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Bookkeeping services

Beam Financial Group offers full-scale bookkeeping services. We will take care of the day-to-day management of your finances, so that you can focus on growing your business. We will discuss your bookkeeping needs in our initial consultation session, but your customized package may include the following:

  • Entry of historical transactions into QuickBooks (if you have already been in business)
  • Ongoing data entry
  • Completion of bank reconciliations
  • Perform monthly, quarterly, or annual closing duties including journal entry preparation 
  • Preparation/management of asset schedule and depreciation
  • Creation of business journals (tracking spreadsheets customized for your business)
  • Access to financial reports for your business

QuickBooks Consulting

QuickBooks is an ideal solution for small business owners that are looking to upgrade from a manual tracking process. Using this software will make it easy to manage your finances, send out invoices, pay vendors and contractors, track inventory, keep on top of information necessary for 1099 forms, and produce easy-to-read reports that will help you manage the health of your business. We will not only help you transition into QuickBooks, but we will train you on how to use the many features that QuickBooks has to offer. Many entrepreneurs tend to push off this transition as it can be daunting, but with a little help you will use QuickBooks with ease in no time!

    • Provide support with the transition into QuickBooks Online software from QuickBooks desktop versions or other previous record keeping systems
    • Initial set-up of company settings and income and expense accounts
    • QuickBooks coaching/training - step-by-step instruction as to how to use the software to complete necessary business transactions specific to your business
    • QuickBooks Year-End review: support for year-end close out prior to preparation of tax returns


    You already have the drive, passion, and skill set you need to run a successful business. We will simply support you in reaching all of your financial and business growth goals. By sharing our experience and expertise in sucessfully running a small business, we hope to help you avoid some of the pitfalls that entrepreneurs commonly experience during the early stages. Business support services include: 

    • Set-up of business - organizational structure, governmental compliance, and policies and procedure development
    • Business growth or marketing implementation coaching 
    • Financial planning and budgeting
    • Action plan development - social media and marketing plans, communication strategy, time management, product/service roll-out

    The services you may need will depend on your business size, complexity, industry, and preferences. During an initial consultation, we will decide what package will best serve your unique business.

    Personal Financial Planning

    We all have financial goals that we eventually want to reach. These could pertain to retirement, education savings, travel, emergency funds, investing, purchase of a home, and more. Let us help you assess the current state of your financial health, get clarity on your long-term financial goals, and design a proactive plan to help you reach those goals. Our financial sessions may include the following:

    • Perform current financial health assessment
    • Discuss possible financial goals, asset protection plans, and insurance or other coverage options
    • Design a plan to reduce debt and increase savings in order to assist in reaching financial goals