Bookkeeping
Advanced Tier

For businesses that want more than basic bookkeeping. This package provides accurate financial records, streamlined processes, and actionable insights to help manage cash flow, payroll, and accounts while preparing your business for growth.

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Service Summary

Designed for businesses that need more than basic recordkeeping. This level provides detailed financial oversight, accurate reporting, and strategic insights to help you manage cash flow, stay compliant, and make informed business decisions.

What's Included:

Everything in Tier 1: Essential -

Transaction Categorization: Proper classification of all income and expenses to ensure accurate reporting and easy tax preparation.
Bank & Credit Card Reconciliation: Regular reconciliation to verify that your accounts match your records, preventing errors or discrepancies.
Financial Clean-Up: Organizing and correcting past records to provide a clean, accurate financial history for reliable reporting.
Financial Reporting: Generation of detailed monthly or quarterly financial statements, including Profit & Loss, Balance Sheet, and Cash Flow reports, with trend analysis for actionable insights.

Everything in Tier 2: Advanced -

Accounts Payable Management: Tracking and managing vendor invoices, bill payments, and expenses to maintain good vendor relationships and cash flow.
Accounts Receivable Management: Monitoring client invoices, payments, and overdue accounts to optimize revenue collection.
Payroll Processing: Assistance with employee payroll, tax withholding, and related record-keeping to ensure compliance and timely payments.
Tax Consultation Support: Guidance and coordination with accountants for accurate tax filings, deductions, and strategic tax planning.

Key Benefits

Accurate, up-to-date financial records for better decision-making
Improved cash flow management and operational efficiency
Simplified tax preparation and compliance support
Insightful reports to track business performance and growth
Reduced errors and professional handling of financial processes

Why Pick Us?

Accurate, Reliable Financials

We ensure your financial records are always up to date, accurate, and compliant—so you can make business decisions with confidence.

- Exclusive Discount for First-Time Clients -

Get 15% Off

for 6 Months

Ask about our available discounts after scheduling an appointment with our team

What We Offer

Books Clean-Up

We review, organize, and restructure your financial records, as needed or upon request; to ensure accuracy, consistency, and efficiency—helping you regain control of your books and build a clear, reliable financial foundation.

Reconciling Ledgers

We carefully reconcile your bank, credit card, and other financial accounts to ensure your records are accurate, balanced, and up to date—giving you confidence in your financial data.

Categorizing Ledgers

We accurately match your financial transactions to the correct accounts in your Ledgers, ensuring every dollar is properly tracked. This process keeps your records organized and your reports precise—giving you a clear, reliable view of your business’s financial performance.

Financial Reports

Gain a clear view of your business performance with easy-to-understand financial reports, including Profit & Loss, Balance Sheet, and Cash Flow statements—designed to help you make informed decisions with confidence.

Accounts Payable

Our Accounts Payable service ensures your bills are tracked, verified, and paid on time. We handle invoice processing, expense categorization, and payment scheduling so you can maintain strong supplier relationships and accurate cash flow records

Accounts Receivable

We help you manage your incoming payments with accuracy and professionalism. Lopez Ledger tracks invoices, monitors outstanding balances, and follows up on overdue accounts — so you can focus on growth instead of chasing payments. Our detailed reporting keeps you informed on your receivables at all times

Payroll

Our Payroll services take care of every detail — from calculating employee wages and taxes to filing payroll reports on time. We ensure compliance with federal, state, and local laws, while providing your employees with accurate and timely paychecks.

Tax Filings & Advise

Expert tax consultation for individuals and businesses, helping you minimize liabilities and maximize deductions. We stay current with tax law changes to ensure compliance and strategic advantage.

Out-Of-Scope Work

This Package does not include any Out-of-Scope Work that may be requested that is provided by Company. Company retains the right to charge the Client for the Out-of-Scope work at the set upon rates at that time and for any extra fees that may be involved at Company’s discretion for any emergency calls. Out-of-Scope Work will be provided and performed upon written request to the Company, and at such a time, the Company shall provide to the Client price quotes for the Out-of-Scope Work requested for approval before any additional work is performed.

Bookkeeping Advanced Tier