Professional Bookkeeping and Financial Support Services
At Sommerville Bookkeeping Solutions, we provide dependable, accurate, and detail-focused financial services to keep your business running smoothly. Our goal is to remove the stress of managing daily financial tasks so you can focus on growing your business with confidence and clarity.
Monthly Bookkeeping
Get consistent monthly support —We manage your monthly financial activity, ensuring everything is updated, reconciled, and ready for review.
Includes: transaction posting, categorization, ledger updates, and monthly review.
Bank Reconciliation
Ensure accurate records — Every month, we compare your bank, credit card, and financial statements to your books to ensure accuracy, detect errors, and eliminate discrepancies.
Expense Tracking
Gain control of your spending — We monitor, categorize, and record all business expenses, giving you a complete view of your spending for budgeting and tax purposes.
Financial Reporting
Make informed decisions — Receive clear, easy-to-understand financial reports that show your business performance at a glance.
Includes: profit and loss statements, balance sheets, cash flow summaries, and custom reports upon request.
Categorizing Transactions
Keep your books clean — Each transaction is reviewed and properly categorized to maintain accurate books and reliable financial statements.
Accounts Payable
Simplify your payables — We manage vendor bills, schedule payments, track due dates, and ensure your accounts payable remain organized and up-to-date.
Accounts Receivable
Streamline your collections — We generate and send invoices to your clients, helping you maintain timely billing and improve cash flow.
Payment Posting
Keep your receivables current — Payments received from customers are recorded promptly and accurately, ensuring your books reflect real-time financial activity.
Receipt Management
Eliminate paper clutter — We organize, digitize, and categorize your business receipts to maintain clean records and support tax-time accuracy.
QuickBooks Setup (Client Onboarding)
Set up QuickBooks the right way — New to QuickBooks? We handle the full setup, including system configuration, chart of accounts, integrations, and initial cleanup to get your business running smoothly.
QuickBooks Cleanup
Fix your books — If your books are behind, incomplete, or inaccurate, we clean, organize, and correct your QuickBooks file to restore accuracy and reliability.
Tax Preparation Support
Stay tax-ready — We gather, organize, and prepare financial documents needed for tax filing. While we do not file taxes directly, we work closely with your tax professional to ensure a smooth, efficient process.
File 1099 Forms on QuickBooks
Meet your 1099 deadlines — We prepare and file 1099 forms directly through QuickBooks to ensure your contractors are reported correctly and on time.
Monthly, Quarterly, or As-Needed Client Meetings
Stay connected — We offer flexible meeting schedules to review financials, answer questions, discuss business goals, and provide personalized guidance as often as you need.