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Services

What you can hire Dial to do

Every engagement starts with reliable monthly bookkeeping in QuickBooks Online. From there, we add the reporting, cleanup, and support your business needs, and nothing it doesn't.

Monthly Bookkeeping & Reconciliation

The foundation of every engagement: consistent, accurate books maintained every month.

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  • Categorizing income and expenses
  • Bank reconciliation
  • Credit card reconciliation
  • Reviewing accounting records for accuracy
  • Monthly bookkeeping maintenance
  • Monthly Profit & Loss and Balance Sheet
  • Reporting delivery and bookkeeping support

Catch-Up & Cleanup Bookkeeping

For books that are behind, inconsistent, or no longer trustworthy.

Cleanup scope and fees are determined after we review your books.

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  • Bringing overdue books up to date
  • Reviewing previous transaction categorization
  • Correcting bookkeeping errors
  • Reconciling outstanding periods
  • Organizing the Chart of Accounts
  • Preparing reliable records for ongoing bookkeeping

Financial Statements & Monthly Reporting

Reports that help you understand performance, not just file it away.

Reporting is bookkeeping-based and is not licensed financial planning or investment advice.

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  • Monthly Profit & Loss
  • Balance Sheet
  • Revenue and expense analysis
  • Financial trends
  • Additional agreed reports
  • KPI dashboards when included
  • Financial review calls when included

Accounts Receivable & Payable

Visibility into what customers owe you and what you owe vendors.

Dial does not make payments or transfer funds unless that is separately authorized in writing.

  • Invoice tracking
  • Open invoice monitoring
  • Customer payment reconciliation
  • Bill tracking
  • Vendor balance monitoring
  • Outstanding balance reporting

Payroll Bookkeeping & Support

Payroll recorded accurately in your books, coordinated with your payroll provider.

Payroll tax filing and compliance services are not assumed and are discussed separately.

  • Payroll transaction recording
  • Payroll account reconciliation
  • Payroll expense categorization
  • Payroll liability tracking
  • Coordination with payroll providers
  • Payroll management when specifically agreed and supported

QuickBooks Online Setup & Organization

A QuickBooks Online file organized around how your business actually works.

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  • Company file setup
  • Chart of Accounts organization
  • Bank feed review
  • Financial workflow organization
  • QuickBooks Online setup support

KPI Dashboards & Financial Insights

A focused view of the numbers that matter most to your business.

Reports depend on the reliability and availability of the underlying data.

  • Revenue trends
  • Expense trends
  • Monthly profitability
  • Financial comparisons
  • Selected industry-relevant indicators

CPA Coordination

Organized books and clear communication with your tax professional.

Dial does not provide tax advice, tax return preparation, or audit services.

  • Maintaining organized, reconciled records
  • Answering your CPA's bookkeeping questions as agreed
  • Year-end record organization

Annual 1099 Support

Optional year-end support for businesses that pay contractors. Availability is confirmed during the proposal.

  • Contractor payment review
  • W-9 coordination
  • Payment record organization
  • Identifying what needs professional review
  • 1099-NEC preparation and filing where expressly offered and authorized

Pricing

Pricing built around your business, not a package.

We don't publish fixed prices because the work required varies widely between businesses. After the consultation, you'll receive a proposal with a clear scope and price.

Pricing depends on:

  • Transaction volume
  • Number of financial accounts
  • Current condition of the books
  • Business complexity
  • Required reporting
  • Payroll scope
  • Additional services

Ready for a clearer picture of your business finances?

Tell us about your business and the bookkeeping support you're looking for. We'll help you explore the next steps.