Our Services

Thanks for your interest in Keystone Bookkeeping Solutions. One of the best decisions any business owner or real estate investor can make is hiring a professional bookkeeper. As a Certified Public Accounting firm we are often asked for help with an introduction to a bookkeeper. So if you're ready to take your bookkeeping and accounting to the next level, here are the services provided by Keystone Bookkeeping Solutions A Wheelwright Mathis Company.


	Full-service bookkeeping. Keystone does all of your bookkeeping for you. This includes paying bills, making deposits and reconciling bank accounts, credit cards and loan statements. Your financial records stay current. It’s your choice whether you receive vendor invoices, customer deposits and other information directly and route the information to Keystone or have the information sent directly to Keystone using your company’s name and Keystone’s PO Box. You will receive a balance sheet, profit and loss statement and statement of cash flows for each period.
	After-the-fact bookkeeping. Keystone does the record keeping for you after you have paid your bills and made your deposits. Includes entering the checks and deposits and reconciling bank accounts, credit cards and loan statements. You will receive a balance sheet, profit and loss statement and statement of cash flows for each period.
	Bookkeeping oversight (BKO). You do the record keeping in QuickBooks and email your QuickBooks file to Keystone. Keystone makes adjustments required to properly report the financial statements. You will receive a balance sheet, profit and loss statement and statement of cash flows for each period. Version of QuickBooks used: ____________(Mac versions not supported).
	Chart of accounts. Keystone creates a customized chart of accounts tailored to your business. You will receive a QuickBooks backup file and instructions to get you started. Version of QuickBooks used: ____________(Mac versions not supported).

Are you interested in having simultaneous access to the QuickBooks file Keystone will use for your company? Yes____ No____

Ready to get started?
Return this organizer and copies of the following items for each company to Keystone to get started:

Last 3 bank statements for each bank account

Last 3 credit card statements for each credit card

Last 3 loan statements for each loan

Date of last tax return or CPA prepared financial statement: ____________

QuickBooks file if you already have one (email a back up). Version of QuickBooks used: ____________
If you use a password, please email the username(s) and password(s) to us separately (cs@keystonebk.com)

New company? If your company is new, estimate the number of monthly transactions your company will have (banking, credit card and loan transactions). The estimate will be used to establish initial fees. Fees will be adjusted up or down once actual numbers are available. Bank transactions (checks, deposits, withdrawals): _____ Credit card charges: _____
Number of loans: _____

Keystone will call you to discuss how Keystone can provide the solutions to your bookkeeping needs.


Return information to: Fax: Email: Mail: Questions?	ATTN: Charlie Miller - Keystone Bookkeeping Solutions 480.467.4444 az@keystonebk.com 2151 E. Broadway Rd., Ste. 111 Tempe, AZ 85282 480.921.0442 or Toll Free - 866.467.5809