Welcome to BT Financial Services

Bookkeeping Services

Accounting and Bookkeeping

  • QuickBooks Online (level based on needs of the business)

Accounts Payable and Accounts Receivable

  • Weekly or Monthly Payable Report (sent in PDF format)
  • Weekly or Monthly Receivable Report (sent in PDF format)
  • Monthly Customer Statements (electronic or paper format)
  • Collection Letters at predetermined intervals

Monthly Reconciliation

  • Bank Accounts
  • Credit Card Accounts
  • Loan Accounts
  • Accounts Receivable/Payable

General Ledger & Other Accounting

  • Depreciation
  • Journal Entries

Profit and Loss/Balance Sheet

  • Creation and Maintenance
  • Reports can be sent electronic or in a paper format as requested or on a set schedule (monthly, quarterly, etc).

Inventory Management

  • Purchase Orders
  • Supplies Accountability

Knowledge of Microsoft Office Products

  • Word
  • Outlook
  • Excel
  • Power Point


These are just some of the ways that I can help your business succeed in these difficult and uncertain times.