Serving Helena, MT

Bookkeeping Services in Helena

Professional bookkeeping and financial management for Helena businesses in Helena, MT. Trusted by businesses across Helena for professional, reliable, and expert service.

Why Choose Our Bookkeeping Services in Helena?

Monthly financial statements

Monthly financial statements and reports

Bank and credit

Bank and credit card reconciliation

Accounts payable and

Accounts payable and receivable management

Financial planning and

Financial planning and budgeting assistance

Tax preparation support

Tax preparation support and year-end planning

Our Process

From Messy Books to Clean FinancialDashboard

Transform your financial chaos into organized, actionable insights with our proven bookkeeping process.

1
📊
1-2 Days

Financial Assessment

Complete review of your current bookkeeping state, chart of accounts, and financial reporting needs.

  • Chart of accounts review
  • Transaction analysis
  • Compliance check
2
🔧
1-2 Weeks

System Setup & Cleanup

Clean up historical data, set up proper chart of accounts, and configure your bookkeeping system for optimal efficiency.

  • Historical cleanup
  • Chart setup
  • System configuration
3
📈
Weekly

Ongoing Management

Regular bookkeeping maintenance with weekly financial reporting and monthly close procedures.

  • Weekly maintenance
  • Monthly close
  • Financial reporting
4
🎯
Monthly

Strategic Insights

Monthly business reviews with actionable insights to help you make better financial decisions.

  • Performance analysis
  • Trend identification
  • Optimization recommendations
🧹
1-2 weeks
Cleanup completion
📅
24-48hrs
Monthly close time
✅
100%
Tax compliance

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Local Expertise in Helena

  • Local Knowledge: Understanding of Helena business environment and local regulations
  • Personalized Service: Dedicated account management for Helena businesses
  • Quick Response: Fast response times for Helena area clients
  • Community Focus: Supporting local Helena business growth

Service Areas Near Helena

Helena Metro Area
Greater Helena Region
Surrounding Counties
Remote Workforce Support

Get Started Today

Serving businesses in Helena and throughout MT

Schedule your free consultation

Ready to Get Started in Helena?

Join hundreds of Helena businesses who trust us with their bookkeeping needs. Get started with a free consultation today.

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Why Choose Our Bookkeeping Services?

Experience the difference with our comprehensive bookkeeping solutions

Accurate Financial Records

Precise bookkeeping with double-entry accounting methods and regular reconciliation.

Financial Insights

Regular financial reports and analysis to help you make informed business decisions.

Certified Professionals

Work with certified bookkeepers and accountants with years of experience.

Timely Reporting

Monthly financial statements and quarterly reviews delivered on schedule.

Our Bookkeeping Process

A streamlined approach to delivering exceptional bookkeeping services

01

Account Setup

Initial setup of your chart of accounts and bookkeeping system.

02

Data Organization

Organization and categorization of your financial documents.

03

Transaction Recording

Accurate recording of all income, expenses, and financial transactions.

04

Reconciliation

Monthly reconciliation of bank statements and accounts.

05

Financial Reporting

Preparation of monthly financial statements and analysis.

What Our Clients Say

Real feedback from businesses using our bookkeeping services

★★★★★
“Their bookkeeping service has been a game-changer for our online business. We now have clear visibility into our finances and can make data-driven decisions.”
David Wilson
E-commerce Store
★★★★★
“Managing restaurant finances was overwhelming until we found The KPS Group. Their expertise in hospitality bookkeeping is exactly what we needed.”
Lisa Rodriguez
Restaurant Owner
★★★★★
“The accuracy and timeliness of their bookkeeping service has helped us scale our real estate business. Highly recommend their services.”
Robert Kim
Real Estate Agency
Frequently Asked Questions

Bookkeeping Questions & Answers in Helena

Get answers to common questions about our bookkeeping services in Helena. Can't find what you're looking for?Contact us directly

Bookkeeping FAQ - Helena

What bookkeeping services do you provide?

We offer full-cycle bookkeeping including transaction recording, bank reconciliation, accounts payable/receivable management, financial statement preparation, inventory tracking, and monthly/quarterly reporting.

How often will I receive financial reports?

We provide monthly financial statements, quarterly reviews, and annual reports. You'll also have real-time access to your financial data through our secure online portal.

Do you work with my existing accounting software?

Yes, we integrate with QuickBooks, Xero, FreshBooks, and most other accounting software. If you don't have accounting software, we can recommend and set up the best solution for your business.

How do you ensure accuracy in bookkeeping?

We use double-entry accounting methods, automated reconciliation processes, and regular quality checks. All work is reviewed by certified bookkeepers and accountants.

Can you help with tax preparation?

While we focus on bookkeeping, we can prepare your books for tax time and work closely with your tax professional. We also provide year-end financial statements optimized for tax planning.

What if I need bookkeeping services urgently?

We offer rush bookkeeping services for businesses that need catch-up work or have urgent deadlines. Contact us to discuss your timeline and we'll accommodate your needs.

Do you provide training for my staff?

Yes, we offer training sessions for your internal staff on bookkeeping processes, software usage, and financial management best practices to help you become more self-sufficient.

How secure is my financial data?

We use bank-level encryption, secure cloud storage, and follow strict data protection protocols. Your financial data is completely confidential and secure.

Need Bookkeeping Services in Helena?

Get a free consultation and discover how we can help your Helena business thrive.

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