming and often done incorrectly.

• E-Commerce integration - Tracking sales and expenses in e-commerce sites (Shopify, Amazon, Ebay, Square etc.) and integrating the numbers into QuickBooks.

• Accounts receivable management - Following up on unpaid invoices, aging reports, and maintaining consistent cash flow.

• Managing accounts payable - Tracking vendor bills, payment schedules, and avoiding late fees or duplicate payments.

• Payroll processing - Calculating wages, taxes, benefits, and maintaining compliance with labor laws.

• Financial reporting - Creating and understanding profit/loss statements, balance sheets, and cash flow reports.

• Tax preparation - Organizing and generating documentation needed for taxes.

• Inventory management - Tracking cost of goods, valuing inventory, and managing shrinkage.

• QuickBooks - specific challenges include setting up the chart of accounts correctly, managing user permissions, troubleshooting sync issues with banks, customizing forms and reports, and staying current with software updates.

Option 2: Select us as your trusted financial partner

Partner with Marble Anderson for your financial needs and free yourself to focus on what matters most: serving your customers and growing a profitable business. With our expert bookkeeping team by your side, you'll operate with complete financial peace of mind.

Through our customizable ongoing partnership, you'll choose from a comprehensive menu of services tailored to your business needs. We'll establish regular check-ins to review your financial position, providing valuable insights and strategic recommendations based on our detailed analysis of your financial data.

Benefits of Ongoing Professional Bookkeeping Support for Small Business Owners

Financial Clarity and Accuracy

• Real-time financial visibility - Access to up-to-date financial information for making informed business decisions

• Reduced errors - Professional accuracy in recording transactions and reconciling accounts

• Reliable financial statements - Properly prepared balance sheets, income statements, and cash flow reports

Time and Resource Management

• Focus on core business - Redirect valuable time from bookkeeping tasks to business growth activities

• Reduced administrative burden - Elimination of tedious data entry and paperwork management

• Streamlined processes - Implementation of efficient financial workflows and systems

Cost Savings

• Lower overhead costs - No need to hire full-time accounting staff

• Avoid costly mistakes - Prevention of errors that could lead to penalties or missed opportunities

• Tax optimization - Identification of all eligible deductions and credits

• Reduced software expenses - Often includes access to professional bookkeeping platforms

Strategic Advantage

• Business insights - Professional analysis of financial trends and opportunities

• Improved cash flow management - Proactive monitoring of receivables and payables

• Better budgeting - Assistance with creating and maintaining realistic financial projections

• Scalable financial solutions - Systems that grow with your business

Compliance and Peace of Mind

• Tax compliance - Ensuring timely and accurate filing of all required tax documents

• Audit preparation - Organized records ready for scrutiny if needed

• Regulatory adherence - Staying current with changing financial regulations

• Fraud prevention - Implementation of proper controls and oversight

Business Growth Support

• Financial strategy development - Partner in planning for business expansion

• Investor-ready financials - Professional documentation when seeking funding

• Performance tracking - Measurement of key performance indicators against goals

• Vendor and client relationship management - Professional handling of financial interactions

Whatever your financial requirements, we'll create a customized solution with a clear statement of work and predictable monthly pricing—no surprises. Begin with a brief consultation to explore your needs. Simply click 'Schedule a Consultation' to arrange a conversation, and we'll develop the perfect solution for you and your business.

Daily Money Management (DMM)

Are daily financial tasks slipping through the cracks?
Tired of late fees, stacks of bills, or financial overwhelm?
Supporting aging parents with their financial affairs?

We help individuals, seniors, and busy professionals manage personal finances, stay organized, and stress less.

How to get started with DMM

Core Services

Flexible, Transparent, and Tailored to You

Core Services:

• Bill Payment & Tracking
  On-time payment of recurring and variable bills to avoid late fees.

• Bank Reconciliation & Account Monitoring
  Monthly review of accounts for discrepancies, fraud, and balance tracking.

• Budgeting & Cash Flow Planning
  Help clients create and stick to realistic, customized budgets.

• Mail Sorting & Document Organization
  Open, sort, and categorize financial mail and digital statements.

• Debt & Subscription Management
  Track credit card usage, pay down debt, cancel unnecessary subscriptions.

• Liaison with Professionals
  Coordinate with accountants, attorneys, and financial advisors as needed.

Consultation (First Meeting)

FREE – 30-minute session to assess needs and determine fit.

Ongoing Services:

• Hourly Rate
  Ideal for occasional help or special projects.

• Monthly Package:

  • Basic
    Up to 4 hours/month, good for light support.

  • Standard
    Up to 8 hours/month, including budgeting and account oversight.

  • Comprehensive
    Up to 15 hours/month, full DMM services, ideal for high-need clients.

Add-Ons:

• Paper document digitization

• Emergency assistance (within 24 hrs)

Empowering you to take control of your finances — one detail at a time.