What Is Included in Bookkeeping Services? (And What DBR Bookkeeping Offers That Others Don’t)
If you're a small business owner or entrepreneur searching for “What is included in bookkeeping services?” — you're already taking the right steps toward gaining financial clarity and control.
Bookkeeping services go beyond just data entry. Done right, they provide you with the financial foundation to grow your business, stay compliant, and make smarter decisions.
Here’s a breakdown of what’s typically included — and how DBR Bookkeeping expands on that with mentorship, cleanups, and strategic support for entrepreneurs like you.
✅ Standard Bookkeeping Services
Most professional bookkeeping packages will include:
Transaction Categorization
Organizing income and expenses into appropriate accounts.Bank & Credit Card Reconciliation
Ensuring your books match your bank and credit card statements.Accounts Receivable & Payable Tracking
Monitoring what you’re owed and what you owe.Monthly Financial Reports
P&L statements, balance sheets, and cash flow summaries.Payroll Processing Support
Depending on the service level, payroll setup or coordination.
🧹 Bookkeeping Cleanups
If your QuickBooks is a mess — you’re not alone. Cleanup services include:
Fixing miscategorized transactions
Resolving open invoices or duplicate payments
Reconciling months (or years) of neglected records
Organizing your chart of accounts
Getting ready for tax season or funding applications
📚 QuickBooks Online (QBO) Training
Whether you're DIY-ing or handing off to staff, you need to understand your numbers.
We offer:
One-on-one QBO training
Team training for internal office staff
Custom tutorials and workflows for your specific business model
Best practices for reconciliation, automation, and reporting
🌱 Small Business Mentorship (Only at DBR Bookkeeping)
This is where DBR goes beyond traditional bookkeeping.
We don’t just help you track your money — we help you make more of it.
Through the DBR Bookkeeping Skool Community, you gain access to mentorship in:
Developing scalable offers
Creating effective money models and pricing strategies
Building confidence in financial planning
Learning to network and grow your client base
Navigating challenges with peer and expert support
🔍 Free Diagnostic Reviews
Not sure where to start?
We offer a free diagnostic review of your current bookkeeping setup — including QuickBooks — so we can identify what’s working, what’s broken, and how to move forward.
FAQ
Q: Do I need bookkeeping services if I’m just starting out?
Yes — the earlier you start, the easier it is to grow with confidence and avoid costly mistakes.
Q: What if I already have QuickBooks but it’s disorganized?
That’s what cleanup services are for. We specialize in getting messy books cleaned and compliant.
Q: Can I learn how to manage my own bookkeeping?
Absolutely. We offer QBO training and ongoing mentorship so you can take ownership with confidence.
Q: What industries does DBR support?
We work with creatives, home service providers, coaches, wellness pros, and service-based businesses nationwide.
Ready to take control of your finances?
📅 Book a free call with Dr. Bryan Raya — QuickBooks ProAdvisor and small business mentor — to get a clear action plan tailored to your business:
Let’s start Doing Business Right.
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