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Unlock Your Potential

 

Bertrand Bookworks

 

Bertrand Bookworks is a boutique bookkeeping firm based out of Denver. We pride ourselves on being able to provide affordable bookkeeping services for small to medium sized businesses. Our goal is to create work that is honest and accurate while helping your business grow without breaking the bank. Lyster Bertrand has been in the accounting industry for 19 years. Lyster has worked with a diverse group of companies and industries such as retail, non-profits, wholesale, construction, medicaid and many others.  Lyster is a certified Bookkeeper, Quickbooks Pro-Adviser for desktop,online and certified in Xero. We love building relationships and hope that you will be next!

 

 
   
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              WE TAILOR OUR SERVICES TO YOUR BUSINESS NEEDS

              WE TAILOR OUR SERVICES TO YOUR BUSINESS NEEDS

SERVICES

BOOKKEEPING: Account Reconciliations, Accounts Payable, Accounts Receivable, Financial Statement Prep, Sales & Use Tax Filing, Job Costing

PAYROLL: Processing of Payroll, Processing of Payroll Taxes

TRAINING: In QuickBooks Online, Desktop and Xero

OTHER SERVICES: Setting up Books for New Businesses, Medicaid Billing

 

 

educational training

Bertrand Bookworks is proud of our start-up companies and want them to succeed. We know that finances can be strained and you might not be able to commit to bookkeeping services initially. We offer education sessions in QuickBooks Desktop, QuickBooks Online and Xero for the novice proprietors. Whether you are converting or setting up a brand new company our sessions will be tailored to your needs.  Please see our list of sessions and pricing. 

 
 

Getting Started!

This session is for the newcomers that that have just converted or are just new to the software altogether. This is designed to get you set up and on your way!

OVERVIEW:

-Assistance with setting up your company and getting familiar with QuickBooks Desktop, QuickBooks Online or Xero

-Set-up of chart of accounts tailored to your business

-Set-up of item accounts specific to your business

-Set-up of bank & credit card accounts

-Set-up of vendors & customers

1-1.5/hrs 

Includes: session outline and materials


Cash vs expense

This session is designed to to show you the fundamentals of running your business. How much do you owe and how much will you receive. How to apply payments received, pay bills and balance your bank/credit card accounts.

OVERVIEW:

A/P (Spend Money) & A/R (Receive Money)

 -Entering bills

-Paying bills

-Write checks

-Creating estimates

-Creating invoices

-Converting estimates to invoices

-Receiving payments

Reconciliations

-Making deposits

-Credit card data entry

-Transfer funds

-Reconciliation of bank and credit card accounts

1.5-2/hrs 

Includes: session outline and materials


job costing,class tracking and reporting

This session is designed for the company that knows the basics and now needs to know how to produce reports and be more refined.

OVERVIEW:

Job Costing/Class Tracking

-Set-up COGS accounts

-Set up classification accounts

-How to set up inventory accounts

-Job costing & inventory reports

Reporting

-Financial reports

-Memorized reports

-Creating custom reports

-Commented Reports & various other reports tailored to your business

Sales Tax

-How to set up sales tax accounts

1.5-2/hrs

Includes: session outline and materials

 

What our clients say

We have worked with Lyster for 3 years. Lyster provides us with professional means of organizing our businesses financial life at a very reasonable price. i would recommend to anyone who has a small business.
— Brett M.
Lyster works hard to get the task at hand done correctly and in a timely fashion. On top of that, she is incredibly personable. Always a pleasure to work with her!
— Jennifer P.
Lyster works on multiple sets of books for our business. She has been working for us for over 5 years and we are very satisfied with her services. We are looking forward to continuing our businesses with her. She is definitely a big part of it!
— Viktoria K.
Lyster has been a great asset to my company. She has been with me for years managing my books as well as our Medicaid billing and clients
— Sarah E.
 
Name *
Name
 

Bertrand Bookworks
2420 W 26th Ave, #445-D Denver, CO 80211

BertrandLyster@Gmail.com

(303) 522-8816

Features Overview

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