CRM Bookkeping & Consulting Services

CRM Bookkeeping & Consulting was founded in 2014.  Based in Sandwich, Massachusetts and services all of Cape Cod.  We have been continuously helping small business owners understand where there money is going.  We have helped many businesses with bookkeeping and payroll services as well as cash flow forecasting and budgeting. We develop strong relationships with our clients that last for many years.  We proudly service individual business owners as well as small and medium size businesses. 

Our Services

Monthly/Quarterly Bookkeeping

Computerized bookkeeping services such as monthly reconciling of accounts, bill payments and status reports, and periodic profit and loss reports.

Weekly Bookkeeping

We will organize and maintain the financial side of your business on a daily or weekly basis.  This includes all our monthly/quarterly services as well as daily input of sales and checking account transactions.  

Controller Services

  • Budgeting 

  • Cash Flow Forecasting

  • Cash Management

  • Management reports

  • Create policies and procedures

Payroll Services

We pride ourselves on making your payroll simple.  We handle it all for you.

QuickBooks Training

We offer QuickBooks training intended to ensure our clients know how to set up their file, process transactions, navigate the software and utilize the software to grow your bottom line. 

We are here to support you.  We can help with any one time or occassional financial project you may have in mind.  

Consulting

Ready to find out more?

Let's Chat

29 Clipper Circle, Sandwich MA 02563

774-521-3903

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