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You didn't go into business to do your own books!

Fulcrum Bookkeeping & Consulting Services
SERVICES
  • Reconciliations

  • Bill payments

  • Invoicing

  • Following up on AR

  • Entering payroll

  • 1099’s

  • Sales Tax

  • Other business & license forms

  • Inventory & COGS

OUR TEAM

We at Fulcrum point partners understand that you want to  focus on the business of doing your business.

We will handle your bookkeeping, billing, invoicing and business registration form needs.

You will always know what your bookkeeper does, because you will get monthly reports from us whether you read them or not!

 

 

TESTIMONIALS

"We had four different “experts” try to set up our billing in Quickbooks before we found Howard, who figured out how to do it RIGHT in about an hour. His fees are more than reasonable and he’s great to work with. Can’t recommend him highly enough!"

Beth Proudfoot, LMFT, Director Child & Family Counseling Group, Inc.

ABOUT US

We at Fulcrum point partners understand that you want to focus on the business of doing your business. Focusing on the essential elements, such as maintaining your financials, takes away from the reasons you got into business in the first place!

Working with us will save you time and headaches as we handle your:

  • Bookkeeping

  • Billing

  • Invoicing

  • Business registration form needs​ 

 

Working with us will give you clarity and confidence:

  • Your Quickbooks numbers will match your bank and credit card statements

  • Catch credit card and bank mistakes

  • Analyze trends to make business decisions

  • Tax season - declare the right amount of income and expenses

 

There should be a relationship between you and your bookkeeper.
We are known for our outstanding communication. After we get to know you, we know how often to “bug” you to respond, and how long  we should wait for a response.

You will always know what your bookkeeper does, because you will get monthly reports from us whether you read them or not!
 

CONTACT US

Phone: (415) 297-1991

Email: howard@fulcrumthebooks.com

INTERESTED IN OUR SERVICES?

To save yourself time, ask yourself these questions:

 

  • Can my books be done remotely?

  • Do I use Quickbooks online, or am I willing to have my books migrated from QuickBooks desktop to online?

  • Do I understand that I need to give my bookkeeper accountant access to my quickbooks, and allow them to have access to all pertinent banks and credit card companies, as well as any payroll and billing institutions (such as Venmo, Square and Paypal) so they can pull down statements?

  • Do I realize that having a bookkeeper is a partnership, and my communicating with them is essential to make sure my books are accurate?

 

If you answered yes to all the questions above, please contact us and see how we can help you.

 

After all, nobody goes into business to do their own books!

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