AKOR Services Bookkeeping: Complete Support, Live Demonstrations, Tailored Solutions

AKOR Services Bookkeeping: Complete Support, Live Demonstrations, Tailored Solutions

It is normal to be apprehensive about sharing your financial records with someone else and to ask them to help with your bookkeeping. It’s natural to feel uncertain about costs, whether you can trust a new service provider, and if we’ll really understand your unique business needs. When you work with me at AKOR Services, I want you to feel completely confident in your decision. I am a business owner (since the early 1990’s). I understand what you are going through. We are NOT a large office with many bookkeepers on staff, where you are “just another company”. I work with a select clientele, and I can assure you that I will be as invested in your company as I am in my own. My goal is NOT to work with dozens of clients. When you work with AKOR Services Bookkeeping, I will be doing your books, and either I or you will choose the Accountant or CPA that reviews the books and does your taxes. It’s your choice. It’s simple and efficient.

That’s why we don’t just tell you about our bookkeeping services: we show you exactly how everything works.

See Before You Believe: Live Software Demonstrations

We offer something most bookkeeping services don’t: live online demonstrations using the actual software your business will use (or we will utilize for you). You will always have full access to your books, and I will coach you how to access whatever numbers are important to you.

Whether you’re curious about QuickBooks Online or want to explore Xero Accounting, I can walk you through both platforms using real demo companies. You’ll see exactly how your invoices will be created, how your expenses will be tracked, and how your financial reports will look: all before making any commitment. There are differences between each accounting solution. We will help you choose what is right for you and your business situation.

During these demonstrations, we can:

Show you how transactions flow through the system
Demonstrate report generation in real-time
Answer your specific questions about features
Help you understand which platform fits your business best
Discuss how the software will integrate with your current processes

It’s like taking a test drive before buying a car. You get to see everything in action, ask questions, and feel confident about your choice.

Our Complete Range of Services

Everyone doesn’t need every type of bookkeeping service, and that’s perfectly fine. We tailor our offerings based on your needs, your comfort level, and your budget. Here are the ways we can work together:

Full Monthly Bookkeeping Service (Basic Service)

This is our most popular option for business owners who want to focus entirely on serving their customers.

When you choose our full monthly service, we handle everything:

Recording all your income and expenses
Reconciling your bank accounts and credit cards
Managing your accounts payable and receivable
Generating monthly financial reports
Preparing information for your tax preparer
Monitoring cash flow and alerting you to important trends

You’ll save a minimum of 6-10 (or more) hours every month, and you’ll have peace of mind knowing your books are accurate and up-to-date.

Installation-Only Services

Maybe you’re comfortable doing your own bookkeeping once everything is set up properly. That’s where our installation-only service comes in.

We will:

Set up your QuickBooks Online or Xero account from scratch
Import your existing data (if applicable)
Create your chart of accounts tailored to your industry
Set up your customer and vendor lists
Configure your invoicing templates
Train you on the basics of using the system

After installation, you take over completely. We’re always available if you need help later, but there’s no ongoing obligation.

Coaching and Training

Sometimes you just need someone to teach you the right way to do things.

Our coaching service can include:

One-on-one training sessions via screen sharing
Customized training based on your specific business needs
Written procedures and checklists
Follow-up sessions to answer questions as they arise
Best practices recommendations for your industry

We work at your pace, and sessions can be scheduled around your availability.

Our Most Requested Service: Cleanup Work (Optional Service)

Here’s something I hear constantly: “My books are a mess, and I don’t know where to start.”

Cleanup service is one of our specialties, and honestly, it’s some of the most rewarding work we do. When we take over your existing books, we don’t just fix the obvious problems: we dig deep to make sure everything is accurate and properly categorized.

Our cleanup process includes:

Reviewing every transaction for proper categorization
Reconciling all bank accounts and credit cards (sometimes going back years)
Identifying and correcting duplicate entries
Fixing inventory tracking issues
Properly recording loan payments and asset purchases
Cleaning up your customer and vendor lists
Ensuring your opening balances are correct

We’ve cleaned up books that hadn’t been touched in three years. We’ve sorted through shoeboxes full of receipts. We’ve untangled accounting systems that multiple people had worked on inconsistently.

The result? Clean, accurate books that you can actually use to make business decisions.

Core Bookkeeping Functions We Handle

Let me break down the fundamental services that keep your business financially organized:

Invoicing (Accounts Receivable) (Optional Service)

This covers everything related to money your customers owe you:

Creating and sending professional invoices
Setting up recurring invoices for regular clients
Tracking which invoices have been paid
Following up on overdue accounts
Recording partial payments
Generating aging reports to monitor collections

Accounts Payable (What You Owe) (Optional Service)

Managing your bills and vendor payments:

Recording bills as they arrive
Scheduling payments to take advantage of early payment discounts
Ensuring bills are paid on time to maintain good vendor relationships
Tracking what you owe and when payments are due
Managing 1099 requirements for contractors
Monitoring spending by vendor and category

Expense Management (Basic Service)

Every business expense needs to be properly recorded and categorized:

Credit card transactions
Bank charges and fees
Office supplies and equipment
Vehicle expenses
Professional services
Insurance payments
Utilities and rent

We ensure everything is categorized correctly for tax purposes and management reporting.

Beyond Basic Bookkeeping: Specialized Consulting

It’s like being a mechanic or a carpenter: you need the right tools for the job. Sometimes your business needs expertise that goes beyond routine bookkeeping.

Inventory Management (Optional Service)

For retail, manufacturing, or service businesses that stock parts:

Setting up proper inventory tracking systems
Establishing reorder points and optimal stock levels
Managing cost of goods sold calculations
Analyzing inventory turnover and profitability
Implementing barcode or scanning systems integration

Budgeting and Cash Flow Planning (Optional Service)

Planning ahead prevents problems:

Creating realistic budgets based on historical data
Developing cash flow projections
Identifying seasonal patterns in your business
Planning for major purchases or expansion
Setting up early warning systems for cash flow issues

Special Projects (Optional Service)

Every business occasionally needs help with unique situations:

Preparing financial information for loan applications
Creating projections for business sales or acquisitions
Setting up job costing for contractors
Implementing new software or systems
Analyzing profitability by product line or service

How We Work Together

Our process is designed to address your concerns about trust, cost, and service quality.

Initial Consultation (No Charge)
We start with a no-pressure, zero-commitment conversation so you can explore your options and ask any questions—free of charge.

Share your business goals and current bookkeeping setup
See which services make sense for you (and what you don’t need)
Get plain-language answers about process, timing, and pricing
Decide the next step only when you’re ready

Transparent Pricing
Before we begin any work, you’ll know exactly what everything costs. We provide detailed proposals that spell out services, timelines, and fees. No surprises, ever.

Flexible Engagement Options

Monthly retainer agreements for ongoing services (NO contracts, just an agreement outlining our services and responsibilities)
Project-based pricing for one-time work like cleanups
Hourly consulting for specialized needs
Mix-and-match arrangements (maybe monthly bookkeeping plus quarterly consulting)

Your Privacy is Our Priority
We never share your information without your written approval. We follow strict data security protocols. Your financial information stays confidential.

Ongoing Support
We’re always there for you if questions arise. Whether you’re on a monthly service plan or completed a one-time project, we remain available to help when you need it.

Here’s an important fact. We do ongoing training with both Intuit/QuickBooks and Xero to stay on top of changes in their products and services. We also have a support network of accountants and CPA’s if we ever need guidance, or you need specific help. We are bookkeepers. We handle the day-to-day aspects of your finances. Accountants and/or CPA’s charge higher rates, so we help them make the most efficient use of their time, keeping your accounting charges down. Again, let me reiterate that either you or I will integrate with a choice of Accountant or CPA’s to get your books reviewed and your taxes filed. We can arrange this for you so you don’t have to worry about it. Our goal is to give you the time to run your business without worrying about your finances or books. We will give you timely and up to date numbers so you can make good decisions about your business.

When is a Good Time To Make A Change?

Perhaps you are using other software. Perhaps you need to upgrade because your existing software doesn’t suit your business any longer. Perhaps you have a different Bookkeeper, and they are not living up to your expectations. When, and how do you go about making a change? I have another article that you may want to review that will answer these questions for you: Upgrade Your Bookkeeping For 2026

Ready to See What We Can Do?

The best way to understand how we can help your business is to see our services in action.

Let’s begin with a phone call to discuss your situation. We can schedule a live software demonstration so you can see exactly how your bookkeeping would work. There’s no pressure, no sales pitch: just a clear explanation of how we can remove the bookkeeping burden from your daily routine.

When you’re ready to focus on what you do best: serving your customers and growing your business: we’ll handle the numbers. Just ask Rachel to schedule a meeting, and we’ll go from there.

Visit our services page to learn more about our specific offerings, or contact us directly to schedule your free consultation and software demonstration.

Your books don’t have to be a source of stress anymore. We have lots of ways to work together, and we’ll find the approach that works best for your business and your budget.